Who owns SPDR Barclays Capital Convertible SecETF?
- Ticker: CWB
- CUSIP Number: 78464A359
Tip: Access positions for across all investors
Analyze quarterly positions in SPDR Barclays Capital Convertible SecETF with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of SPDR Barclays Capital Convertible SecETF stock
Who bought or sold SPDR Barclays Capital Convertible SecETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 2.5M | $194M | -2% | Sep 2024 |
|
| Assetmark | 2.2M | $169M | 219707% | Sep 2024 |
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| Goldman Sachs Group | 1.8M | $128M | -1% | Jun 2024 |
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| Morgan Stanley | 1.7M | $126M | -2% | Jun 2024 |
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| Bessemer | 1.1M | $87M | -11% | Sep 2024 |
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| Delta Capital Management | 1.1M | $820k | 0% | Sep 2024 |
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| LPL Financial | 1.0M | $78M | -5% | Sep 2024 |
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| Wells Fargo & Company | 969k | $74M | 3% | Sep 2024 |
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| Pnc Financial Services | 847k | $65M | -4% | Sep 2024 |
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| New York Life Investment Management | 769k | $59M | 2% | Sep 2024 |
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| Deutsche Bank Aktiengesellschaft | 637k | $49M | 0% | Sep 2024 |
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| Envestnet Asset Management | 637k | $49M | 27% | Sep 2024 |
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| Wright Fund Managment | 581k | $45M | 1% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 447k | $34M | -3% | Sep 2024 |
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| Royal Bank of Canada | 396k | $30M | -1% | Sep 2024 |
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| H&H Retirement Design & Management | 395k | $31M | 6% | Sep 2024 |
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| Howard Capital Management | 376k | $29M | 1691% | Sep 2024 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 330k | $25M | -1% | Sep 2024 |
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| Advisor Group Holdings | 302k | $23M | 11% | Sep 2024 |
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| Cambridge Investment Research Advisors | 286k | $22M | 5% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 246k | $19M | 4% | Sep 2024 |
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| Alliancebernstein | 228k | $17M | 12% | Jun 2024 |
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| Renaissance Technologies | 227k | $17M | 75% | Sep 2024 |
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| Commonwealth Equity Services | 226k | $17M | 9% | Sep 2024 |
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| Nomura Asset Management | 225k | $17M | -12% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 218k | $16M | 75% | Jun 2024 |
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| River Wealth Advisors | 217k | $17M | 2% | Sep 2024 |
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| ACT Advisors | 213k | $16M | 100% | Sep 2024 |
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| XML Financial | 210k | $16M | 5% | Sep 2024 |
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| Waldron | 204k | $16M | -2% | Sep 2024 |
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| Branch Banking & Trust Company | 192k | $14M | -16% | Jun 2024 |
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| Raymond James Financial Services Advisors | 190k | $15M | 0% | Sep 2024 |
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| Mml Investors Services | 189k | $15M | 49% | Sep 2024 |
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| National Asset Management | 165k | $13M | -12% | Sep 2024 |
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| Stifel Financial | 164k | $12M | -2% | Jun 2024 |
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| Strategic Investment Advisors / MI | 161k | $12M | 100% | Sep 2024 |
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| Janney Montgomery Scott | 155k | $12M | -3% | Sep 2024 |
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| Huntington National Bank | 154k | $12M | -2% | Sep 2024 |
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| Goodman Advisory Group | 152k | $12M | -1% | Sep 2024 |
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| Paulson Wealth Management | 141k | $11M | 6% | Sep 2024 |
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| Petix & Botte | 136k | $10M | 2% | Sep 2024 |
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| Amg National Trust Bank | 126k | $9.6M | -1% | Sep 2024 |
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| Jpmorgan Chase & Co | 121k | $9.3M | 21% | Sep 2024 |
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| Oppenheimer & Co | 121k | $9.2M | 5% | Sep 2024 |
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| Modera Wealth Management | 118k | $9.0M | -3% | Sep 2024 |
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| NTV Asset Management | 115k | $8.8M | -1% | Sep 2024 |
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| Creative Planning | 112k | $8.6M | 1% | Sep 2024 |
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| Elequin Capital | 110k | $8.4M | -60% | Sep 2024 |
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| Estate Counselors | 110k | $8.4M | 0% | Sep 2024 |
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| McAdam | 109k | $8.3M | -14% | Sep 2024 |
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| Stephens | 106k | $8.1M | 3% | Sep 2024 |
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| Windsor Capital Management | 101k | $7.7M | 0% | Sep 2024 |
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| D. J. St. Germain | 92k | $7.1M | -40% | Sep 2024 |
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| Steward Partners Investment Advisory | 86k | $6.2M | -1% | Jun 2024 |
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| Townsquare Capital | 86k | $6.6M | 100% | Sep 2024 |
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| Raymond James & Associates | 84k | $6.4M | -11% | Sep 2024 |
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| Capstone Investment Advisors | 83k | $6.4M | 100% | Sep 2024 |
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| Advisors Preferred | 82k | $6.2M | 100% | Sep 2024 |
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| Cetera Investment Advisers | 81k | $5.8M | -18% | Jun 2024 |
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| Private Advisor | 77k | $5.9M | 17% | Sep 2024 |
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| Baron Financial Group | 77k | $5.9M | -3% | Sep 2024 |
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| Hanson McClain Advisors | 72k | $5.5M | -6% | Sep 2024 |
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| Allianz Asset Management | 71k | $5.1M | 100% | Jun 2024 |
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| Archetype Wealth Partners | 70k | $5.4M | 0% | Sep 2024 |
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| Atria Investments | 68k | $5.2M | 79% | Sep 2024 |
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| HighTower Advisors | 65k | $4.7M | -3% | Jun 2024 |
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| David J Yvars Group | 62k | $4.8M | 0% | Sep 2024 |
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| Goss Wealth Management | 60k | $4.3M | -2% | Jun 2024 |
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| Riggs Asset Managment | 59k | $4.5M | 1% | Sep 2024 |
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| Retireful | 57k | $4.4M | 100% | Sep 2024 |
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| Rockefeller Capital Management | 56k | $4.1M | -14% | Jun 2024 |
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| Sterling Investment Advisors | 56k | $4.3M | -2% | Sep 2024 |
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| Logan Stone Capital | 56k | $4.3M | -26% | Sep 2024 |
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| Florin Court Capital | 55k | $4.2M | 100% | Sep 2024 |
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| Sage Capital Management | 52k | $4.0M | -3% | Sep 2024 |
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| Aveo Capital Partners | 51k | $3.9M | 100% | Sep 2024 |
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| Chicago Partners Investment | 51k | $3.9M | -3% | Sep 2024 |
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| Alliance Wealth Advisors | 47k | $3.6M | 100% | Sep 2024 |
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| Geneos Wealth Management | 46k | $3.3M | 3% | Jun 2024 |
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| Wesbanco Trust And Investments | 46k | $3.5M | 5% | Sep 2024 |
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| Transamerica Financial Advisors | 45k | $3.5M | 5181% | Sep 2024 |
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| Leucadia National Corporation | 43k | $3.1M | 1% | Jun 2024 |
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| TFG Advisers | 43k | $3.3M | -7% | Sep 2024 |
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| Citigroup | 42k | $3.2M | -3% | Sep 2024 |
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| Captrust Financial Advisors | 42k | $3.2M | 0% | Sep 2024 |
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| Atria Wealth Solutions | 42k | $3.2M | 12% | Sep 2024 |
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| Cim | 42k | $3.1M | 3% | Jun 2024 |
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| State of Tennessee, Treasury Department | 39k | $2.8M | -57% | Jun 2024 |
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| Ignite Planners | 38k | $2.9M | 26% | Sep 2024 |
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| Sykon Capital | 38k | $2.9M | 11% | Sep 2024 |
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| Mount Lucas Management Corporation | 36k | $2.8M | 3% | Sep 2024 |
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| Kestra Advisory Services | 36k | $2.7M | -9% | Sep 2024 |
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| FSC Wealth Advisors | 36k | $2.7M | -68% | Sep 2024 |
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| Focus Financial Network | 34k | $2.6M | 5% | Sep 2024 |
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| Montecito Bank & Trust | 33k | $2.5M | -1% | Sep 2024 |
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| William Blair $ Company | 33k | $2.5M | 0% | Sep 2024 |
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| WealthTrust Asset Management | 33k | $2.5M | -55% | Sep 2024 |
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| FOCUS Wealth Advisors | 32k | $2.5M | -2% | Sep 2024 |
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| OZ Management | 32k | $2.4M | 17% | Sep 2024 |
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| Aletheian Wealth Advisors | 31k | $2.3M | 0% | Sep 2024 |
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| EFG Asset Management | 31k | $2.3M | -8% | Sep 2024 |
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| Principal Securities | 30k | $2.3M | 13% | Sep 2024 |
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| Mirae Asset Global Investments | 30k | $2.3M | -12% | Sep 2024 |
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| Investors Research Corp | 30k | $2.3M | 0% | Sep 2024 |
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| First National Corp | 29k | $2.3M | 9% | Sep 2024 |
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| Everstar Asset Management | 29k | $2.2M | 100% | Sep 2024 |
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| Sowell Financial Services | 28k | $2.2M | 4% | Sep 2024 |
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| Hanlon Investment Management | 28k | $2.2M | 100% | Sep 2024 |
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| Advisory Alpha | 28k | $2.1M | -7% | Sep 2024 |
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| Powell Investment Advisors | 28k | $2.1M | -2% | Sep 2024 |
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| Hudson Portfolio Management | 28k | $2.1M | 100% | Sep 2024 |
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| AXS Investments | 28k | $2.0M | 121% | Jun 2024 |
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| HF Advisory Group | 27k | $2.1M | -4% | Sep 2024 |
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| Equitable Holdings | 27k | $1.9M | 4% | Jun 2024 |
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| Octavia Wealth Advisors | 26k | $2.0M | -9% | Sep 2024 |
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| Wealth Management Resources | 26k | $2.0M | 2% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 25k | $1.9M | -52% | Sep 2024 |
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| Sanctuary Advisors | 24k | $2.0M | 6% | Sep 2024 |
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| Signature Securities Group Corporation | 24k | $1.9M | -6% | Sep 2024 |
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| Prudential | 24k | $1.7M | 7% | Jun 2024 |
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| Howard Wealth Management | 24k | $1.8M | -1% | Sep 2024 |
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| Csenge Advisory Group | 23k | $1.8M | 421% | Sep 2024 |
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| CI Private Wealth | 23k | $1.7M | 2% | Sep 2024 |
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| Disciplined Investments | 22k | $1.7M | -4% | Sep 2024 |
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| Prospera Financial Services | 22k | $1.7M | 19% | Sep 2024 |
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| O'rourke & Company | 22k | $1.7M | -8% | Sep 2024 |
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| Susquehanna International | 21k | $1.6M | -77% | Sep 2024 |
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| Rosenblum-Silverman-Sutton | 21k | $1.5M | -2% | Jun 2024 |
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| We Are One Seven | 20k | $1.6M | 1% | Sep 2024 |
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| SkyOak Wealt | 20k | $1.6M | 0% | Sep 2024 |
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| Schaper Benz & Wise Investment Counsel | 20k | $1.5M | 0% | Sep 2024 |
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| Patten | 20k | $1.5M | -20% | Sep 2024 |
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| J.W. Burns & Company | 20k | $1.5M | -2% | Sep 2024 |
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| EP Wealth Advisors | 20k | $1.5M | 0% | Sep 2024 |
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| Whittier Trust Co. of Nevada | 19k | $1.5M | -2% | Sep 2024 |
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| Nwam | 19k | $1.5M | 100% | Sep 2024 |
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| Clear Creek Financial Management | 19k | $1.5M | 13% | Sep 2024 |
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| CVA Family Office | 19k | $1.5M | 0% | Sep 2024 |
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| Capital City Trust Company | 19k | $1.5M | 0% | Sep 2024 |
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| Kraematon Investment Advisors | 19k | $1.4M | -14% | Sep 2024 |
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| Chesapeake Capital Corp | 19k | $1.4M | 28% | Sep 2024 |
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| Toroso Investments | 19k | $1.4M | 28% | Sep 2024 |
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| Change Path | 18k | $1.3M | 156% | Sep 2024 |
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| Key FInancial | 18k | $1.3M | -1% | Sep 2024 |
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| Towerpoint Wealth | 17k | $1.3M | 0% | Sep 2024 |
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| Sage Rhino Capital | 17k | $1.3M | -1% | Sep 2024 |
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| Afg Fiduciary Services Limited Partnership | 17k | $1.3M | 0% | Sep 2024 |
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| New England Private Wealth Advisors | 17k | $1.3M | -8% | Sep 2024 |
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| Simplicity Wealth | 16k | $1.3M | 6% | Sep 2024 |
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| CWM | 16k | $1.3M | -5% | Sep 2024 |
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| Dark Forest Capital Management | 15k | $1.1M | -18% | Sep 2024 |
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| L.m. Kohn & Company | 14k | $1.0M | -25% | Sep 2024 |
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| Foresight Capital Management Advisors | 13k | $991k | -63% | Sep 2024 |
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| Jane Street | 11k | $827k | -90% | Sep 2024 |
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| GeoWealth Management | 9.1k | $701k | -65% | Sep 2024 |
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| BTS Asset Management | 8.6k | $659k | -88% | Sep 2024 |
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| Oakmont Partners | 6.4k | $494k | -98% | Sep 2024 |
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| Colony | 6.0k | $456k | -69% | Sep 2024 |
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| Citadel Advisors | 5.5k | $422k | -70% | Sep 2024 |
|
| Hilltop Holdings | 3.0k | $234k | -97% | Sep 2024 |
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Who sold out of SPDR Barclays Capital Convertible SecETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Redwood Investment Management | Jun 2024 | 257k | $19M |
| Barclays | Jun 2024 | 257k | $19M |
| Kingsview Wealth Management | Jun 2024 | 77k | $5.5M |
| Oppenheimer Asset Management | Jun 2024 | 76k | $5.5M |
| Eagle Strategies | Mar 2024 | 71k | $5.2M |
| Bluefin Capital Management | Jun 2024 | 62k | $4.5M |
| RPg Family Wealth Advisory | Jun 2024 | 38k | $2.7M |
| OneAscent Financial Services | Jun 2024 | 23k | $1.6M |