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
Download as csv
Download as Excel
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 | 2.6M | $279M | -2% | Jun 2026 |
|
| Envestnet Asset Management | 2.0M | $216M | 346% | Jun 2026 |
|
| Howard Capital Management | 2.0M | $215M | 33341% | Jun 2026 |
|
| LPL Financial | 1.6M | $176M | 30% | Jun 2026 |
|
| Morgan Stanley | 1.6M | $148M | 1% | Mar 2026 |
|
| Wells Fargo & Company | 1.5M | $164M | 2% | Jun 2026 |
|
| Cetera Investment Advisers | 1.3M | $137M | 949% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 1.2M | $133M | 10% | Jun 2026 |
|
| Bessemer | 1.2M | $131M | 0% | Jun 2026 |
|
| Delta Capital Management | 1.2M | $1.3M | 9% | Jun 2026 |
|
| Ameriprise Financial | 813k | $88M | -3% | Jun 2026 |
|
| Assetmark | 743k | $80M | -12% | Jun 2026 |
|
| Pnc Financial Services | 737k | $79M | -2% | Jun 2026 |
|
| Deutsche Bank Aktiengesellschaft | 685k | $74M | 0% | Jun 2026 |
|
| Goodman Advisory Group | 526k | $57M | 1% | Jun 2026 |
|
| UBS Group | 490k | $53M | 1% | Jun 2026 |
|
| Bank Of Montreal | 438k | $40M | 100% | Mar 2026 |
|
| Royal Bank of Canada | 390k | $42M | 1% | Jun 2026 |
|
| H&H Retirement Design & Management | 389k | $38M | 5% | Jun 2026 |
|
| New York Life Investment Management | 366k | $39M | -2% | Jun 2026 |
|
| Raymond James Financial | 354k | $38M | 14% | Jun 2026 |
|
| Cambridge Investment Research Advisors | 285k | $31M | 8% | Jun 2026 |
|
| Horizon Investments | 272k | $29M | 100% | Jun 2026 |
|
| Potomac Fund Management | 257k | $28M | 100% | Jun 2026 |
|
| Goldman Sachs Group | 246k | $27M | -45% | Jun 2026 |
|
| River Wealth Advisors | 237k | $22M | 0% | Jun 2026 |
|
| Fil | 221k | $24M | 2455% | Jun 2026 |
|
| Commonwealth Equity Services | 211k | $23M | -2% | Jun 2026 |
|
| Wealth Watch Advisors | 206k | $22M | 100% | Jun 2026 |
|
| Estate Counselors | 206k | $22M | -10% | Jun 2026 |
|
| Leucadia National Corporation | 200k | $22M | 100% | Jun 2026 |
|
| Alliancebernstein | 198k | $18M | -16% | Jun 2026 |
|
| Stifel Financial | 196k | $21M | 0% | Jun 2026 |
|
| DV Trading | 185k | $20M | 100% | Jun 2026 |
|
| Branch Banking & Trust Company | 184k | $20M | -12% | Jun 2026 |
|
| XML Financial | 182k | $20M | -3% | Jun 2026 |
|
| Wealth Enhancement Advisory Services | 174k | $18M | 100% | Jun 2026 |
|
| Advyzon Investment Management | 170k | $18M | 51% | Jun 2026 |
|
| CLS Investments | 168k | $18M | 6174% | Jun 2026 |
|
| Waldron | 167k | $18M | -7% | Jun 2026 |
|
| Advisor Group Holdings | 160k | $17M | 8% | Jun 2026 |
|
| Janney Montgomery Scott | 158k | $17M | 3% | Jun 2026 |
|
| Guggenheim Capital, LLC Managers | 145k | $16M | -14% | Jun 2026 |
|
| Lifestyle Asset Management | 138k | $15M | 100% | Jun 2026 |
|
| Amg National Trust Bank | 134k | $14M | 0% | Jun 2026 |
|
| Capstone Investment Advisors | 131k | $14M | 100% | Jun 2026 |
|
| Modera Wealth Management | 131k | $14M | -1% | Jun 2026 |
|
| Kingsview Wealth Management | 131k | $12M | 100% | Mar 2026 |
|
| Oppenheimer & Co | 130k | $14M | -2% | Jun 2026 |
|
| Allianz Asset Management | 124k | $13M | 2424% | Jun 2026 |
|
| Aegis Wealth Management | 122k | $13M | 1279% | Jun 2026 |
|
| Huntington National Bank | 122k | $13M | -6% | Jun 2026 |
|
| William Mack & Associates | 120k | $13M | 1% | Jun 2026 |
|
| Mml Investors Services | 113k | $12M | 18% | Jun 2026 |
|
| Oppenheimer Asset Management | 113k | $12M | 100% | Jun 2026 |
|
| Financial & Tax Architects | 107k | $12M | 2% | Jun 2026 |
|
| Paulson Wealth Management | 100k | $11M | -1% | Jun 2026 |
|
| NTV Asset Management | 98k | $11M | 0% | Jun 2026 |
|
| Strategic Investment Advisors / MI | 93k | $10M | -12% | Jun 2026 |
|
| Anderson Financial Strategies | 91k | $9.5M | -5% | Jun 2026 |
|
| Paladin Partners | 88k | $9.5M | -2% | Jun 2026 |
|
| TD Asset Management | 88k | $9.5M | 216% | Jun 2026 |
|
| Steward Partners Investment Advisory | 87k | $9.4M | -5% | Jun 2026 |
|
| Advisors Preferred | 83k | $8.7M | -34% | Jun 2026 |
|
| Windsor Capital Management | 81k | $8.7M | -7% | Jun 2026 |
|
| Nomura Asset Management | 80k | $8.6M | 6% | Jun 2026 |
|
| Kovitz Investment Group Partners | 76k | $8.2M | 2% | Jun 2026 |
|
| Win Advisors | 75k | $8.1M | -22% | Jun 2026 |
|
| Prudential Financial | 74k | $8.0M | -11% | Jun 2026 |
|
| Discipline Wealth Solutions | 73k | $7.8M | -9% | Jun 2026 |
|
| Archetype Wealth Partners | 73k | $7.8M | -1% | Jun 2026 |
|
| Baron Financial Group | 72k | $7.7M | -1% | Jun 2026 |
|
| Ameritas Advisory Services | 71k | $7.6M | 958% | Jun 2026 |
|
| Finward Bancorp | 70k | $7.6M | 0% | Jun 2026 |
|
| Us Bancorp | 70k | $7.5M | 94% | Jun 2026 |
|
| J. M. Brown & Associates | 70k | $7.5M | 100% | Jun 2026 |
|
| Riggs Asset Managment | 69k | $7.4M | 1% | Jun 2026 |
|
| Petix & Botte | 69k | $7.4M | -3% | Jun 2026 |
|
| Sykon Capital | 69k | $7.4M | 158% | Jun 2026 |
|
| Goss Wealth Management | 67k | $7.3M | 341% | Jun 2026 |
|
| Citigroup | 67k | $6.1M | 100% | Mar 2026 |
|
| HMS Capital Management | 66k | $7.1M | -2% | Jun 2026 |
|
| David J Yvars Group | 65k | $7.0M | 4% | Jun 2026 |
|
| Private Advisor | 63k | $6.8M | -3% | Jun 2026 |
|
| Cooper Capital Advisors | 63k | $6.7M | 100% | Jun 2026 |
|
| Mirae Asset Global Investments | 61k | $5.6M | 8% | Mar 2026 |
|
| TRUE Private Wealth Advisors | 61k | $6.6M | 169% | Jun 2026 |
|
| Ausdal Financial Partners | 61k | $6.6M | 97% | Jun 2026 |
|
| Pensionmark Financial Group | 60k | $6.3M | 278% | Jun 2026 |
|
| Creative Planning | 57k | $6.2M | -13% | Jun 2026 |
|
| Indivisible Partners | 57k | $6.1M | 29% | Jun 2026 |
|
| Concurrent Investment Advisors | 57k | $6.1M | 8% | Jun 2026 |
|
| HighTower Advisors | 56k | $6.1M | 1% | Jun 2026 |
|
| Bank of New York Mellon | 56k | $6.0M | 100% | Jun 2026 |
|
| Florin Court Capital | 54k | $5.9M | 169% | Jun 2026 |
|
| Guardian Capital | 54k | $5.8M | 21% | Jun 2026 |
|
| Sterling Investment Advisors | 54k | $5.8M | -1% | Jun 2026 |
|
| Rockefeller Capital Management | 53k | $5.7M | -2% | Jun 2026 |
|
| Hershey Financial Advisers | 53k | $5.7M | 4% | Jun 2026 |
|
| Brindle & Bay Financial Advisors | 52k | $5.6M | -8% | Jun 2026 |
|
| CFG Asset Management | 51k | $5.5M | 0% | Jun 2026 |
|
| Elevation Capital Advisory | 51k | $5.5M | 320% | Jun 2026 |
|
| Hanson McClain Advisors | 51k | $5.4M | -2% | Jun 2026 |
|
| Sage Capital Management | 50k | $5.4M | 1% | Jun 2026 |
|
| Galvin, Gaustad & Stein | 49k | $5.3M | 39% | Jun 2026 |
|
| Chesapeake Capital Corp | 46k | $5.0M | 45% | Jun 2026 |
|
| Toroso Investments | 46k | $5.0M | 45% | Jun 2026 |
|
| Wesbanco Trust And Investments | 46k | $4.9M | 5% | Jun 2026 |
|
| Hilltop Holdings | 44k | $4.8M | 1223% | Jun 2026 |
|
| Chicago Partners Investment | 43k | $4.4M | -1% | Jun 2026 |
|
| IFP Advisors | 43k | $4.6M | -2% | Jun 2026 |
|
| Prudential | 43k | $4.6M | 100% | Jun 2026 |
|
| Cim | 43k | $4.6M | -2% | Jun 2026 |
|
| Jones Financial Companies, L.L | 40k | $4.2M | 21% | Jun 2026 |
|
| EFG International | 40k | $4.3M | -2% | Jun 2026 |
|
| National Asset Management | 38k | $4.1M | 1% | Jun 2026 |
|
| Nilsine Partners | 38k | $4.1M | 1% | Jun 2026 |
|
| Midwest Professional Planners | 38k | $4.1M | -3% | Jun 2026 |
|
| Confluence Wealth Services | 37k | $4.0M | 23% | Jun 2026 |
|
| Citadel Advisors | 37k | $4.0M | 84% | Jun 2026 |
|
| Emissary Wealth | 37k | $3.9M | 18% | Jun 2026 |
|
| Optivise Advisory Services | 36k | $3.9M | -9% | Jun 2026 |
|
| Sentinel Advisory Group | 36k | $3.9M | 100% | Jun 2026 |
|
| Geneos Wealth Management | 35k | $3.8M | -13% | Jun 2026 |
|
| HF Advisory Group | 35k | $3.8M | 2% | Jun 2026 |
|
| Warren Averett Asset Management | 34k | $3.6M | 0% | Jun 2026 |
|
| Aletheian Wealth Advisors | 33k | $3.6M | 10% | Jun 2026 |
|
| Graetz Wealth | 33k | $3.6M | -3% | Jun 2026 |
|
| J.w. Cole Advisors | 33k | $3.6M | 113% | Jun 2026 |
|
| McAdam | 33k | $3.5M | -75% | Jun 2026 |
|
| Change Path | 32k | $3.5M | 24% | Jun 2026 |
|
| Captrust Financial Advisors | 32k | $3.5M | -2% | Jun 2026 |
|
| Susquehanna International | 32k | $3.5M | -5% | Jun 2026 |
|
| Strategic Financial Partners | 31k | $3.4M | 63% | Jun 2026 |
|
| Mosley Wealth Management | 31k | $3.4M | 2293% | Jun 2026 |
|
| Mount Lucas Management Corporation | 31k | $3.3M | -12% | Jun 2026 |
|
| Kingswood Wealth Advisors | 30k | $3.3M | 12% | Jun 2026 |
|
| Powell Investment Advisors | 30k | $3.3M | 0% | Jun 2026 |
|
| Sanctuary Advisors | 30k | $3.2M | -2% | Jun 2026 |
|
| Hudson Portfolio Management | 30k | $3.2M | 1% | Jun 2026 |
|
| Transamerica Financial Advisors | 30k | $3.2M | -21% | Jun 2026 |
|
| Equitable Holdings | 30k | $3.2M | -2% | Jun 2026 |
|
| Focus Financial Network | 30k | $3.2M | -6% | Jun 2026 |
|
| Private Advisory | 29k | $3.1M | 24% | Jun 2026 |
|
| FOCUS Wealth Advisors | 29k | $3.1M | 0% | Jun 2026 |
|
| Spectrum Wealth Advisory Group | 29k | $3.1M | -67% | Jun 2026 |
|
| Thrive Capital Management | 28k | $3.0M | -10% | Jun 2026 |
|
| Elequin Capital | 27k | $2.9M | 100% | Jun 2026 |
|
| Ethos Financial Group | 26k | $2.5M | 100% | Jun 2026 |
|
| Thrivent Financial for Lutherans | 26k | $2.8M | -23% | Jun 2026 |
|
| Kestra Advisory Services | 25k | $2.7M | -13% | Jun 2026 |
|
| Prospera Financial Services | 23k | $2.5M | -55% | Jun 2026 |
|
| Bluefin Capital Management | 22k | $2.4M | -79% | Jun 2026 |
|
| Mariner Wealth Advisors | 20k | $2.1M | -47% | Jun 2026 |
|
| AXS Investments | 16k | $1.7M | -66% | Jun 2026 |
|
| Kingsbury Capital Investment Advisors | 15k | $1.6M | -50% | Jun 2026 |
|
| Jane Street | 15k | $1.6M | -97% | Jun 2026 |
|
| CWM | 11k | $1.0M | -80% | Mar 2026 |
|
| Dorsey Wright & Associates | 4.0k | $437k | -86% | Jun 2026 |
|
Who sold out of SPDR Barclays Capital Convertible SecETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Exchange Traded Concepts | Mar 2026 | 43k | $3.9M |
| Wright Fund Managment | Mar 2026 | 43k | $3.9M |