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 | 2.7M | $243M | 100% | Mar 2026 |
|
| Morgan Stanley | 1.6M | $148M | 1% | Mar 2026 |
|
| Wells Fargo & Company | 1.5M | $137M | 1% | Mar 2026 |
|
| LPL Financial | 1.3M | $114M | -21% | Mar 2026 |
|
| Bessemer | 1.2M | $112M | 7% | Mar 2026 |
|
| Delta Capital Management | 1.2M | $1.3M | 9% | Jun 2026 |
|
| Northwestern Mutual Wealth Management Company | 1.1M | $103M | 8% | Mar 2026 |
|
| Assetmark | 843k | $77M | -8% | Mar 2026 |
|
| Ameriprise Financial | 841k | $77M | 5% | Mar 2026 |
|
| Pnc Financial Services | 754k | $69M | -4% | Mar 2026 |
|
| Deutsche Bank Aktiengesellschaft | 685k | $63M | -14% | Mar 2026 |
|
| Goodman Advisory Group | 523k | $48M | -3% | Mar 2026 |
|
| UBS Group | 487k | $45M | 1% | Mar 2026 |
|
| Jane Street | 455k | $42M | -17% | Mar 2026 |
|
| Envestnet Asset Management | 449k | $41M | -80% | Mar 2026 |
|
| Goldman Sachs Group | 446k | $41M | -15% | Mar 2026 |
|
| Bank Of Montreal | 438k | $40M | 100% | Mar 2026 |
|
| Royal Bank of Canada | 384k | $35M | 100% | Mar 2026 |
|
| New York Life Investment Management | 375k | $34M | -21% | Mar 2026 |
|
| H&H Retirement Design & Management | 372k | $38M | -6% | Mar 2026 |
|
| Raymond James Financial | 311k | $28M | -41% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 264k | $24M | -12% | Mar 2026 |
|
| River Wealth Advisors | 237k | $22M | 1% | Mar 2026 |
|
| Alliancebernstein | 234k | $21M | -6% | Mar 2026 |
|
| Estate Counselors | 230k | $21M | 73% | Mar 2026 |
|
| Commonwealth Equity Services | 214k | $20M | -15% | Mar 2026 |
|
| Branch Banking & Trust Company | 210k | $19M | -2% | Mar 2026 |
|
| Stifel Financial | 196k | $18M | 0% | Mar 2026 |
|
| XML Financial | 187k | $17M | -1% | Mar 2026 |
|
| Waldron | 181k | $17M | -3% | Mar 2026 |
|
| Guggenheim Capital, LLC Managers | 170k | $16M | 2% | Mar 2026 |
|
| Janney Montgomery Scott | 154k | $14M | -2% | Mar 2026 |
|
| Advisor Group Holdings | 149k | $14M | -11% | Mar 2026 |
|
| Amg National Trust Bank | 134k | $12M | 6% | Mar 2026 |
|
| Oppenheimer & Co | 132k | $12M | -2% | Mar 2026 |
|
| Modera Wealth Management | 131k | $12M | -6% | Mar 2026 |
|
| Kingsview Wealth Management | 131k | $12M | 100% | Mar 2026 |
|
| Huntington National Bank | 130k | $12M | 10% | Mar 2026 |
|
| McAdam | 129k | $12M | 5% | Mar 2026 |
|
| Advisors Preferred | 125k | $12M | 71% | Mar 2026 |
|
| Aegis Wealth Management | 122k | $13M | 1279% | Jun 2026 |
|
| Cetera Investment Advisers | 121k | $11M | -92% | Mar 2026 |
|
| William Mack & Associates | 120k | $13M | 1% | Jun 2026 |
|
| Advyzon Investment Management | 112k | $10M | 416% | Mar 2026 |
|
| Strategic Investment Advisors / MI | 106k | $9.7M | 8% | Mar 2026 |
|
| Financial & Tax Architects | 105k | $9.6M | 100% | Mar 2026 |
|
| Bluefin Capital Management | 105k | $9.6M | 100% | Mar 2026 |
|
| Paulson Wealth Management | 100k | $9.2M | -40% | Mar 2026 |
|
| NTV Asset Management | 97k | $8.9M | -3% | Mar 2026 |
|
| Win Advisors | 97k | $8.8M | 100% | Mar 2026 |
|
| Anderson Financial Strategies | 97k | $10M | -3% | Mar 2026 |
|
| Mml Investors Services | 96k | $8.8M | -20% | Mar 2026 |
|
| Steward Partners Investment Advisory | 92k | $8.4M | -1% | Mar 2026 |
|
| Paladin Partners | 90k | $8.3M | 13% | Mar 2026 |
|
| Spectrum Wealth Advisory Group | 86k | $7.8M | 2% | Mar 2026 |
|
| Prudential Financial | 83k | $7.6M | 22% | Mar 2026 |
|
| Windsor Capital Management | 81k | $8.7M | -7% | Jun 2026 |
|
| Discipline Wealth Solutions | 80k | $7.3M | 2040% | Mar 2026 |
|
| Nomura Asset Management | 75k | $6.9M | 0% | Mar 2026 |
|
| Kovitz Investment Group Partners | 74k | $6.8M | 6% | Mar 2026 |
|
| Archetype Wealth Partners | 74k | $6.7M | 3% | Mar 2026 |
|
| Baron Financial Group | 72k | $7.7M | -1% | Jun 2026 |
|
| Petix & Botte | 71k | $6.5M | -5% | Mar 2026 |
|
| Finward Bancorp | 70k | $7.6M | 0% | Jun 2026 |
|
| Riggs Asset Managment | 68k | $6.2M | 11% | Mar 2026 |
|
| Citigroup | 67k | $6.1M | 100% | Mar 2026 |
|
| HMS Capital Management | 67k | $6.1M | -5% | Mar 2026 |
|
| Creative Planning | 66k | $6.1M | 2% | Mar 2026 |
|
| David J Yvars Group | 65k | $7.0M | 4% | Jun 2026 |
|
| Private Advisor | 65k | $6.0M | -31% | Mar 2026 |
|
| Mirae Asset Global Investments | 61k | $5.6M | 8% | Mar 2026 |
|
| Brindle & Bay Financial Advisors | 57k | $5.2M | 13% | Mar 2026 |
|
| HighTower Advisors | 56k | $5.1M | 1% | Mar 2026 |
|
| Sterling Investment Advisors | 54k | $5.0M | 0% | Mar 2026 |
|
| Rockefeller Capital Management | 54k | $5.0M | 0% | Mar 2026 |
|
| Concurrent Investment Advisors | 52k | $4.8M | -2% | Mar 2026 |
|
| Prospera Financial Services | 51k | $4.7M | -9% | Mar 2026 |
|
| Hanson McClain Advisors | 51k | $4.7M | -10% | Mar 2026 |
|
| CFG Asset Management | 51k | $4.7M | 100% | Mar 2026 |
|
| Hershey Financial Advisers | 51k | $4.7M | 25% | Mar 2026 |
|
| Sage Capital Management | 50k | $4.5M | 0% | Mar 2026 |
|
| AXS Investments | 47k | $4.3M | -8% | Mar 2026 |
|
| Guardian Capital | 45k | $4.1M | 224% | Mar 2026 |
|
| Indivisible Partners | 44k | $4.0M | 100% | Mar 2026 |
|
| IFP Advisors | 44k | $4.0M | 4% | Mar 2026 |
|
| Wesbanco Trust And Investments | 44k | $4.0M | -9% | Mar 2026 |
|
| Chicago Partners Investment | 44k | $4.4M | -5% | Mar 2026 |
|
| Cim | 44k | $4.0M | -1% | Mar 2026 |
|
| Exchange Traded Concepts | 43k | $3.9M | 75% | Mar 2026 |
|
| Geneos Wealth Management | 41k | $3.7M | -24% | Mar 2026 |
|
| EFG International | 41k | $3.7M | -1% | Mar 2026 |
|
| Optivise Advisory Services | 40k | $3.7M | -1% | Mar 2026 |
|
| Midwest Professional Planners | 39k | $3.6M | 100% | Mar 2026 |
|
| National Asset Management | 38k | $3.4M | -17% | Mar 2026 |
|
| Nilsine Partners | 38k | $3.8M | 100% | Mar 2026 |
|
| Transamerica Financial Advisors | 38k | $3.5M | 21% | Mar 2026 |
|
| Mariner Wealth Advisors | 37k | $3.4M | 146% | Mar 2026 |
|
| Galvin, Gaustad & Stein | 36k | $3.2M | 885% | Mar 2026 |
|
| HF Advisory Group | 35k | $3.8M | 2% | Jun 2026 |
|
| Mount Lucas Management Corporation | 35k | $3.2M | 6% | Mar 2026 |
|
| Graetz Wealth | 34k | $3.1M | 100% | Mar 2026 |
|
| Susquehanna International | 34k | $3.1M | -13% | Mar 2026 |
|
| Warren Averett Asset Management | 34k | $3.1M | -3% | Mar 2026 |
|
| Thrivent Financial for Lutherans | 34k | $3.1M | -1% | Mar 2026 |
|
| Jones Financial Companies, L.L | 33k | $3.0M | 5% | Mar 2026 |
|
| Aletheian Wealth Advisors | 33k | $3.6M | 10% | Jun 2026 |
|
| Captrust Financial Advisors | 33k | $3.0M | 2% | Mar 2026 |
|
| Chesapeake Capital Corp | 32k | $2.9M | 74% | Mar 2026 |
|
| Toroso Investments | 32k | $2.9M | 74% | Mar 2026 |
|
| Ausdal Financial Partners | 31k | $2.8M | 34% | Mar 2026 |
|
| Emissary Wealth | 31k | $2.8M | 12% | Mar 2026 |
|
| Sanctuary Advisors | 31k | $2.8M | 2% | Mar 2026 |
|
| Thrive Capital Management | 31k | $2.8M | 12% | Mar 2026 |
|
| Confluence Wealth Services | 30k | $2.8M | 5% | Mar 2026 |
|
| Powell Investment Advisors | 30k | $2.8M | -1% | Mar 2026 |
|
| Equitable Holdings | 30k | $2.7M | 17% | Mar 2026 |
|
| Hudson Portfolio Management | 30k | $2.7M | 5% | Mar 2026 |
|
| Focus Financial Network | 30k | $3.2M | -6% | Jun 2026 |
|
| Dorsey Wright & Associates | 29k | $2.7M | 604% | Mar 2026 |
|
| Kestra Advisory Services | 29k | $2.7M | 2% | Mar 2026 |
|
| FOCUS Wealth Advisors | 29k | $3.1M | 0% | Jun 2026 |
|
| TD Asset Management | 28k | $2.5M | 100% | Mar 2026 |
|
| Kingswood Wealth Advisors | 27k | $2.5M | 100% | Mar 2026 |
|
| Sykon Capital | 27k | $2.4M | -6% | Mar 2026 |
|
| Change Path | 26k | $2.4M | 2% | Mar 2026 |
|
| Sowell Financial Services | 26k | $2.4M | -5% | Mar 2026 |
|
| Stirlingshire Investments | 25k | $2.3M | 100% | Mar 2026 |
|
| Lake Hills Wealth Management | 24k | $2.6M | 100% | Jun 2026 |
|
| William Blair $ Company | 24k | $2.2M | -52% | Mar 2026 |
|
| Disciplined Investments | 24k | $2.2M | 0% | Mar 2026 |
|
| Principal Securities | 24k | $2.2M | 5% | Mar 2026 |
|
| Talon Private Wealth | 24k | $2.2M | 100% | Mar 2026 |
|
| Private Advisory | 24k | $2.2M | -1% | Mar 2026 |
|
| Everstar Asset Management | 23k | $2.1M | -4% | Mar 2026 |
|
| Howard Wealth Management | 23k | $2.1M | -1% | Mar 2026 |
|
| Yorktown Management & Research Company | 23k | $2.1M | -15% | Mar 2026 |
|
| TRUE Private Wealth Advisors | 23k | $2.1M | -19% | Mar 2026 |
|
| Northern Trust | 23k | $2.1M | 3% | Mar 2026 |
|
| MAI Wealth Advisors | 22k | $2.0M | -4% | Mar 2026 |
|
| Brookstone Capital Management | 22k | $2.0M | 7% | Mar 2026 |
|
| CI Private Wealth | 22k | $2.0M | -12% | Mar 2026 |
|
| Montecito Bank & Trust | 22k | $2.0M | -2% | Mar 2026 |
|
| O'rourke & Company | 22k | $2.0M | -2% | Mar 2026 |
|
| NVWM | 21k | $2.0M | 656% | Mar 2026 |
|
| J.W. Burns & Company | 21k | $1.9M | 8% | Mar 2026 |
|
| Atria Investments | 21k | $1.9M | -9% | Mar 2026 |
|
| Colony | 21k | $1.8M | 6% | Mar 2026 |
|
| SkyOak Wealt | 21k | $1.9M | 0% | Mar 2026 |
|
| Florin Court Capital | 20k | $1.8M | -54% | Mar 2026 |
|
| EP Wealth Advisors | 20k | $1.8M | 2% | Mar 2026 |
|
| Advisory Alpha | 20k | $1.8M | -3% | Mar 2026 |
|
| Octavia Wealth Advisors | 19k | $1.7M | -10% | Mar 2026 |
|
| Pensionmark Financial Group | 16k | $1.5M | -74% | Mar 2026 |
|
| J.w. Cole Advisors | 16k | $1.4M | -56% | Mar 2026 |
|
| Goss Wealth Management | 15k | $1.4M | -83% | Mar 2026 |
|
| Elevation Capital Advisory | 12k | $1.1M | -78% | Mar 2026 |
|
| CWM | 11k | $1.0M | -80% | Mar 2026 |
|
| Fil | 8.7k | $793k | -76% | Mar 2026 |
|
| Howard Capital Management | 6.0k | $546k | -100% | Mar 2026 |
|
| FSC Wealth Advisors | 4.7k | $433k | -92% | Mar 2026 |
|
| Silver Oak Securities | 4.7k | $426k | -78% | Mar 2026 |
|
| CLS Investments | 2.7k | $245k | -99% | Mar 2026 |
|
| Envestnet Portfolio Solutions | 2.4k | $221k | -94% | Mar 2026 |
|
Who sold out of SPDR Barclays Capital Convertible SecETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Potomac Fund Management | Dec 2025 | 256k | $23M |
| Wealth Enhancement Advisory Services | Dec 2025 | 239k | $22M |
| Wealth Watch Advisors | Dec 2025 | 238k | $21M |
| Lifestyle Asset Management | Dec 2025 | 141k | $13M |
| Horizon Investments | Dec 2025 | 75k | $6.7M |
| Wright Fund Managment | Mar 2026 | 43k | $3.9M |
| Cordatus Wealth Management | Dec 2025 | 30k | $2.7M |