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 |
|---|---|---|---|---|---|
| Envestnet Asset Management | 2.9M | $200M | 321% | Jun 2023 |
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| Bank of America Corporation | 2.7M | $189M | -3% | Jun 2023 |
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| Assetmark | 2.4M | $170M | 123373% | Jun 2023 |
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| Morgan Stanley | 2.1M | $145M | -3% | Jun 2023 |
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| Howard Capital Management | 1.9M | $131M | 100% | Jun 2023 |
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| Goldman Sachs Group | 1.4M | $101M | 8% | Jun 2023 |
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| Bessemer | 1.3M | $90M | 2812% | Jun 2023 |
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| New York Life Investment Management | 1.3M | $89M | 45% | Jun 2023 |
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| Wells Fargo & Company | 1.2M | $82M | -7% | Jun 2023 |
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| LPL Financial | 1.1M | $76M | 8% | Jun 2023 |
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| Delta Capital Management | 1.1M | $749k | 100% | Jun 2023 |
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| Pnc Financial Services | 1.0M | $73M | -4% | Jun 2023 |
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| Advisor Group Holdings | 954k | $67M | 126% | Jun 2023 |
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| Deutsche Bank Aktiengesellschaft | 947k | $66M | 0% | Jun 2023 |
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| Ameriprise Financial | 894k | $63M | -15% | Jun 2023 |
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| Cetera Investment Advisers | 781k | $55M | 7402% | Jun 2023 |
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| Bank Of Montreal | 723k | $51M | -17% | Jun 2023 |
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| UBS Group | 618k | $43M | -2% | Jun 2023 |
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| Alliancebernstein | 599k | $42M | 0% | Jun 2023 |
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| Orion Portfolio Solutions | 516k | $36M | 5817% | Jun 2023 |
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| Wright Fund Managment | 491k | $34M | 100% | Jun 2023 |
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| Barclays | 459k | $32M | -1% | Jun 2023 |
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| Royal Bank of Canada | 399k | $28M | -10% | Jun 2023 |
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| Northwestern Mutual Wealth Management Company | 399k | $28M | -10% | Jun 2023 |
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| Multi-Financial Securities | 379k | $27M | 3930% | Jun 2023 |
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| Integrated Wealth Concepts | 356k | $25M | 1% | Jun 2023 |
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| Stifel Financial | 342k | $24M | 78% | Jun 2023 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 337k | $24M | 6% | Jun 2023 |
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| Oakmont Partners | 320k | $22M | 3033% | Jun 2023 |
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| Cambridge Investment Research Advisors | 306k | $21M | 0% | Jun 2023 |
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| Branch Banking & Trust Company | 260k | $18M | -4% | Jun 2023 |
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| AE Wealth Management | 259k | $18M | 96% | Jun 2023 |
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| Financial Network Investment Corporation | 258k | $18M | 140% | Jun 2023 |
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| Mml Investors Services | 257k | $18M | 74% | Jun 2023 |
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| Guggenheim Capital, LLC Managers | 256k | $18M | -12% | Jun 2023 |
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| Hall Private Wealth Advisors | 252k | $18M | 3% | Jun 2023 |
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| Total Investment Management | 251k | $18M | 100% | Jun 2023 |
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| Jane Street | 239k | $17M | 100% | Jun 2023 |
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| Nomura Asset Management | 236k | $17M | 54% | Jun 2023 |
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| Waldron | 227k | $16M | -9% | Jun 2023 |
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| ACT Advisors | 225k | $16M | -2% | Jun 2023 |
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| Commonwealth Equity Services | 218k | $15M | 5% | Jun 2023 |
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| D. J. St. Germain | 217k | $15M | -49% | Jun 2023 |
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| National Asset Management | 216k | $15M | 46% | Jun 2023 |
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| River Wealth Advisors | 203k | $14M | 1% | Jun 2023 |
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| Syntegra Private Wealth Group | 195k | $14M | 14% | Jun 2023 |
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| Oppenheimer Asset Management | 179k | $13M | -1% | Jun 2023 |
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| XML Financial | 179k | $13M | 2% | Jun 2023 |
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| Strategic Investment Advisors / MI | 176k | $12M | 100% | Jun 2023 |
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| Huntington National Bank | 174k | $12M | -9% | Jun 2023 |
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| Raymond James Financial Services Advisors | 171k | $12M | -17% | Jun 2023 |
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| H&H Retirement Design & Management | 167k | $12M | -10% | Jun 2023 |
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| Janney Montgomery Scott | 166k | $12M | 0% | Jun 2023 |
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| Stephens | 162k | $11M | -3% | Jun 2023 |
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| Atria Wealth Solutions | 150k | $11M | 179% | Jun 2023 |
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| Bensler | 149k | $10M | 6% | Jun 2023 |
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| State of Tennessee, Treasury Department | 149k | $10M | 0% | Jun 2023 |
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| Lifestyle Asset Management | 132k | $9.3M | 100% | Jun 2023 |
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| Advisors Preferred | 132k | $9.3M | 89% | Jun 2023 |
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| Petix & Botte | 130k | $9.1M | 102% | Jun 2023 |
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| Conning | 130k | $9.1M | 225% | Jun 2023 |
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| BTS Asset Management | 126k | $8.8M | 1922% | Jun 2023 |
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| Paulson Wealth Management | 123k | $8.6M | 2% | Jun 2023 |
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| NTV Asset Management | 123k | $8.6M | -1% | Jun 2023 |
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| Oppenheimer & Co | 120k | $8.4M | 4% | Jun 2023 |
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| Amg National Trust Bank | 119k | $8.3M | -18% | Jun 2023 |
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| Beacon Harbor Wealth Advisors | 119k | $8.3M | 100% | Jun 2023 |
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| Elequin Capital | 114k | $7.9M | 100% | Jun 2023 |
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| Creative Planning | 111k | $7.7M | 0% | Jun 2023 |
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| Harfst & Associates | 110k | $7.7M | -7% | Jun 2023 |
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| Windsor Capital Management | 104k | $7.3M | 1% | Jun 2023 |
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| McAdam | 101k | $7.1M | 12% | Jun 2023 |
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| Modera Wealth Management | 100k | $7.0M | 0% | Jun 2023 |
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| PFG Advisors | 99k | $6.9M | 15% | Jun 2023 |
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| Bnp Paribas Arbitrage, Snc | 95k | $6.6M | 100% | Jun 2023 |
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| Steward Partners Investment Advisory | 92k | $6.4M | -1% | Jun 2023 |
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| Raymond James & Associates | 85k | $5.9M | -3% | Jun 2023 |
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| FSC Wealth Advisors | 84k | $5.9M | 24706% | Jun 2023 |
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| Baron Financial Group | 82k | $5.7M | -1% | Jun 2023 |
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| Old North State Trust | 81k | $5.6M | 0% | Jun 2023 |
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| Archetype Wealth Partners | 80k | $5.6M | 26% | Jun 2023 |
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| Private Advisor | 75k | $5.2M | -2% | Jun 2023 |
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| SSI Investment Management | 75k | $5.2M | -1% | Jun 2023 |
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| Congress Wealth Management LLC / DE / | 72k | $5.0M | 0% | Jun 2023 |
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| Yarbrough Capital | 71k | $5.0M | 0% | Jun 2023 |
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| Oliver Lagore Vanvalin Investment Group | 70k | $4.9M | 1004114% | Jun 2023 |
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| Transamerica Financial Advisors | 70k | $4.9M | 4484% | Jun 2023 |
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| Advisory Alpha | 68k | $4.8M | 205% | Jun 2023 |
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| David J Yvars Group | 64k | $4.5M | -1% | Jun 2023 |
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| Rockefeller Capital Management | 64k | $4.5M | -4% | Jun 2023 |
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| Chicago Partners Investment | 63k | $4.4M | -1% | Jun 2023 |
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| Citigroup | 62k | $4.2M | 28% | Mar 2023 |
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| Renaissance Technologies | 62k | $4.3M | 73% | Jun 2023 |
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| Alliance Wealth Advisors | 61k | $4.3M | 100% | Jun 2023 |
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| Sterling Investment Advisors | 60k | $4.2M | -2% | Jun 2023 |
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| GeoWealth Management | 57k | $4.0M | -6% | Jun 2023 |
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| Capstone Investment Advisors | 53k | $3.7M | 100% | Jun 2023 |
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| Efg Capital International Corp. | 53k | $3.7M | 100% | Jun 2023 |
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| EFG Asset Management | 53k | $3.7M | -2% | Jun 2023 |
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| Geneos Wealth Management | 53k | $3.7M | 25% | Jun 2023 |
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| Mirae Asset Global Investments | 52k | $3.7M | 7% | Jun 2023 |
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| TFG Advisers | 49k | $3.4M | -1% | Jun 2023 |
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| Florin Court Capital | 49k | $3.4M | 100% | Jun 2023 |
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| HighTower Advisors | 46k | $3.2M | 52% | Jun 2023 |
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| Riggs Asset Managment | 45k | $3.1M | 3% | Jun 2023 |
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| Disciplined Investments | 45k | $3.1M | -32% | Jun 2023 |
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| Atria Investments | 43k | $3.0M | -24% | Jun 2023 |
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| Financial Architects | 43k | $3.0M | 0% | Jun 2023 |
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| Estate Counselors | 42k | $3.0M | 135% | Jun 2023 |
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| Babson Capital Management | 41k | $2.9M | 238% | Jun 2023 |
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| Hanlon Investment Management | 41k | $2.8M | 100% | Jun 2023 |
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| Wesbanco Trust And Investments | 39k | $2.7M | 7% | Jun 2023 |
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| Warren Averett Asset Management | 39k | $2.7M | 100% | Jun 2023 |
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| Investors Research Corp | 39k | $2.7M | 0% | Jun 2023 |
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| William Blair $ Company | 38k | $2.7M | -8% | Jun 2023 |
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| HF Advisory Group | 38k | $2.6M | 10% | Jun 2023 |
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| TRUE Private Wealth Advisors | 37k | $2.6M | 788% | Jun 2023 |
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| Mount Lucas Management Corporation | 37k | $2.6M | 100% | Jun 2023 |
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| Dunhill Financial | 37k | $2.5M | 100% | Jun 2023 |
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| IFP Advisors | 36k | $2.5M | 3% | Jun 2023 |
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| Prudential Financial | 36k | $2.5M | 100% | Jun 2023 |
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| RPg Family Wealth Advisory | 36k | $2.5M | -2% | Jun 2023 |
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| Jpmorgan Chase & Co | 36k | $2.5M | -52% | Jun 2023 |
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| Octavia Wealth Advisors | 36k | $2.5M | -7% | Jun 2023 |
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| First Hawaiian Bank | 35k | $2.5M | -1% | Jun 2023 |
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| Norway Savings Bank | 35k | $2.4M | 14% | Jun 2023 |
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| Captrust Financial Advisors | 33k | $2.3M | -9% | Jun 2023 |
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| Mercer Global Advisors | 33k | $2.3M | 24% | Jun 2023 |
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| TFB Advisors | 33k | $2.3M | 100% | Jun 2023 |
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| Wavelength Capital Management | 32k | $2.2M | 93% | Jun 2023 |
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| Moneywise | 32k | $2.2M | -31% | Jun 2023 |
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| Kestra Advisory Services | 32k | $2.2M | -4% | Jun 2023 |
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| First National Corp | 32k | $2.2M | 0% | Jun 2023 |
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| Hudson Portfolio Management | 31k | $2.2M | -4% | Jun 2023 |
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| FOCUS Wealth Advisors | 30k | $2.1M | -1% | Jun 2023 |
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| Susquehanna International | 30k | $2.1M | -68% | Jun 2023 |
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| Sowell Financial Services | 30k | $2.1M | 30% | Jun 2023 |
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| Portside Wealth Group | 29k | $2.0M | 100% | Jun 2023 |
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| Powell Investment Advisors | 29k | $2.0M | 0% | Jun 2023 |
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| Patten | 29k | $2.0M | -1% | Jun 2023 |
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| Signature Securities Group Corporation | 29k | $2.0M | -6% | Jun 2023 |
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| Legacy Capital Wealth Partners | 27k | $1.9M | -56% | Jun 2023 |
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| Montecito Bank & Trust | 25k | $1.8M | -10% | Jun 2023 |
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| Aletheian Wealth Advisors | 25k | $1.7M | 0% | Jun 2023 |
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| Prudential | 25k | $1.7M | 38% | Jun 2023 |
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| Howard Wealth Management | 25k | $1.7M | -3% | Jun 2023 |
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| Schaper Benz & Wise Investment Counsel | 24k | $1.7M | 0% | Jun 2023 |
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| Sigma Planning | 24k | $1.7M | -4% | Jun 2023 |
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| BlueCrest Capital Management | 24k | $1.7M | 100% | Jun 2023 |
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| Foundations Investment Advisors | 24k | $1.7M | -57% | Jun 2023 |
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| Silver Oak Securities | 24k | $1.7M | -21% | Jun 2023 |
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| EP Wealth Advisors | 24k | $1.4M | -78% | Jun 2023 |
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| Kraematon Investment Advisors | 24k | $1.6M | -9% | Jun 2023 |
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| Whittier Trust Co. of Nevada | 23k | $1.6M | -7% | Jun 2023 |
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| SkyOak Wealt | 22k | $1.6M | -10% | Jun 2023 |
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| Towerpoint Wealth | 22k | $1.5M | -17% | Jun 2023 |
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| Overbrook Management Corp. | 21k | $1.5M | -19% | Jun 2023 |
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| Capital City Trust Company | 19k | $1.3M | -24% | Jun 2023 |
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| Mariner Wealth Advisors | 19k | $1.3M | -73% | Jun 2023 |
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| Dynamic Advisors Solutions | 18k | $1.3M | -63% | Jun 2023 |
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| Legacy Financial Group | 15k | $1.0M | -86% | Jun 2023 |
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| Insight Wealth Strategies | 13k | $913k | -97% | Jun 2023 |
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| Wellington Management Company | 7.8k | $546k | -96% | Jun 2023 |
|
Who sold out of SPDR Barclays Capital Convertible SecETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Conservest Capital Advisors | Mar 2023 | 531k | $36M |
| Townsquare Capital | Dec 2022 | 236k | $15M |
| Bluefin Capital Management | Mar 2023 | 146k | $9.8M |
| Mangrove Partners | Mar 2023 | 130k | $8.7M |
| Logan Stone Capital | Mar 2023 | 81k | $5.4M |
| Park Avenue Securities | Mar 2023 | 72k | $4.8M |
| Cavalier Investments | Mar 2023 | 48k | $3.2M |
| Penobscot Wealth Management | Mar 2023 | 27k | $1.8M |