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 | $197M | 0% | Dec 2024 |
|
| Envestnet Asset Management | 2.4M | $186M | -6% | Mar 2025 |
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| Howard Capital Management | 2.4M | $182M | 1% | Mar 2025 |
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| Morgan Stanley | 1.6M | $127M | 100% | Dec 2024 |
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| Cetera Investment Advisers | 1.6M | $124M | 1180% | Dec 2024 |
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| Assetmark | 1.6M | $124M | -28% | Dec 2024 |
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| LPL Financial | 1.3M | $98M | 5% | Mar 2025 |
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| Bessemer | 1.1M | $87M | 0% | Mar 2025 |
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| Wells Fargo & Company | 1.1M | $87M | 15% | Dec 2024 |
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| Delta Capital Management | 1.1M | $832k | 1% | Mar 2025 |
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| Ameriprise Financial | 1.0M | $78M | 10% | Dec 2024 |
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| Pnc Financial Services | 822k | $64M | -3% | Dec 2024 |
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| Goldman Sachs Group | 705k | $54M | 14% | Mar 2025 |
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| New York Life Investment Management | 659k | $51M | -17% | Mar 2025 |
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| Deutsche Bank Aktiengesellschaft | 637k | $49M | 0% | Mar 2025 |
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| Allianz Asset Management | 579k | $44M | -16% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 496k | $39M | 11% | Dec 2024 |
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| UBS Group | 483k | $37M | 2% | Mar 2025 |
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| Orion Portfolio Solutions | 482k | $38M | 16449% | Dec 2024 |
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| Bank Of Montreal | 462k | $36M | -4% | Dec 2024 |
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| Royal Bank of Canada | 390k | $30M | -2% | Dec 2024 |
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| H&H Retirement Design & Management | 383k | $28M | 1% | Mar 2025 |
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| Alliancebernstein | 302k | $24M | 0% | Dec 2024 |
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| Raymond James Financial | 269k | $21M | 100% | Dec 2024 |
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| Cambridge Investment Research Advisors | 266k | $20M | 3% | Mar 2025 |
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| Commonwealth Equity Services | 242k | $19M | 7% | Dec 2024 |
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| GeoWealth Management | 232k | $18M | 2435% | Dec 2024 |
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| Branch Banking & Trust Company | 231k | $18M | 13% | Mar 2025 |
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| River Wealth Advisors | 222k | $17M | 3% | Dec 2024 |
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| Advisor Group Holdings | 215k | $17M | 2% | Mar 2025 |
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| Guggenheim Capital, LLC Managers | 215k | $17M | -12% | Dec 2024 |
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| XML Financial | 209k | $16M | 0% | Mar 2025 |
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| Waldron | 201k | $15M | -2% | Mar 2025 |
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| Stifel Financial | 195k | $15M | 11% | Dec 2024 |
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| Mml Investors Services | 190k | $15M | 0% | Dec 2024 |
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| Renaissance Technologies | 171k | $13M | -25% | Dec 2024 |
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| Florin Court Capital | 161k | $12M | 73% | Mar 2025 |
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| Janney Montgomery Scott | 156k | $12M | 0% | Mar 2025 |
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| Huntington National Bank | 149k | $12M | -3% | Dec 2024 |
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| Atria Wealth Solutions | 145k | $11M | 244% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 143k | $11M | -35% | Mar 2025 |
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| Paulson Wealth Management | 142k | $11M | 3% | Mar 2025 |
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| National Asset Management | 136k | $11M | -18% | Dec 2024 |
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| Oppenheimer & Co | 126k | $9.6M | 7% | Mar 2025 |
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| FSC Wealth Advisors | 123k | $9.4M | -2% | Mar 2025 |
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| Amg National Trust Bank | 123k | $9.4M | 0% | Mar 2025 |
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| Quadrature Capital | 123k | $9.6M | 100% | Dec 2024 |
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| Modera Wealth Management | 118k | $9.0M | 5% | Mar 2025 |
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| Financial & Tax Architects | 117k | $9.1M | 100% | Dec 2024 |
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| Advisors Preferred | 112k | $8.7M | 36% | Dec 2024 |
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| Creative Planning | 112k | $8.7M | -1% | Dec 2024 |
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| Kingsview Wealth Management | 111k | $8.5M | 14% | Mar 2025 |
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| Estate Counselors | 111k | $8.6M | 1% | Dec 2024 |
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| McAdam | 110k | $8.5M | 1% | Dec 2024 |
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| NTV Asset Management | 110k | $8.4M | -3% | Mar 2025 |
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| Petix & Botte | 106k | $8.3M | -22% | Dec 2024 |
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| Nomura Asset Management | 106k | $8.1M | -52% | Mar 2025 |
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| Jpmorgan Chase & Co | 105k | $8.0M | -36% | Mar 2025 |
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| Lifestyle Asset Management | 103k | $7.9M | 2% | Mar 2025 |
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| Anderson Financial Strategies | 101k | $7.9M | 100% | Dec 2024 |
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| Steward Partners Investment Advisory | 99k | $7.7M | 5% | Dec 2024 |
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| Windsor Capital Management | 97k | $7.4M | -3% | Mar 2025 |
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| Stephens | 96k | $7.3M | -9% | Mar 2025 |
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| Envestnet Portfolio Solutions | 92k | $7.1M | 6% | Mar 2025 |
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| Finward Bancorp | 77k | $6.0M | 100% | Dec 2024 |
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| Atria Investments | 76k | $5.9M | 12% | Dec 2024 |
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| Baron Financial Group | 75k | $5.7M | -1% | Mar 2025 |
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| Prudential Financial | 74k | $5.8M | -24% | Dec 2024 |
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| Elevation Capital Advisory | 71k | $5.5M | 100% | Dec 2024 |
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| Archetype Wealth Partners | 71k | $5.5M | 1% | Dec 2024 |
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| Hanson McClain Advisors | 70k | $5.3M | -13% | Mar 2025 |
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| Ameritas Advisory Services | 69k | $5.3M | 3% | Mar 2025 |
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| Prospera Financial Services | 69k | $5.4M | 218% | Dec 2024 |
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| Private Advisor | 69k | $5.3M | -11% | Mar 2025 |
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| Hilltop Holdings | 67k | $5.2M | 2106% | Dec 2024 |
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| Goss Wealth Management | 66k | $5.1M | 568% | Dec 2024 |
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| Geneos Wealth Management | 64k | $4.9M | 32% | Mar 2025 |
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| Logan Stone Capital | 60k | $4.7M | 9% | Dec 2024 |
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| Riggs Asset Managment | 58k | $4.5M | -1% | Mar 2025 |
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| Mirae Asset Global Investments | 57k | $4.4M | -2% | Mar 2025 |
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| David J Yvars Group | 56k | $4.3M | -1% | Mar 2025 |
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| Rockefeller Capital Management | 56k | $4.4M | -1% | Dec 2024 |
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| Sterling Investment Advisors | 55k | $4.2M | 1% | Mar 2025 |
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| Transamerica Financial Advisors | 52k | $4.1M | 15% | Dec 2024 |
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| Sage Capital Management | 52k | $4.0M | -1% | Dec 2024 |
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| Hershey Financial Advisers | 51k | $4.0M | 100% | Dec 2024 |
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| HighTower Advisors | 51k | $4.0M | 2% | Dec 2024 |
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| Sykon Capital | 50k | $3.9M | 31% | Dec 2024 |
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| Optivise Advisory Services | 47k | $3.6M | -36% | Mar 2025 |
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| Chicago Partners Investment | 47k | $3.6M | -1% | Mar 2025 |
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| Wesbanco Trust And Investments | 47k | $3.6M | 0% | Mar 2025 |
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| Kovitz Investment Group Partners | 46k | $3.6M | 100% | Dec 2024 |
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| Citigroup | 45k | $3.4M | 5% | Mar 2025 |
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| Leucadia National Corporation | 43k | $3.3M | 0% | Mar 2025 |
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| Cim | 43k | $3.3M | 1% | Dec 2024 |
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| TFG Advisers | 41k | $3.2M | -3% | Dec 2024 |
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| Mariner Wealth Advisors | 41k | $3.2M | 362% | Dec 2024 |
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| Thrivent Financial for Lutherans | 39k | $3.1M | 100% | Dec 2024 |
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| Capstone Investment Advisors | 39k | $3.0M | -54% | Dec 2024 |
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| Alliance Wealth Advisors | 38k | $3.0M | -19% | Dec 2024 |
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| Captrust Financial Advisors | 35k | $2.7M | -18% | Dec 2024 |
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| Warren Averett Asset Management | 35k | $2.7M | -8% | Dec 2024 |
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| Mount Lucas Management Corporation | 34k | $2.6M | -6% | Dec 2024 |
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| Kestra Advisory Services | 34k | $2.6M | -5% | Dec 2024 |
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| Simplicity Wealth | 33k | $2.6M | 100% | Mar 2025 |
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| Focus Financial Network | 33k | $2.5M | 0% | Mar 2025 |
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| William Blair $ Company | 33k | $2.6M | 1% | Dec 2024 |
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| Fil | 32k | $2.5M | 91% | Mar 2025 |
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| BlueCrest Capital Management | 32k | $2.5M | 100% | Dec 2024 |
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| Confluence Wealth Services | 31k | $2.4M | 107% | Mar 2025 |
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| FOCUS Wealth Advisors | 31k | $2.4M | -2% | Mar 2025 |
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| Mercer Global Advisors | 31k | $2.4M | 30% | Dec 2024 |
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| Powell Investment Advisors | 31k | $2.3M | 12% | Mar 2025 |
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| Aletheian Wealth Advisors | 31k | $2.3M | 1% | Mar 2025 |
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| EFG Asset Management | 30k | $2.3M | 1% | Mar 2025 |
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| First National Corp | 30k | $2.3M | 1% | Mar 2025 |
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| IFP Advisors | 30k | $2.3M | 28% | Mar 2025 |
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| Kingswood Wealth Advisors | 30k | $2.3M | 57% | Mar 2025 |
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| Principal Securities | 30k | $2.3M | 3% | Mar 2025 |
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| State of Tennessee, Treasury Department | 29k | $2.3M | 100% | Dec 2024 |
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| J.w. Cole Advisors | 29k | $2.2M | 196% | Mar 2025 |
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| Everstar Asset Management | 29k | $2.2M | 0% | Dec 2024 |
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| Investors Research Corp | 28k | $2.2M | -1% | Mar 2025 |
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| Hudson Portfolio Management | 27k | $2.1M | -1% | Dec 2024 |
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| HF Advisory Group | 27k | $2.1M | 3% | Mar 2025 |
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| Equitable Holdings | 27k | $2.1M | 5% | Dec 2024 |
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| OZ Management | 27k | $2.1M | -15% | Dec 2024 |
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| Sowell Financial Services | 26k | $2.0M | -2% | Mar 2025 |
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| Citadel Advisors | 25k | $2.0M | 355% | Dec 2024 |
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| Montecito Bank & Trust | 25k | $1.9M | -7% | Mar 2025 |
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| Disciplined Investments | 24k | $1.9M | 10% | Mar 2025 |
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| Sanctuary Advisors | 24k | $1.9M | -2% | Dec 2024 |
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| Howard Wealth Management | 24k | $1.9M | 2% | Dec 2024 |
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| Signature Securities Group Corporation | 24k | $1.8M | -2% | Mar 2025 |
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| Private Advisory | 23k | $1.7M | -1% | Mar 2025 |
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| Northern Trust | 23k | $1.7M | -5% | Mar 2025 |
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| Octavia Wealth Advisors | 23k | $1.7M | -1% | Mar 2025 |
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| First Trust Advisors | 22k | $1.7M | 100% | Dec 2024 |
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| CI Private Wealth | 22k | $1.7M | -1% | Dec 2024 |
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| O'rourke & Company | 22k | $1.7M | 7% | Mar 2025 |
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| Squarepoint Ops | 22k | $1.7M | 1% | Dec 2024 |
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| OneAscent Financial Services | 21k | $1.6M | -10% | Mar 2025 |
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| SkyOak Wealt | 21k | $1.6M | -1% | Mar 2025 |
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| Change Path | 21k | $1.6M | 18% | Dec 2024 |
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| Colony | 20k | $1.6M | 240% | Dec 2024 |
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| Rosenblum-Silverman-Sutton | 20k | $1.5M | -2% | Mar 2025 |
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| AXS Investments | 20k | $1.5M | 3% | Mar 2025 |
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| MAI Wealth Advisors | 20k | $1.5M | 100% | Dec 2024 |
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| J.W. Burns & Company | 20k | $1.5M | -1% | Mar 2025 |
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| EP Wealth Advisors | 20k | $1.5M | 0% | Dec 2024 |
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| Prudential | 19k | $1.5M | -14% | Dec 2024 |
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| Schaper Benz & Wise Investment Counsel | 19k | $1.5M | -5% | Mar 2025 |
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| Clear Creek Financial Management | 19k | $1.4M | -16% | Mar 2025 |
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| Brookstone Capital Management | 19k | $1.4M | -7% | Mar 2025 |
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| Ignite Planners | 18k | $1.4M | -53% | Mar 2025 |
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| Patten | 15k | $1.1M | -28% | Dec 2024 |
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| Advisory Alpha | 11k | $805k | -58% | Mar 2025 |
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| EverSource Wealth Advisors | 9.4k | $717k | -59% | Mar 2025 |
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| Foundations Investment Advisors | 9.0k | $688k | -79% | Mar 2025 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 8.4k | $642k | -84% | Mar 2025 |
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| Susquehanna International | 4.4k | $345k | -79% | Dec 2024 |
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| Oxinas Partners Wealth Management | 3.4k | $263k | -93% | Mar 2025 |
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| D. J. St. Germain | 1.2k | $95k | -99% | Mar 2025 |
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| CFG Asset Management | 80.00 | $6.1k | -100% | Mar 2025 |
|
| Bnp Paribas Arbitrage, Snc | 72.00 | $5.6k | -100% | Dec 2024 |
|
Who sold out of SPDR Barclays Capital Convertible SecETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wright Fund Managment | Dec 2024 | 871k | $68M |
| Strategic Investment Advisors / MI | Dec 2024 | 180k | $14M |
| Goodman Advisory Group | Dec 2024 | 161k | $13M |
| Win Advisors | Dec 2024 | 120k | $9.3M |
| ACT Advisors | Dec 2024 | 98k | $7.6M |
| MacKay Shields | Dec 2024 | 94k | $7.3M |
| Townsquare Capital | Dec 2024 | 69k | $5.3M |
| Robertson Stephens Wealth Management | Dec 2024 | 69k | $5.3M |
| Synergy Financial Management | Dec 2024 | 63k | $4.9M |
| AMJ Financial Wealth Management | Dec 2024 | 51k | $4.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Dec 2024 | 34k | $2.7M |
| WealthTrust Asset Management | Dec 2024 | 32k | $2.5M |
| Thrive Capital Management | Dec 2024 | 21k | $1.6M |
| Hanlon Investment Management | Dec 2024 | 21k | $1.6M |