Who owns SPDR Barclays Capital Convertible SecETF?

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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
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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
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Bnp Paribas Arbitrage, Snc 72.00 $5.6k -100% Dec 2024
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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