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 | 2.7M | $243M | 100% | Mar 2026 |
|
| Morgan Stanley | 1.6M | $148M | 1% | Mar 2026 |
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| Wells Fargo & Company | 1.5M | $137M | 1% | Mar 2026 |
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| LPL Financial | 1.3M | $114M | -21% | Mar 2026 |
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| Bessemer | 1.2M | $112M | 7% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 1.1M | $103M | 8% | Mar 2026 |
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| Delta Capital Management | 1.1M | $994k | 0% | Mar 2026 |
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| Assetmark | 843k | $77M | -8% | Mar 2026 |
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| Ameriprise Financial | 841k | $77M | 5% | Mar 2026 |
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| Pnc Financial Services | 754k | $69M | -4% | Mar 2026 |
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| Deutsche Bank Aktiengesellschaft | 685k | $63M | -14% | Mar 2026 |
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| Raymond James Financial | 524k | $47M | 73% | Dec 2025 |
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| Goodman Advisory Group | 523k | $48M | -3% | Mar 2026 |
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| UBS Group | 487k | $45M | 1% | Mar 2026 |
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| Jane Street | 455k | $42M | -17% | Mar 2026 |
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| Envestnet Asset Management | 449k | $41M | -80% | Mar 2026 |
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| Goldman Sachs Group | 446k | $41M | -15% | Mar 2026 |
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| Bank Of Montreal | 438k | $40M | 100% | Mar 2026 |
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| Royal Bank of Canada | 384k | $35M | -4% | Mar 2026 |
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| New York Life Investment Management | 375k | $34M | -21% | Mar 2026 |
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| H&H Retirement Design & Management | 372k | $38M | -6% | Mar 2026 |
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| Cambridge Investment Research Advisors | 264k | $24M | -12% | Mar 2026 |
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| Potomac Fund Management | 256k | $23M | -46% | Dec 2025 |
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| River Wealth Advisors | 237k | $22M | 1% | Mar 2026 |
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| Alliancebernstein | 234k | $21M | -6% | Mar 2026 |
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| Commonwealth Equity Services | 214k | $20M | -15% | Mar 2026 |
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| Branch Banking & Trust Company | 210k | $19M | -2% | Mar 2026 |
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| Stifel Financial | 196k | $18M | 0% | Mar 2026 |
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| XML Financial | 187k | $17M | -1% | Mar 2026 |
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| Waldron | 181k | $17M | -3% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 170k | $16M | 2% | Mar 2026 |
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| Advisor Group Holdings | 168k | $15M | -51% | Dec 2025 |
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| Janney Montgomery Scott | 154k | $14M | -2% | Mar 2026 |
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| Amg National Trust Bank | 134k | $12M | 6% | Mar 2026 |
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| Estate Counselors | 133k | $12M | 4% | Dec 2025 |
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| Oppenheimer & Co | 132k | $12M | -2% | Mar 2026 |
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| Modera Wealth Management | 131k | $12M | -6% | Mar 2026 |
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| Kingsview Wealth Management | 131k | $12M | 100% | Mar 2026 |
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| McAdam | 129k | $12M | 5% | Mar 2026 |
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| Advisors Preferred | 125k | $12M | 71% | Mar 2026 |
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| Cetera Investment Advisers | 121k | $11M | -92% | Mar 2026 |
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| William Mack & Associates | 119k | $11M | -34% | Mar 2026 |
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| Huntington National Bank | 118k | $11M | -4% | Dec 2025 |
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| Advyzon Investment Management | 112k | $10M | 416% | Mar 2026 |
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| Strategic Investment Advisors / MI | 106k | $9.7M | 8% | Mar 2026 |
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| Financial & Tax Architects | 105k | $9.6M | 100% | Mar 2026 |
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| Paulson Wealth Management | 100k | $9.2M | -40% | Mar 2026 |
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| Anderson Financial Strategies | 100k | $8.9M | 2% | Dec 2025 |
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| NTV Asset Management | 97k | $8.9M | -3% | Mar 2026 |
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| Win Advisors | 97k | $8.8M | 100% | Mar 2026 |
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| Mml Investors Services | 96k | $8.8M | -20% | Mar 2026 |
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| Steward Partners Investment Advisory | 92k | $8.4M | -1% | Mar 2026 |
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| Windsor Capital Management | 86k | $7.9M | -3% | Mar 2026 |
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| Spectrum Wealth Advisory Group | 86k | $7.8M | 2% | Mar 2026 |
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| Prudential Financial | 83k | $7.6M | 22% | Mar 2026 |
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| Discipline Wealth Solutions | 80k | $7.3M | 2040% | Mar 2026 |
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| Nomura Asset Management | 75k | $6.9M | 0% | Mar 2026 |
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| Horizon Investments | 75k | $6.7M | -75% | Dec 2025 |
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| Kovitz Investment Group Partners | 74k | $6.8M | 6% | Mar 2026 |
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| Archetype Wealth Partners | 74k | $6.7M | 3% | Mar 2026 |
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| Baron Financial Group | 72k | $6.6M | 0% | Mar 2026 |
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| Petix & Botte | 71k | $6.5M | -5% | Mar 2026 |
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| Finward Bancorp | 70k | $6.4M | 1% | Mar 2026 |
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| Riggs Asset Managment | 68k | $6.2M | 11% | Mar 2026 |
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| Citigroup | 67k | $6.1M | 100% | Mar 2026 |
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| HMS Capital Management | 67k | $6.1M | -5% | Mar 2026 |
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| Creative Planning | 66k | $6.1M | 2% | Mar 2026 |
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| Private Advisor | 65k | $6.0M | -31% | Mar 2026 |
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| David J Yvars Group | 63k | $5.7M | 2% | Mar 2026 |
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| Mirae Asset Global Investments | 61k | $5.6M | 8% | Mar 2026 |
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| Hanson McClain Advisors | 57k | $5.1M | -11% | Dec 2025 |
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| Brindle & Bay Financial Advisors | 57k | $5.2M | 13% | Mar 2026 |
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| CWM | 56k | $5.0M | 512% | Dec 2025 |
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| HighTower Advisors | 56k | $5.1M | 1% | Mar 2026 |
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| Sterling Investment Advisors | 54k | $5.0M | 0% | Mar 2026 |
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| Rockefeller Capital Management | 54k | $5.0M | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 52k | $4.8M | -2% | Mar 2026 |
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| Prospera Financial Services | 51k | $4.7M | -9% | Mar 2026 |
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| CFG Asset Management | 51k | $4.7M | 100% | Mar 2026 |
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| Hershey Financial Advisers | 51k | $4.7M | 25% | Mar 2026 |
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| Sage Capital Management | 50k | $4.5M | 0% | Mar 2026 |
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| AXS Investments | 47k | $4.3M | -8% | Mar 2026 |
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| Guardian Capital | 45k | $4.1M | 224% | Mar 2026 |
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| Indivisible Partners | 44k | $4.0M | 100% | Mar 2026 |
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| IFP Advisors | 44k | $4.0M | 4% | Mar 2026 |
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| Wesbanco Trust And Investments | 44k | $4.0M | -9% | Mar 2026 |
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| Chicago Partners Investment | 44k | $4.4M | -5% | Mar 2026 |
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| Cim | 44k | $4.0M | -1% | Mar 2026 |
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| Exchange Traded Concepts | 43k | $3.9M | 75% | Mar 2026 |
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| Wright Fund Managment | 43k | $3.9M | 75% | Mar 2026 |
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| Geneos Wealth Management | 41k | $3.7M | -24% | Mar 2026 |
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| EFG International | 41k | $3.6M | 100% | Dec 2025 |
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| Optivise Advisory Services | 40k | $3.7M | -1% | Mar 2026 |
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| Susquehanna International | 39k | $3.5M | -75% | Dec 2025 |
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| Midwest Professional Planners | 39k | $3.6M | 100% | Mar 2026 |
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| National Asset Management | 38k | $3.4M | -17% | Mar 2026 |
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| Nilsine Partners | 38k | $3.8M | 100% | Mar 2026 |
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| Transamerica Financial Advisors | 38k | $3.5M | 21% | Mar 2026 |
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| Mariner Wealth Advisors | 37k | $3.4M | 146% | Mar 2026 |
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| Fil | 36k | $3.2M | 0% | Dec 2025 |
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| Us Bancorp | 36k | $3.2M | 98% | Dec 2025 |
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| Warren Averett Asset Management | 35k | $3.1M | -3% | Dec 2025 |
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| Mount Lucas Management Corporation | 35k | $3.2M | 6% | Mar 2026 |
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| Graetz Wealth | 34k | $3.1M | 100% | Mar 2026 |
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| HF Advisory Group | 34k | $3.1M | 3% | Mar 2026 |
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| Thrivent Financial for Lutherans | 34k | $3.1M | -1% | Mar 2026 |
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| Captrust Financial Advisors | 32k | $2.9M | 1% | Dec 2025 |
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| Chesapeake Capital Corp | 32k | $2.9M | 74% | Mar 2026 |
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| Toroso Investments | 32k | $2.9M | 74% | Mar 2026 |
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| Jones Financial Companies, L.L | 32k | $2.8M | 7% | Dec 2025 |
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| Focus Financial Network | 32k | $2.9M | -5% | Mar 2026 |
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| Ausdal Financial Partners | 31k | $2.8M | 34% | Mar 2026 |
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| Emissary Wealth | 31k | $2.8M | 12% | Mar 2026 |
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| Sanctuary Advisors | 31k | $2.8M | 2% | Mar 2026 |
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| Thrive Capital Management | 31k | $2.8M | 12% | Mar 2026 |
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| Aletheian Wealth Advisors | 30k | $2.8M | -10% | Mar 2026 |
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| Confluence Wealth Services | 30k | $2.8M | 5% | Mar 2026 |
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| Powell Investment Advisors | 30k | $2.8M | -1% | Mar 2026 |
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| Equitable Holdings | 30k | $2.7M | 17% | Mar 2026 |
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| Dorsey Wright & Associates | 29k | $2.7M | 604% | Mar 2026 |
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| Kestra Advisory Services | 29k | $2.7M | 2% | Mar 2026 |
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| FOCUS Wealth Advisors | 29k | $2.7M | -5% | Mar 2026 |
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| Hudson Portfolio Management | 28k | $2.5M | 6% | Dec 2025 |
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| TD Asset Management | 28k | $2.5M | 100% | Mar 2026 |
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| Kingswood Wealth Advisors | 27k | $2.5M | 100% | Mar 2026 |
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| Sykon Capital | 27k | $2.4M | -6% | Mar 2026 |
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| Change Path | 26k | $2.4M | 2% | Mar 2026 |
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| Sowell Financial Services | 26k | $2.4M | -5% | Mar 2026 |
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| Stirlingshire Investments | 25k | $2.3M | 100% | Mar 2026 |
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| William Blair $ Company | 24k | $2.2M | -52% | Mar 2026 |
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| Disciplined Investments | 24k | $2.2M | 0% | Mar 2026 |
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| Principal Securities | 24k | $2.2M | 5% | Mar 2026 |
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| Talon Private Wealth | 24k | $2.2M | 100% | Mar 2026 |
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| Private Advisory | 24k | $2.2M | -1% | Mar 2026 |
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| Everstar Asset Management | 23k | $2.1M | -4% | Mar 2026 |
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| Howard Wealth Management | 23k | $2.1M | -1% | Mar 2026 |
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| Yorktown Management & Research Company | 23k | $2.1M | -15% | Mar 2026 |
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| TRUE Private Wealth Advisors | 23k | $2.1M | -19% | Mar 2026 |
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| O'rourke & Company | 22k | $2.0M | -1% | Dec 2025 |
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| MAI Wealth Advisors | 22k | $2.0M | -4% | Mar 2026 |
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| Northern Trust | 22k | $2.0M | 0% | Dec 2025 |
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| Brookstone Capital Management | 22k | $2.0M | 7% | Mar 2026 |
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| CI Private Wealth | 22k | $2.0M | -12% | Mar 2026 |
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| Montecito Bank & Trust | 22k | $2.0M | -2% | Mar 2026 |
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| NVWM | 21k | $2.0M | 656% | Mar 2026 |
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| J.W. Burns & Company | 21k | $1.9M | 8% | Mar 2026 |
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| Atria Investments | 21k | $1.9M | -9% | Mar 2026 |
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| SkyOak Wealt | 21k | $1.9M | 0% | Mar 2026 |
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| Florin Court Capital | 20k | $1.8M | -54% | Mar 2026 |
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| EP Wealth Advisors | 20k | $1.8M | 2% | Mar 2026 |
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| Advisory Alpha | 20k | $1.8M | -3% | Mar 2026 |
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| Octavia Wealth Advisors | 19k | $1.7M | -10% | Mar 2026 |
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| Pensionmark Financial Group | 16k | $1.5M | -74% | Mar 2026 |
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| J.w. Cole Advisors | 16k | $1.4M | -56% | Mar 2026 |
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| Goss Wealth Management | 15k | $1.4M | -83% | Mar 2026 |
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| Elevation Capital Advisory | 12k | $1.1M | -78% | Mar 2026 |
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| Aegis Wealth Management | 8.8k | $809k | -94% | Mar 2026 |
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| Howard Capital Management | 6.0k | $546k | -100% | Mar 2026 |
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| FSC Wealth Advisors | 4.7k | $433k | -92% | Mar 2026 |
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| Silver Oak Securities | 4.7k | $426k | -78% | Mar 2026 |
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| CLS Investments | 2.7k | $245k | -99% | Mar 2026 |
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| Envestnet Portfolio Solutions | 2.4k | $221k | -94% | Mar 2026 |
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| Hilltop Holdings | 2.3k | $204k | -97% | Dec 2025 |
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Who sold out of SPDR Barclays Capital Convertible SecETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 239k | $22M |
| Wealth Watch Advisors | Dec 2025 | 238k | $21M |
| Lifestyle Asset Management | Dec 2025 | 141k | $13M |
| PFG Advisors | Dec 2025 | 93k | $8.3M |
| Renaissance Technologies | Sep 2025 | 53k | $4.8M |
| Cordatus Wealth Management | Dec 2025 | 30k | $2.7M |