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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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 | 2.8M | $200M | 1% | Dec 2023 |
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Envestnet Asset Management | 2.7M | $185M | -5% | Sep 2023 |
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Morgan Stanley | 2.1M | $141M | 0% | Sep 2023 |
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Goldman Sachs Group | 1.8M | $128M | 4% | Dec 2023 |
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Bessemer | 1.3M | $93M | 0% | Dec 2023 |
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New York Life Investment Management | 1.2M | $88M | 0% | Dec 2023 |
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LPL Financial | 1.1M | $76M | 3% | Sep 2023 |
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Delta Capital Management | 1.1M | $773k | 0% | Dec 2023 |
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Ameriprise Financial | 1.0M | $71M | 17% | Sep 2023 |
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Wells Fargo & Company | 1.0M | $74M | -14% | Dec 2023 |
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Pnc Financial Services | 955k | $69M | -5% | Dec 2023 |
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Deutsche Bank Aktiengesellschaft | 946k | $68M | 0% | Dec 2023 |
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RIA Advisory Group | 811k | $74M | 100% | Dec 2023 |
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Bank Of Montreal | 811k | $59M | 15% | Dec 2023 |
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Cetera Investment Advisers | 803k | $54M | 3% | Sep 2023 |
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UBS Group | 538k | $39M | -9% | Dec 2023 |
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H&H Retirement Design & Management | 439k | $32M | 161% | Dec 2023 |
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Multi-Financial Securities | 408k | $28M | 8% | Sep 2023 |
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Wright Fund Managment | 408k | $29M | 100% | Dec 2023 |
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Royal Bank of Canada | 396k | $29M | -1% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 389k | $26M | -2% | Sep 2023 |
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Lloyd Advisory Services | 388k | $20M | 100% | Sep 2023 |
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Integrated Wealth Concepts | 356k | $24M | 0% | Sep 2023 |
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 335k | $24M | 0% | Dec 2023 |
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Oakmont Partners | 307k | $22M | -3% | Dec 2023 |
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Cambridge Investment Research Advisors | 286k | $21M | -9% | Dec 2023 |
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Nomura Asset Management | 269k | $19M | -19% | Dec 2023 |
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Barclays | 268k | $19M | -40% | Dec 2023 |
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Hall Private Wealth Advisors | 259k | $18M | 3% | Sep 2023 |
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Financial Network Investment Corporation | 256k | $17M | -1% | Sep 2023 |
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Guggenheim Capital, LLC Managers | 239k | $17M | -10% | Dec 2023 |
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Advisor Group Holdings | 234k | $17M | -80% | Dec 2023 |
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Mml Investors Services | 228k | $16M | -11% | Sep 2023 |
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Commonwealth Equity Services | 222k | $16M | 5% | Dec 2023 |
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Waldron | 221k | $16M | -5% | Dec 2023 |
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Branch Banking & Trust Company | 215k | $16M | -7% | Dec 2023 |
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River Wealth Advisors | 204k | $14M | 1% | Sep 2023 |
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Alliancebernstein | 204k | $15M | 7% | Dec 2023 |
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Allianz Asset Management | 201k | $15M | -14% | Dec 2023 |
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D. J. St. Germain | 191k | $14M | -4% | Dec 2023 |
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National Asset Management | 180k | $13M | -32% | Dec 2023 |
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XML Financial | 178k | $12M | 0% | Sep 2023 |
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Oppenheimer Asset Management | 175k | $12M | -2% | Sep 2023 |
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Raymond James Financial Services Advisors | 167k | $12M | -32% | Dec 2023 |
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Janney Montgomery Scott | 167k | $12M | 4% | Dec 2023 |
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Huntington National Bank | 167k | $12M | -1% | Dec 2023 |
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Wealth Enhancement Advisory Services | 155k | $11M | -48% | Dec 2023 |
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Stifel Financial | 155k | $11M | -23% | Dec 2023 |
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Goodman Advisory Group | 151k | $11M | 100% | Dec 2023 |
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State of Tennessee, Treasury Department | 150k | $10M | 1% | Sep 2023 |
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Stephens | 148k | $10M | -8% | Sep 2023 |
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Hilltop Holdings | 138k | $10M | 22% | Dec 2023 |
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Babson Capital Management | 137k | $9.9M | 0% | Dec 2023 |
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Petix & Botte | 135k | $9.7M | -1% | Dec 2023 |
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Florin Court Capital | 125k | $9.0M | -9% | Dec 2023 |
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Paulson Wealth Management | 124k | $8.4M | 1% | Sep 2023 |
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Atria Investments | 124k | $9.0M | 5% | Dec 2023 |
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CWM | 124k | $8.9M | 208% | Dec 2023 |
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Modera Wealth Management | 121k | $8.7M | 23% | Dec 2023 |
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GeoWealth Management | 119k | $8.1M | 107% | Sep 2023 |
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NTV Asset Management | 119k | $8.6M | -1% | Dec 2023 |
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AE Wealth Management | 119k | $8.4M | -30% | Dec 2023 |
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Oppenheimer & Co | 117k | $7.9M | -3% | Sep 2023 |
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FSC Wealth Advisors | 116k | $8.4M | -3% | Dec 2023 |
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Creative Planning | 113k | $8.2M | 2% | Dec 2023 |
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McAdam | 111k | $8.0M | 7% | Dec 2023 |
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Amg National Trust Bank | 109k | $7.9M | -4% | Dec 2023 |
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Mariner Wealth Advisors | 108k | $7.8M | 407% | Dec 2023 |
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Capstone Investment Advisors | 107k | $7.7M | 100% | Dec 2023 |
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Windsor Capital Management | 101k | $7.3M | -1% | Dec 2023 |
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Hanson McClain Advisors | 101k | $7.3M | 6284% | Dec 2023 |
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Steward Partners Investment Advisory | 90k | $6.5M | -1% | Dec 2023 |
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Toronto-Dominion Bank | 90k | $6.1M | 100% | Sep 2023 |
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Raymond James & Associates | 88k | $6.4M | -4% | Dec 2023 |
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Old North State Trust | 87k | $5.9M | 8% | Sep 2023 |
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BTS Asset Management | 86k | $6.2M | 1307% | Dec 2023 |
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Prudential Financial | 86k | $5.8M | 139% | Sep 2023 |
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Bnp Paribas Arbitrage, Snc | 84k | $6.0M | 100% | Dec 2023 |
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Baron Financial Group | 81k | $5.9M | -1% | Dec 2023 |
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Jpmorgan Chase & Co | 77k | $5.6M | 15% | Dec 2023 |
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SSI Investment Management | 74k | $5.3M | 0% | Dec 2023 |
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Elequin Capital | 74k | $5.3M | 49% | Dec 2023 |
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HighTower Advisors | 74k | $5.3M | 3% | Dec 2023 |
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Private Advisor | 73k | $5.3M | -6% | Dec 2023 |
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Kingsview Wealth Management | 71k | $5.1M | 24% | Dec 2023 |
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Archetype Wealth Partners | 70k | $5.1M | 0% | Dec 2023 |
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Rockefeller Capital Management | 69k | $5.0M | 3% | Dec 2023 |
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Riggs Asset Managment | 68k | $4.9M | -12% | Dec 2023 |
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Advisory Alpha | 67k | $4.8M | 2% | Dec 2023 |
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MacKay Shields | 66k | $4.8M | 100% | Dec 2023 |
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David J Yvars Group | 64k | $4.6M | -4% | Dec 2023 |
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Sterling Investment Advisors | 58k | $4.2M | 0% | Dec 2023 |
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Calamos Advisors | 58k | $4.2M | 100% | Dec 2023 |
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Chicago Partners Investment | 58k | $4.1M | -4% | Dec 2023 |
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WealthTrust Asset Management | 57k | $4.1M | -31% | Dec 2023 |
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Advisors Preferred | 55k | $3.9M | -70% | Dec 2023 |
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Sykon Capital | 51k | $3.7M | -13% | Dec 2023 |
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TFG Advisers | 49k | $3.3M | -1% | Sep 2023 |
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Estate Counselors | 48k | $3.5M | 16% | Dec 2023 |
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Geneos Wealth Management | 48k | $3.4M | -6% | Dec 2023 |
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Susquehanna International | 45k | $3.0M | 49% | Sep 2023 |
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Captrust Financial Advisors | 42k | $3.1M | -1% | Dec 2023 |
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Citigroup | 41k | $3.0M | 1% | Dec 2023 |
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HF Advisory Group | 41k | $2.9M | 2% | Dec 2023 |
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Wesbanco Trust And Investments | 40k | $2.9M | 1% | Dec 2023 |
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Chesapeake Capital Corp | 40k | $2.9M | 100% | Dec 2023 |
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Cim | 39k | $2.8M | 100% | Dec 2023 |
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Citadel Advisors | 39k | $2.8M | -23% | Dec 2023 |
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Atria Wealth Solutions | 39k | $2.8M | -73% | Dec 2023 |
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Mirae Asset Global Investments | 39k | $2.8M | -25% | Dec 2023 |
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Norway Savings Bank | 39k | $2.8M | 6% | Dec 2023 |
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Warren Averett Asset Management | 38k | $2.8M | 0% | Dec 2023 |
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RPg Family Wealth Advisory | 37k | $2.7M | -6% | Dec 2023 |
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Mount Lucas Management Corporation | 36k | $2.6M | -3% | Dec 2023 |
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Carnick & Kubik | 36k | $2.6M | 100% | Dec 2023 |
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First Hawaiian Bank | 35k | $2.5M | 0% | Dec 2023 |
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TRUE Private Wealth Advisors | 35k | $2.5M | -9% | Dec 2023 |
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William Blair $ Company | 33k | $2.4M | 1% | Dec 2023 |
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EFG Asset Management | 33k | $2.4M | -35% | Dec 2023 |
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Octavia Wealth Advisors | 32k | $2.3M | -8% | Dec 2023 |
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FOCUS Wealth Advisors | 31k | $2.3M | 4% | Dec 2023 |
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Disciplined Investments | 31k | $2.3M | -22% | Dec 2023 |
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Sowell Financial Services | 31k | $2.2M | 7% | Dec 2023 |
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Focus Financial Network | 31k | $2.2M | 100% | Dec 2023 |
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Hudson Portfolio Management | 31k | $2.1M | -1% | Sep 2023 |
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Investors Research Corp | 30k | $2.2M | 0% | Dec 2023 |
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Kestra Advisory Services | 30k | $2.1M | 0% | Dec 2023 |
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First National Corp | 29k | $2.1M | -9% | Dec 2023 |
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Powell Investment Advisors | 28k | $2.0M | -2% | Dec 2023 |
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Patten | 27k | $2.0M | -2% | Dec 2023 |
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Principal Securities | 27k | $1.9M | 100% | Dec 2023 |
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Signature Securities Group Corporation | 26k | $1.9M | -13% | Dec 2023 |
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IFP Advisors | 26k | $1.8M | -32% | Dec 2023 |
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Wavelength Capital Management | 25k | $1.7M | -23% | Sep 2023 |
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Aletheian Wealth Advisors | 24k | $1.7M | -3% | Dec 2023 |
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First Trust Advisors | 24k | $1.6M | 100% | Sep 2023 |
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Howard Wealth Management | 23k | $1.7M | -2% | Dec 2023 |
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Kraematon Investment Advisors | 23k | $1.7M | 2% | Dec 2023 |
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Wealth Management Resources | 23k | $1.7M | 8% | Dec 2023 |
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CI Private Wealth | 23k | $1.7M | 91% | Dec 2023 |
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Equitable Holdings | 23k | $1.6M | 20% | Sep 2023 |
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Prudential | 23k | $1.6M | -7% | Sep 2023 |
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OneAscent Financial Services | 23k | $1.6M | -71% | Dec 2023 |
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Montecito Bank & Trust | 23k | $1.6M | -8% | Dec 2023 |
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O'rourke & Company | 23k | $1.6M | 0% | Dec 2023 |
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L.m. Kohn & Company | 22k | $1.6M | -1% | Dec 2023 |
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National Bank Of Canada /fi/ | 22k | $1.6M | 663% | Dec 2023 |
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Thrivent Financial for Lutherans | 22k | $1.5M | 87% | Sep 2023 |
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Rosenblum-Silverman-Sutton | 22k | $1.5M | 0% | Sep 2023 |
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Schaper Benz & Wise Investment Counsel | 22k | $1.6M | 0% | Dec 2023 |
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SkyOak Wealt | 21k | $1.5M | -4% | Dec 2023 |
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J.W. Burns & Company | 21k | $1.5M | -6% | Dec 2023 |
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Confluence Wealth Services | 20k | $1.5M | -10% | Dec 2023 |
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Prospera Financial Services | 19k | $1.4M | -77% | Dec 2023 |
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Mercer Global Advisors | 14k | $1.0M | -53% | Dec 2023 |
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Webster Bank, N. A. | 14k | $983k | -37% | Dec 2023 |
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Jane Street | 10k | $747k | -89% | Dec 2023 |
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Legacy Capital Wealth Partners | 9.5k | $645k | -64% | Sep 2023 |
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Sigma Planning | 6.0k | $436k | -75% | Dec 2023 |
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Renaissance Technologies | 5.9k | $399k | -90% | Sep 2023 |
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Howard Capital Management | 3.4k | $243k | -100% | Dec 2023 |
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Dunhill Financial | 2.8k | $201k | -92% | Dec 2023 |
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Transamerica Financial Advisors | 1.0k | $76k | -99% | Dec 2023 |
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Assetmark | 1.0k | $75k | -100% | Dec 2023 |
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Who sold out of SPDR Barclays Capital Convertible SecETF?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Orion Portfolio Solutions | Sep 2023 | 518k | $35M |
Norden Group | Sep 2023 | 388k | $20M |
Strategic Investment Advisors / MI | Sep 2023 | 184k | $13M |
Bensler | Sep 2023 | 166k | $11M |
Townsquare Capital | Sep 2023 | 157k | $11M |
Lifestyle Asset Management | Sep 2023 | 129k | $8.7M |
Crew Capital Management | Sep 2023 | 113k | $7.7M |
CFG Asset Management | Sep 2023 | 112k | $7.6M |
Bluefin Capital Management | Sep 2023 | 83k | $5.6M |
Congress Wealth Management LLC / DE / | Sep 2023 | 72k | $4.8M |
Yarbrough Capital | Sep 2023 | 71k | $4.8M |
Harfst & Associates | Sep 2023 | 65k | $4.4M |
Alliance Wealth Advisors | Sep 2023 | 62k | $4.2M |
Burns Matteson Capital Management | Sep 2023 | 49k | $3.3M |
Hanlon Investment Management | Sep 2023 | 39k | $2.6M |
Nilsine Partners | Sep 2023 | 30k | $2.1M |
Portside Wealth Group | Sep 2023 | 28k | $1.9M |
TFB Advisors | Sep 2023 | 28k | $1.9M |
Syntegra Private Wealth Group | Sep 2023 | 24k | $1.6M |