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 | 2.4M | $218M | 0% | Sep 2025 |
|
| Howard Capital Management | 2.3M | $207M | 0% | Dec 2025 |
|
| Cetera Investment Advisers | 1.6M | $145M | 3% | Sep 2025 |
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| LPL Financial | 1.5M | $140M | 9% | Sep 2025 |
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| Wells Fargo & Company | 1.4M | $130M | 8% | Sep 2025 |
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| Bessemer | 1.1M | $102M | 0% | Sep 2025 |
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| Delta Capital Management | 1.1M | $969k | 0% | Dec 2025 |
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| Assetmark | 912k | $81M | -16% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 900k | $81M | 37% | Sep 2025 |
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| Ameriprise Financial | 803k | $73M | 76% | Sep 2025 |
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| Deutsche Bank Aktiengesellschaft | 799k | $72M | 89% | Sep 2025 |
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| Pnc Financial Services | 782k | $70M | 0% | Dec 2025 |
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| Goldman Sachs Group | 584k | $53M | 100% | Sep 2025 |
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| Goodman Advisory Group | 543k | $49M | 9% | Sep 2025 |
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| New York Life Investment Management | 507k | $46M | -16% | Sep 2025 |
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| UBS Group | 482k | $43M | 1% | Dec 2025 |
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| Potomac Fund Management | 470k | $43M | 100% | Sep 2025 |
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| CLS Investments | 448k | $41M | -2% | Sep 2025 |
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| Royal Bank of Canada | 399k | $36M | 6% | Sep 2025 |
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| H&H Retirement Design & Management | 396k | $37M | -1% | Dec 2025 |
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| Advisor Group Holdings | 343k | $31M | 88% | Sep 2025 |
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| Raymond James Financial | 302k | $27M | -17% | Sep 2025 |
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| Cambridge Investment Research Advisors | 300k | $27M | 13% | Dec 2025 |
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| Alliancebernstein | 265k | $24M | -12% | Sep 2025 |
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| Commonwealth Equity Services | 252k | $23M | 4% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 239k | $22M | 10% | Dec 2025 |
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| River Wealth Advisors | 234k | $21M | 1% | Sep 2025 |
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| Wealth Watch Advisors | 229k | $21M | 3% | Sep 2025 |
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| Branch Banking & Trust Company | 214k | $19M | -1% | Dec 2025 |
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| Stifel Financial | 213k | $19M | 14% | Sep 2025 |
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| XML Financial | 189k | $17M | -2% | Sep 2025 |
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| Waldron | 187k | $17M | -2% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 186k | $17M | 1% | Sep 2025 |
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| Paulson Wealth Management | 162k | $15M | 13% | Sep 2025 |
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| Susquehanna International | 158k | $14M | -45% | Sep 2025 |
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| Janney Montgomery Scott | 157k | $14M | 0% | Sep 2025 |
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| Modera Wealth Management | 140k | $13M | -2% | Dec 2025 |
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| Aegis Wealth Management | 138k | $12M | 100% | Dec 2025 |
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| Oppenheimer & Co | 134k | $12M | 3% | Dec 2025 |
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| Estate Counselors | 133k | $12M | 4% | Dec 2025 |
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| Amg National Trust Bank | 127k | $11M | 14% | Dec 2025 |
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| Lifestyle Asset Management | 126k | $11M | 9% | Sep 2025 |
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| Huntington National Bank | 118k | $11M | -4% | Dec 2025 |
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| Mml Investors Services | 118k | $11M | 24% | Sep 2025 |
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| McAdam | 115k | $10M | 4% | Sep 2025 |
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| Jane Street | 108k | $9.8M | 100% | Sep 2025 |
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| Capstone Investment Advisors | 107k | $9.7M | -18% | Sep 2025 |
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| Nomura Asset Management | 106k | $9.6M | 0% | Sep 2025 |
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| NTV Asset Management | 101k | $9.0M | -5% | Dec 2025 |
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| Anderson Financial Strategies | 98k | $8.9M | -1% | Sep 2025 |
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| Private Advisor | 96k | $8.7M | 46% | Sep 2025 |
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| PFG Advisors | 93k | $8.3M | 2% | Dec 2025 |
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| Steward Partners Investment Advisory | 93k | $8.4M | 1% | Sep 2025 |
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| Elequin Capital | 90k | $8.1M | 4% | Sep 2025 |
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| Windsor Capital Management | 89k | $8.0M | -2% | Dec 2025 |
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| Petix & Botte | 85k | $7.7M | -6% | Sep 2025 |
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| Adviser Investments | 82k | $7.4M | 8% | Sep 2025 |
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| Hilltop Holdings | 78k | $7.0M | 20% | Sep 2025 |
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| Spectrum Wealth Advisory Group | 76k | $6.9M | 781% | Sep 2025 |
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| Horizon Investments | 75k | $6.7M | -75% | Dec 2025 |
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| Advisors Preferred | 73k | $6.6M | -30% | Dec 2025 |
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| Baron Financial Group | 73k | $6.5M | -1% | Dec 2025 |
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| Archetype Wealth Partners | 72k | $6.6M | -2% | Sep 2025 |
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| HMS Capital Management | 70k | $6.3M | 1% | Dec 2025 |
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| Finward Bancorp | 69k | $6.2M | -2% | Dec 2025 |
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| Prudential Financial | 69k | $6.2M | -4% | Sep 2025 |
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| Creative Planning | 65k | $5.9M | 1% | Sep 2025 |
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| Hanson McClain Advisors | 64k | $5.8M | -4% | Sep 2025 |
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| Pensionmark Financial Group | 61k | $1.4M | 317% | Dec 2025 |
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| David J Yvars Group | 61k | $5.5M | 12% | Dec 2025 |
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| Riggs Asset Managment | 61k | $5.4M | 9% | Dec 2025 |
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| FSC Wealth Advisors | 61k | $5.4M | -51% | Dec 2025 |
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| Mirae Asset Global Investments | 57k | $5.1M | 13% | Dec 2025 |
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| CWM | 56k | $5.0M | 512% | Dec 2025 |
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| Elevation Capital Advisory | 55k | $4.9M | -18% | Dec 2025 |
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| Sterling Investment Advisors | 54k | $4.8M | -1% | Dec 2025 |
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| Rockefeller Capital Management | 54k | $4.9M | 1% | Sep 2025 |
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| HighTower Advisors | 54k | $4.9M | -1% | Sep 2025 |
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| Geneos Wealth Management | 54k | $4.8M | 21% | Dec 2025 |
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| Concurrent Investment Advisors | 54k | $4.8M | 1671% | Dec 2025 |
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| Renaissance Technologies | 53k | $4.8M | -33% | Sep 2025 |
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| Prospera Financial Services | 52k | $4.7M | 17% | Sep 2025 |
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| Goss Wealth Management | 51k | $4.6M | 0% | Sep 2025 |
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| Brindle & Bay Financial Advisors | 50k | $4.5M | 100% | Dec 2025 |
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| Sage Capital Management | 49k | $4.4M | 0% | Dec 2025 |
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| Wesbanco Trust And Investments | 48k | $4.3M | 2% | Sep 2025 |
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| National Asset Management | 46k | $4.2M | -27% | Sep 2025 |
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| Chicago Partners Investment | 46k | $4.3M | 0% | Dec 2025 |
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| William Blair $ Company | 44k | $4.0M | 81% | Sep 2025 |
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| Florin Court Capital | 44k | $3.9M | -44% | Dec 2025 |
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| Cim | 43k | $3.9M | 0% | Sep 2025 |
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| IFP Advisors | 42k | $3.8M | 29% | Dec 2025 |
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| Optivise Advisory Services | 41k | $3.6M | -19% | Dec 2025 |
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| Kovitz Investment Group Partners | 40k | $3.6M | 100% | Sep 2025 |
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| Sykon Capital | 38k | $3.4M | -17% | Sep 2025 |
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| EFG Asset Management | 37k | $3.3M | 1% | Sep 2025 |
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| Warren Averett Asset Management | 36k | $3.3M | 5% | Sep 2025 |
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| Fil | 36k | $3.3M | 21% | Sep 2025 |
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| Us Bancorp | 36k | $3.2M | 98% | Dec 2025 |
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| Thrivent Financial for Lutherans | 36k | $3.2M | 100% | Sep 2025 |
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| Aletheian Wealth Advisors | 34k | $3.0M | 1% | Sep 2025 |
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| Focus Financial Network | 33k | $3.0M | -1% | Dec 2025 |
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| Mount Lucas Management Corporation | 33k | $3.0M | -2% | Sep 2025 |
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| HF Advisory Group | 33k | $2.9M | 5% | Dec 2025 |
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| J.w. Cole Advisors | 33k | $3.0M | 5% | Sep 2025 |
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| Transamerica Financial Advisors | 32k | $2.9M | 7969% | Sep 2025 |
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| Captrust Financial Advisors | 32k | $2.9M | -3% | Sep 2025 |
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| Powell Investment Advisors | 31k | $2.8M | 0% | Sep 2025 |
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| FOCUS Wealth Advisors | 31k | $2.7M | -2% | Dec 2025 |
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| Sanctuary Advisors | 30k | $2.7M | 8% | Dec 2025 |
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| First National Corp | 30k | $2.8M | 0% | Sep 2025 |
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| Cordatus Wealth Management | 30k | $2.7M | 16% | Dec 2025 |
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| Jones Financial Companies, L.L | 30k | $2.7M | 24% | Sep 2025 |
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| TRUE Private Wealth Advisors | 29k | $2.6M | -8% | Sep 2025 |
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| Confluence Wealth Services | 29k | $2.6M | -6% | Dec 2025 |
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| Squarepoint Ops | 28k | $2.6M | 231% | Sep 2025 |
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| Kestra Advisory Services | 28k | $2.5M | 3% | Sep 2025 |
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| Bnp Paribas Arbitrage, Snc | 28k | $2.5M | -46% | Sep 2025 |
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| Sowell Financial Services | 28k | $2.5M | 1% | Sep 2025 |
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| Emissary Wealth | 28k | $2.5M | 100% | Dec 2025 |
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| Yorktown Management & Research Company | 27k | $2.4M | -46% | Dec 2025 |
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| Hudson Portfolio Management | 27k | $2.4M | -1% | Sep 2025 |
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| Thrive Capital Management | 26k | $2.4M | 14% | Sep 2025 |
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| Equitable Holdings | 26k | $2.3M | 0% | Sep 2025 |
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| Everstar Asset Management | 25k | $2.2M | -1% | Dec 2025 |
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| Exchange Traded Concepts | 24k | $2.2M | 24% | Dec 2025 |
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| Wright Fund Managment | 24k | $2.2M | -96% | Dec 2025 |
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| Disciplined Investments | 24k | $2.1M | 1% | Dec 2025 |
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| Private Advisory | 24k | $2.1M | 5% | Dec 2025 |
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| Atria Investments | 24k | $2.1M | -29% | Sep 2025 |
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| Howard Wealth Management | 24k | $2.1M | -2% | Dec 2025 |
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| Ausdal Financial Partners | 23k | $2.1M | 484% | Sep 2025 |
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| Principal Securities | 22k | $2.0M | -13% | Sep 2025 |
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| O'rourke & Company | 22k | $2.0M | -1% | Dec 2025 |
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| Montecito Bank & Trust | 22k | $2.0M | -1% | Dec 2025 |
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| Northern Trust | 22k | $2.0M | -3% | Sep 2025 |
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| Octavia Wealth Advisors | 21k | $1.9M | -2% | Dec 2025 |
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| Silver Oak Securities | 21k | $1.9M | 21% | Dec 2025 |
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| SkyOak Wealt | 21k | $1.9M | -1% | Sep 2025 |
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| MAI Wealth Advisors | 21k | $1.9M | 5% | Sep 2025 |
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| Brookstone Capital Management | 21k | $1.8M | 3% | Dec 2025 |
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| Advisory Alpha | 21k | $1.8M | -4% | Dec 2025 |
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| Rosenblum-Silverman-Sutton | 20k | $1.8M | 0% | Sep 2025 |
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| J.W. Burns & Company | 20k | $1.8M | 0% | Dec 2025 |
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| Envestnet Portfolio Solutions | 20k | $1.8M | -30% | Sep 2025 |
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| CVA Family Office | 19k | $1.7M | 0% | Dec 2025 |
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| Capital City Trust Company | 19k | $1.7M | 0% | Sep 2025 |
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| We Are One Seven | 19k | $1.7M | 0% | Sep 2025 |
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| Schaper Benz & Wise Investment Counsel | 19k | $1.7M | 0% | Dec 2025 |
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| Calamos Advisors | 18k | $1.6M | 397% | Dec 2025 |
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| CI Private Wealth | 18k | $1.7M | -31% | Sep 2025 |
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| Colony | 18k | $1.6M | -7% | Sep 2025 |
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| AXS Investments | 18k | $1.6M | -34% | Sep 2025 |
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| AE Wealth Management | 17k | $1.5M | -22% | Dec 2025 |
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| Afg Fiduciary Services Limited Partnership | 15k | $1.4M | -18% | Dec 2025 |
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| Simplicity Wealth | 15k | $1.3M | -36% | Dec 2025 |
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| Citadel Advisors | 11k | $1.0M | -66% | Sep 2025 |
|
| Oxinas Partners Wealth Management | 3.0k | $269k | -88% | 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 |
|---|---|---|---|
| Allianz Asset Management | Jun 2025 | 213k | $18M |
| Financial & Tax Architects | Sep 2025 | 113k | $10M |
| Midwest Professional Planners | Sep 2025 | 38k | $3.5M |
| Prudential | Jun 2025 | 21k | $1.7M |