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 | 2.6M | $201M | 304% | Dec 2024 |
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Bank of America Corporation | 2.5M | $197M | 0% | Dec 2024 |
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Howard Capital Management | 2.4M | $183M | 526% | Dec 2024 |
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Morgan Stanley | 1.6M | $127M | 2% | 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 | 1.2M | $95M | 20% | Dec 2024 |
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Bessemer | 1.1M | $89M | 0% | Dec 2024 |
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Wells Fargo & Company | 1.1M | $87M | 15% | Dec 2024 |
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Delta Capital Management | 1.1M | $834k | 0% | Dec 2024 |
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Ameriprise Financial | 1.0M | $78M | 10% | Dec 2024 |
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Wright Fund Managment | 871k | $68M | 50% | Dec 2024 |
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Pnc Financial Services | 822k | $64M | -3% | Dec 2024 |
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New York Life Investment Management | 797k | $62M | 4% | Dec 2024 |
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Allianz Asset Management | 687k | $54M | 100% | Dec 2024 |
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Deutsche Bank Aktiengesellschaft | 637k | $50M | 0% | Dec 2024 |
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Goldman Sachs Group | 618k | $48M | 3% | Dec 2024 |
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Northwestern Mutual Wealth Management Company | 496k | $39M | 11% | Dec 2024 |
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Orion Portfolio Solutions | 482k | $38M | 16449% | Dec 2024 |
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UBS Group | 475k | $37M | -2% | Dec 2024 |
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Bank Of Montreal | 462k | $36M | -4% | Dec 2024 |
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H&H Retirement Design & Management | 395k | $31M | 6% | Sep 2024 |
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Royal Bank of Canada | 390k | $30M | -2% | Dec 2024 |
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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 | 258k | $20M | -10% | Dec 2024 |
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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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River Wealth Advisors | 222k | $17M | 3% | Dec 2024 |
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Wealth Enhancement Advisory Services | 222k | $17M | 2% | Dec 2024 |
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Nomura Asset Management | 219k | $17M | -3% | Dec 2024 |
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Guggenheim Capital, LLC Managers | 215k | $17M | -12% | Dec 2024 |
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Advisor Group Holdings | 212k | $16M | -30% | Dec 2024 |
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XML Financial | 210k | $16M | 0% | Dec 2024 |
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Branch Banking & Trust Company | 206k | $16M | 5% | Dec 2024 |
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Waldron | 205k | $16M | 1% | Dec 2024 |
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Stifel Financial | 195k | $15M | 11% | Dec 2024 |
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Raymond James Financial Services Advisors | 190k | $15M | 0% | Sep 2024 |
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Mml Investors Services | 190k | $15M | 0% | Dec 2024 |
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Strategic Investment Advisors / MI | 180k | $14M | 12% | Dec 2024 |
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Renaissance Technologies | 171k | $13M | -25% | Dec 2024 |
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National Asset Management | 165k | $13M | -12% | Sep 2024 |
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Jpmorgan Chase & Co | 163k | $13M | 35% | Dec 2024 |
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Goodman Advisory Group | 161k | $13M | 6% | Dec 2024 |
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Janney Montgomery Scott | 155k | $12M | 0% | Dec 2024 |
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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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Paulson Wealth Management | 138k | $11M | -2% | Dec 2024 |
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FSC Wealth Advisors | 126k | $9.8M | 254% | Dec 2024 |
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Amg National Trust Bank | 123k | $9.6M | -2% | Dec 2024 |
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Quadrature Capital | 123k | $9.6M | 100% | Dec 2024 |
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Win Advisors | 120k | $9.3M | 733% | Dec 2024 |
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Oppenheimer & Co | 118k | $9.2M | -3% | Dec 2024 |
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Financial & Tax Architects | 117k | $9.1M | 100% | Dec 2024 |
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NTV Asset Management | 113k | $8.8M | -2% | Dec 2024 |
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Modera Wealth Management | 112k | $8.7M | -5% | 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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Estate Counselors | 111k | $8.6M | 1% | Dec 2024 |
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Elequin Capital | 110k | $8.4M | -60% | Sep 2024 |
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McAdam | 110k | $8.5M | 1% | Dec 2024 |
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Petix & Botte | 106k | $8.3M | -22% | Dec 2024 |
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Stephens | 105k | $8.2M | 0% | Dec 2024 |
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Anderson Financial Strategies | 101k | $7.9M | 100% | Dec 2024 |
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Lifestyle Asset Management | 101k | $7.9M | 100% | Dec 2024 |
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Windsor Capital Management | 100k | $7.8M | -1% | Dec 2024 |
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Steward Partners Investment Advisory | 99k | $7.7M | 5% | Dec 2024 |
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ACT Advisors | 98k | $7.6M | -54% | Dec 2024 |
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Kingsview Wealth Management | 98k | $7.6M | 100% | Dec 2024 |
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MacKay Shields | 94k | $7.3M | 100% | Dec 2024 |
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CFG Asset Management | 93k | $7.3M | 100% | Dec 2024 |
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Florin Court Capital | 93k | $7.3M | 69% | Dec 2024 |
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D. J. St. Germain | 91k | $7.1M | -1% | Dec 2024 |
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Envestnet Portfolio Solutions | 87k | $6.8M | 834% | Dec 2024 |
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Raymond James & Associates | 84k | $6.4M | -11% | Sep 2024 |
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Hanson McClain Advisors | 80k | $6.4M | 12% | Dec 2024 |
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Private Advisor | 77k | $6.0M | 0% | Dec 2024 |
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Finward Bancorp | 77k | $6.0M | 100% | Dec 2024 |
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Baron Financial Group | 76k | $5.9M | -1% | Dec 2024 |
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Atria Investments | 76k | $5.9M | 12% | Dec 2024 |
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Prudential Financial | 74k | $5.8M | -24% | Dec 2024 |
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Optivise Advisory Services | 73k | $5.7M | 100% | 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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Prospera Financial Services | 69k | $5.4M | 218% | Dec 2024 |
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Townsquare Capital | 69k | $5.3M | -20% | Dec 2024 |
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Robertson Stephens Wealth Management | 69k | $5.3M | 100% | Dec 2024 |
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Ameritas Advisory Services | 67k | $5.2M | 100% | Dec 2024 |
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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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Synergy Financial Management | 63k | $4.9M | 100% | Dec 2024 |
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Riggs Asset Managment | 59k | $4.6M | 0% | Dec 2024 |
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Mirae Asset Global Investments | 58k | $4.6M | 96% | Dec 2024 |
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David J Yvars Group | 57k | $4.4M | -9% | Dec 2024 |
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Rockefeller Capital Management | 56k | $4.4M | -1% | Dec 2024 |
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Logan Stone Capital | 56k | $4.3M | -26% | Sep 2024 |
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Sterling Investment Advisors | 54k | $4.2M | -3% | Dec 2024 |
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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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Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 51k | $4.0M | -84% | Dec 2024 |
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AMJ Financial Wealth Management | 51k | $4.0M | 100% | Dec 2024 |
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Hershey Financial Advisers | 51k | $4.0M | 97825% | Dec 2024 |
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HighTower Advisors | 51k | $4.0M | 2% | Dec 2024 |
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Oxinas Partners Wealth Management | 50k | $3.9M | 100% | Dec 2024 |
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Geneos Wealth Management | 49k | $3.8M | 1% | Dec 2024 |
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Chicago Partners Investment | 47k | $3.7M | -7% | Dec 2024 |
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Wesbanco Trust And Investments | 46k | $3.6M | 0% | Dec 2024 |
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Kovitz Investment Group Partners | 46k | $3.6M | 100% | Dec 2024 |
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Leucadia National Corporation | 43k | $3.3M | 1% | Dec 2024 |
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Citigroup | 43k | $3.3M | 1% | Dec 2024 |
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Foundations Investment Advisors | 42k | $3.3M | 502% | Dec 2024 |
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Cim | 42k | $3.2M | 0% | Sep 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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Ignite Planners | 38k | $3.0M | 1% | Dec 2024 |
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Sykon Capital | 38k | $2.9M | 11% | Sep 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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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 34k | $2.7M | 100% | 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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Focus Financial Network | 33k | $2.6M | -2% | Dec 2024 |
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William Blair $ Company | 33k | $2.6M | 1% | Dec 2024 |
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WealthTrust Asset Management | 32k | $2.5M | -1% | Dec 2024 |
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FOCUS Wealth Advisors | 32k | $2.5M | -1% | Dec 2024 |
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BlueCrest Capital Management | 32k | $2.5M | 100% | Dec 2024 |
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Mercer Global Advisors | 31k | $2.4M | 30% | Dec 2024 |
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Aletheian Wealth Advisors | 31k | $2.3M | 0% | Sep 2024 |
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EFG Asset Management | 30k | $2.3M | -3% | Dec 2024 |
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First National Corp | 30k | $2.3M | 1% | Dec 2024 |
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State of Tennessee, Treasury Department | 29k | $2.3M | 100% | Dec 2024 |
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Principal Securities | 29k | $2.2M | -5% | Dec 2024 |
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Everstar Asset Management | 29k | $2.2M | 100% | Sep 2024 |
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Investors Research Corp | 29k | $2.2M | -4% | Dec 2024 |
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Hudson Portfolio Management | 27k | $2.1M | -1% | Dec 2024 |
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Powell Investment Advisors | 27k | $2.1M | -1% | Dec 2024 |
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Equitable Holdings | 27k | $2.1M | 5% | Dec 2024 |
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Sowell Financial Services | 27k | $2.1M | -5% | Dec 2024 |
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OZ Management | 27k | $2.1M | -15% | Dec 2024 |
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HF Advisory Group | 26k | $2.1M | -4% | Dec 2024 |
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Montecito Bank & Trust | 26k | $2.0M | -21% | Dec 2024 |
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Citadel Advisors | 25k | $2.0M | 355% | Dec 2024 |
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Advisory Alpha | 25k | $1.9M | -11% | Dec 2024 |
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Northern Trust | 24k | $1.9M | 100% | Dec 2024 |
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Signature Securities Group Corporation | 24k | $1.9M | -2% | Dec 2024 |
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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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Octavia Wealth Advisors | 23k | $1.8M | -11% | Dec 2024 |
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Hanlon Investment Management | 21k | $1.6M | -27% | Dec 2024 |
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Fil | 17k | $1.3M | -34% | Dec 2024 |
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Midwest Professional Planners | 14k | $1.1M | -72% | Dec 2024 |
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Wealth Management Resources | 9.4k | $732k | -63% | Dec 2024 |
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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 |
---|---|---|---|
Bluefin Capital Management | Jun 2024 | 62k | $4.5M |
Retireful | Sep 2024 | 57k | $4.4M |
Aveo Capital Partners | Sep 2024 | 51k | $3.9M |