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 |
|---|---|---|---|---|---|
| Howard Capital Management | 2.3M | $207M | 0% | Dec 2025 |
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| Envestnet Asset Management | 2.2M | $199M | -7% | Dec 2025 |
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| LPL Financial | 1.6M | $141M | 2% | Dec 2025 |
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| Wells Fargo & Company | 1.5M | $132M | 3% | Dec 2025 |
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| Cetera Investment Advisers | 1.4M | $128M | -10% | Dec 2025 |
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| Bessemer | 1.1M | $101M | 0% | Dec 2025 |
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| Delta Capital Management | 1.1M | $969k | 0% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 1.0M | $93M | 16% | Dec 2025 |
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| Assetmark | 912k | $81M | -16% | Dec 2025 |
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| Ameriprise Financial | 802k | $72M | 0% | Dec 2025 |
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| Deutsche Bank Aktiengesellschaft | 799k | $71M | 0% | Dec 2025 |
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| Pnc Financial Services | 782k | $70M | 0% | Dec 2025 |
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| Jane Street | 548k | $49M | 407% | Dec 2025 |
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| Goodman Advisory Group | 536k | $48M | -1% | Dec 2025 |
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| Raymond James Financial | 524k | $47M | 73% | Dec 2025 |
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| Goldman Sachs Group | 523k | $47M | -10% | Dec 2025 |
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| UBS Group | 482k | $43M | 1% | Dec 2025 |
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| New York Life Investment Management | 473k | $42M | -7% | Dec 2025 |
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| CLS Investments | 429k | $38M | -4% | Dec 2025 |
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| H&H Retirement Design & Management | 396k | $37M | -1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 300k | $27M | 13% | Dec 2025 |
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| Potomac Fund Management | 256k | $23M | -46% | Dec 2025 |
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| Commonwealth Equity Services | 252k | $23M | 0% | Dec 2025 |
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| Alliancebernstein | 249k | $22M | -6% | Dec 2025 |
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| Wealth Watch Advisors | 238k | $21M | 4% | Dec 2025 |
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| River Wealth Advisors | 235k | $21M | 0% | Dec 2025 |
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| Branch Banking & Trust Company | 214k | $19M | -1% | Dec 2025 |
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| Stifel Financial | 196k | $17M | -8% | Dec 2025 |
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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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| Advisor Group Holdings | 168k | $15M | -51% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 167k | $15M | -11% | Dec 2025 |
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| Paulson Wealth Management | 166k | $15M | 2% | Dec 2025 |
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| Janney Montgomery Scott | 157k | $14M | 0% | Dec 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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| McAdam | 123k | $11M | 7% | Dec 2025 |
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| Mml Investors Services | 120k | $11M | 2% | Dec 2025 |
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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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| NTV Asset Management | 101k | $9.0M | -5% | Dec 2025 |
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| Anderson Financial Strategies | 100k | $8.9M | 2% | Dec 2025 |
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| Strategic Investment Advisors / MI | 98k | $8.7M | 5143% | Dec 2025 |
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| Private Advisor | 95k | $8.4M | -2% | Dec 2025 |
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| PFG Advisors | 93k | $8.3M | 2% | Dec 2025 |
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| Steward Partners Investment Advisory | 92k | $8.2M | 0% | Dec 2025 |
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| Goss Wealth Management | 91k | $8.1M | 81% | Dec 2025 |
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| Windsor Capital Management | 86k | $7.9M | -3% | Mar 2026 |
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| Spectrum Wealth Advisory Group | 84k | $7.5M | 10% | Dec 2025 |
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| Discipline Wealth Solutions | 80k | $7.3M | 2040% | Mar 2026 |
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| Petix & Botte | 75k | $6.7M | -11% | Dec 2025 |
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| Nomura Asset Management | 75k | $6.7M | -29% | Dec 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 | 72k | $6.6M | 0% | Mar 2026 |
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| Archetype Wealth Partners | 71k | $6.4M | -1% | Dec 2025 |
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| Kovitz Investment Group Partners | 70k | $6.3M | 75% | Dec 2025 |
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| HMS Capital Management | 70k | $6.3M | 1% | Dec 2025 |
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| Finward Bancorp | 70k | $6.4M | 1% | Mar 2026 |
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| Prudential Financial | 68k | $6.1M | -2% | Dec 2025 |
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| Creative Planning | 65k | $5.8M | 0% | Dec 2025 |
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| David J Yvars Group | 63k | $5.7M | 2% | Mar 2026 |
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| Pensionmark Financial Group | 61k | $5.5M | 317% | 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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| Hanson McClain Advisors | 57k | $5.1M | -11% | 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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| HighTower Advisors | 55k | $4.9M | 2% | 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 | $4.8M | 0% | Dec 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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| Prospera Financial Services | 51k | $4.7M | -9% | Mar 2026 |
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| AXS Investments | 51k | $4.5M | 189% | Dec 2025 |
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| Brindle & Bay Financial Advisors | 50k | $4.5M | 100% | Dec 2025 |
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| Sage Capital Management | 50k | $4.5M | 0% | Mar 2026 |
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| William Blair $ Company | 50k | $4.4M | 13% | Dec 2025 |
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| Wesbanco Trust And Investments | 48k | $4.3M | 0% | Dec 2025 |
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| Chicago Partners Investment | 46k | $4.3M | 0% | Dec 2025 |
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| National Asset Management | 45k | $4.1M | -2% | Dec 2025 |
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| Cim | 44k | $3.9M | 2% | Dec 2025 |
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| Florin Court Capital | 44k | $3.9M | -44% | Dec 2025 |
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| IFP Advisors | 44k | $4.0M | 4% | 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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| EFG International | 41k | $3.6M | 100% | Dec 2025 |
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| Hershey Financial Advisers | 41k | $3.6M | 100% | Dec 2025 |
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| Envestnet Portfolio Solutions | 40k | $3.6M | 107% | 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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| Fil | 36k | $3.2M | 0% | Dec 2025 |
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| Us Bancorp | 36k | $3.2M | 98% | Dec 2025 |
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| J.w. Cole Advisors | 35k | $3.0M | 8% | Dec 2025 |
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| Warren Averett Asset Management | 35k | $3.1M | -3% | Dec 2025 |
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| Thrivent Financial for Lutherans | 34k | $3.0M | -5% | Dec 2025 |
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| HF Advisory Group | 33k | $2.9M | 5% | Dec 2025 |
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| Mount Lucas Management Corporation | 33k | $2.9M | -1% | Dec 2025 |
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| Captrust Financial Advisors | 32k | $2.9M | 1% | Dec 2025 |
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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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| Transamerica Financial Advisors | 31k | $2.8M | -3% | Dec 2025 |
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| Powell Investment Advisors | 31k | $2.7M | 0% | Dec 2025 |
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| Aletheian Wealth Advisors | 30k | $2.8M | -10% | Mar 2026 |
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| Sanctuary Advisors | 30k | $2.7M | 8% | Dec 2025 |
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| Cordatus Wealth Management | 30k | $2.7M | 16% | Dec 2025 |
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| FOCUS Wealth Advisors | 29k | $2.7M | -5% | Mar 2026 |
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| Confluence Wealth Services | 29k | $2.6M | -6% | Dec 2025 |
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| Kestra Advisory Services | 29k | $2.5M | 2% | Dec 2025 |
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| Sykon Capital | 28k | $2.5M | -25% | Dec 2025 |
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| Hudson Portfolio Management | 28k | $2.5M | 6% | Dec 2025 |
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| TRUE Private Wealth Advisors | 28k | $2.5M | -4% | Dec 2025 |
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| Emissary Wealth | 28k | $2.5M | 100% | Dec 2025 |
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| Thrive Capital Management | 28k | $2.5M | 6% | Dec 2025 |
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| Sowell Financial Services | 26k | $2.4M | -5% | Mar 2026 |
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| Equitable Holdings | 26k | $2.3M | -1% | Dec 2025 |
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| Change Path | 26k | $2.3M | 63% | Dec 2025 |
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| CI Private Wealth | 25k | $2.2M | 36% | 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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| Howard Wealth Management | 24k | $2.1M | -2% | Dec 2025 |
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| Everstar Asset Management | 23k | $2.1M | -4% | Mar 2026 |
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| Atria Investments | 23k | $2.1M | -1% | Dec 2025 |
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| Ausdal Financial Partners | 23k | $2.1M | 0% | Dec 2025 |
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| Yorktown Management & Research Company | 23k | $2.1M | -15% | Mar 2026 |
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| MAI Wealth Advisors | 23k | $2.0M | 11% | Dec 2025 |
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| Principal Securities | 23k | $2.0M | 2% | Dec 2025 |
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| O'rourke & Company | 22k | $2.0M | -1% | Dec 2025 |
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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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| Montecito Bank & Trust | 22k | $2.0M | -2% | Mar 2026 |
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| Advyzon Investment Management | 22k | $1.9M | 152% | Dec 2025 |
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| J.W. Burns & Company | 21k | $1.9M | 8% | Mar 2026 |
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| Silver Oak Securities | 21k | $1.9M | 21% | Dec 2025 |
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| SkyOak Wealt | 21k | $1.9M | 0% | Dec 2025 |
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| Advisory Alpha | 21k | $1.8M | -4% | Dec 2025 |
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| Colony | 20k | $1.8M | 12% | Dec 2025 |
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| Rosenblum-Silverman-Sutton | 20k | $1.8M | -1% | Dec 2025 |
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| EP Wealth Advisors | 20k | $1.7M | 100% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 19k | $1.7M | 132% | Dec 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% | Dec 2025 |
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| Octavia Wealth Advisors | 19k | $1.7M | -10% | Mar 2026 |
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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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| We Are One Seven | 18k | $1.6M | -4% | Dec 2025 |
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| AE Wealth Management | 17k | $1.5M | -22% | Dec 2025 |
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| Simplicity Wealth | 15k | $1.3M | -36% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 12k | $1.1M | -57% | Dec 2025 |
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| Adviser Investments | 4.7k | $423k | -94% | Dec 2025 |
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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 |
| Lifestyle Asset Management | Dec 2025 | 141k | $13M |
| Financial & Tax Architects | Sep 2025 | 113k | $10M |
| Capstone Investment Advisors | Sep 2025 | 107k | $9.7M |
| Elequin Capital | Sep 2025 | 90k | $8.1M |
| Renaissance Technologies | Sep 2025 | 53k | $4.8M |
| Midwest Professional Planners | Sep 2025 | 38k | $3.5M |
| Squarepoint Ops | Sep 2025 | 28k | $2.6M |