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 | 2.5M | $197M | 0% | Dec 2024 |
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Envestnet Asset Management | 2.4M | $186M | -6% | Mar 2025 |
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Howard Capital Management | 2.4M | $182M | 1% | Mar 2025 |
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Morgan Stanley | 1.6M | $127M | 100% | 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 | 1.3M | $98M | 5% | Mar 2025 |
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Bessemer | 1.1M | $87M | 0% | Mar 2025 |
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Wells Fargo & Company | 1.1M | $87M | 15% | Dec 2024 |
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Delta Capital Management | 1.1M | $832k | 1% | Mar 2025 |
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Ameriprise Financial | 1.0M | $78M | 10% | Dec 2024 |
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Pnc Financial Services | 822k | $64M | -3% | Dec 2024 |
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Goldman Sachs Group | 705k | $54M | 14% | Mar 2025 |
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New York Life Investment Management | 659k | $51M | -17% | Mar 2025 |
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Deutsche Bank Aktiengesellschaft | 637k | $49M | 0% | Mar 2025 |
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Allianz Asset Management | 579k | $44M | -16% | Mar 2025 |
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Northwestern Mutual Wealth Management Company | 496k | $39M | 11% | Dec 2024 |
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UBS Group | 483k | $37M | 2% | Mar 2025 |
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Orion Portfolio Solutions | 482k | $38M | 16449% | Dec 2024 |
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Bank Of Montreal | 462k | $36M | -4% | Dec 2024 |
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Royal Bank of Canada | 390k | $30M | -2% | Dec 2024 |
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H&H Retirement Design & Management | 383k | $28M | 1% | Mar 2025 |
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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 | 266k | $20M | 3% | Mar 2025 |
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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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Branch Banking & Trust Company | 231k | $18M | 13% | Mar 2025 |
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River Wealth Advisors | 222k | $17M | 3% | Dec 2024 |
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Advisor Group Holdings | 215k | $17M | 2% | Mar 2025 |
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Guggenheim Capital, LLC Managers | 215k | $17M | -12% | Dec 2024 |
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XML Financial | 209k | $16M | 0% | Mar 2025 |
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Waldron | 201k | $15M | -2% | Mar 2025 |
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Stifel Financial | 195k | $15M | 11% | Dec 2024 |
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Mml Investors Services | 190k | $15M | 0% | Dec 2024 |
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Renaissance Technologies | 171k | $13M | -25% | Dec 2024 |
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Florin Court Capital | 161k | $12M | 73% | Mar 2025 |
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Janney Montgomery Scott | 156k | $12M | 0% | Mar 2025 |
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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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Wealth Enhancement Advisory Services | 143k | $11M | -35% | Mar 2025 |
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Paulson Wealth Management | 142k | $11M | 3% | Mar 2025 |
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National Asset Management | 136k | $11M | -18% | Dec 2024 |
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Oppenheimer & Co | 126k | $9.6M | 7% | Mar 2025 |
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FSC Wealth Advisors | 123k | $9.4M | -2% | Mar 2025 |
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Amg National Trust Bank | 123k | $9.4M | 0% | Mar 2025 |
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Quadrature Capital | 123k | $9.6M | 100% | Dec 2024 |
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Modera Wealth Management | 118k | $9.0M | 5% | Mar 2025 |
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Financial & Tax Architects | 117k | $9.1M | 100% | 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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Kingsview Wealth Management | 111k | $8.5M | 14% | Mar 2025 |
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Estate Counselors | 111k | $8.6M | 1% | Dec 2024 |
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McAdam | 110k | $8.5M | 1% | Dec 2024 |
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NTV Asset Management | 110k | $8.4M | -3% | Mar 2025 |
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Petix & Botte | 106k | $8.3M | -22% | Dec 2024 |
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Nomura Asset Management | 106k | $8.1M | -52% | Mar 2025 |
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Jpmorgan Chase & Co | 105k | $8.0M | -36% | Mar 2025 |
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Lifestyle Asset Management | 103k | $7.9M | 2% | Mar 2025 |
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Anderson Financial Strategies | 101k | $7.9M | 100% | Dec 2024 |
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Steward Partners Investment Advisory | 99k | $7.7M | 5% | Dec 2024 |
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Windsor Capital Management | 97k | $7.4M | -3% | Mar 2025 |
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Stephens | 96k | $7.3M | -9% | Mar 2025 |
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Envestnet Portfolio Solutions | 92k | $7.1M | 6% | Mar 2025 |
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Finward Bancorp | 77k | $6.0M | 100% | Dec 2024 |
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Atria Investments | 76k | $5.9M | 12% | Dec 2024 |
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Baron Financial Group | 75k | $5.7M | -1% | Mar 2025 |
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Prudential Financial | 74k | $5.8M | -24% | 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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Hanson McClain Advisors | 70k | $5.3M | -13% | Mar 2025 |
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Ameritas Advisory Services | 69k | $5.3M | 3% | Mar 2025 |
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Prospera Financial Services | 69k | $5.4M | 218% | Dec 2024 |
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Private Advisor | 69k | $5.3M | -11% | Mar 2025 |
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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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Geneos Wealth Management | 64k | $4.9M | 32% | Mar 2025 |
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Logan Stone Capital | 60k | $4.7M | 9% | Dec 2024 |
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Riggs Asset Managment | 58k | $4.5M | -1% | Mar 2025 |
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Mirae Asset Global Investments | 57k | $4.4M | -2% | Mar 2025 |
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David J Yvars Group | 56k | $4.3M | -1% | Mar 2025 |
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Rockefeller Capital Management | 56k | $4.4M | -1% | Dec 2024 |
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Sterling Investment Advisors | 55k | $4.2M | 1% | Mar 2025 |
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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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Hershey Financial Advisers | 51k | $4.0M | 100% | Dec 2024 |
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HighTower Advisors | 51k | $4.0M | 2% | Dec 2024 |
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Sykon Capital | 50k | $3.9M | 31% | Dec 2024 |
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Optivise Advisory Services | 47k | $3.6M | -36% | Mar 2025 |
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Chicago Partners Investment | 47k | $3.6M | -1% | Mar 2025 |
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Wesbanco Trust And Investments | 47k | $3.6M | 0% | Mar 2025 |
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Kovitz Investment Group Partners | 46k | $3.6M | 100% | Dec 2024 |
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Citigroup | 45k | $3.4M | 5% | Mar 2025 |
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Leucadia National Corporation | 43k | $3.3M | 0% | Mar 2025 |
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Cim | 43k | $3.3M | 1% | Dec 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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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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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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Simplicity Wealth | 33k | $2.6M | 100% | Mar 2025 |
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Focus Financial Network | 33k | $2.5M | 0% | Mar 2025 |
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William Blair $ Company | 33k | $2.6M | 1% | Dec 2024 |
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Fil | 32k | $2.5M | 91% | Mar 2025 |
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BlueCrest Capital Management | 32k | $2.5M | 100% | Dec 2024 |
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Confluence Wealth Services | 31k | $2.4M | 107% | Mar 2025 |
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FOCUS Wealth Advisors | 31k | $2.4M | -2% | Mar 2025 |
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Mercer Global Advisors | 31k | $2.4M | 30% | Dec 2024 |
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Powell Investment Advisors | 31k | $2.3M | 12% | Mar 2025 |
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Aletheian Wealth Advisors | 31k | $2.3M | 1% | Mar 2025 |
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EFG Asset Management | 30k | $2.3M | 1% | Mar 2025 |
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First National Corp | 30k | $2.3M | 1% | Mar 2025 |
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IFP Advisors | 30k | $2.3M | 28% | Mar 2025 |
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Kingswood Wealth Advisors | 30k | $2.3M | 57% | Mar 2025 |
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Principal Securities | 30k | $2.3M | 3% | Mar 2025 |
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State of Tennessee, Treasury Department | 29k | $2.3M | 100% | Dec 2024 |
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J.w. Cole Advisors | 29k | $2.2M | 196% | Mar 2025 |
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Everstar Asset Management | 29k | $2.2M | 0% | Dec 2024 |
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Investors Research Corp | 28k | $2.2M | -1% | Mar 2025 |
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Hudson Portfolio Management | 27k | $2.1M | -1% | Dec 2024 |
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HF Advisory Group | 27k | $2.1M | 3% | Mar 2025 |
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Equitable Holdings | 27k | $2.1M | 5% | Dec 2024 |
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OZ Management | 27k | $2.1M | -15% | Dec 2024 |
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Sowell Financial Services | 26k | $2.0M | -2% | Mar 2025 |
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Citadel Advisors | 25k | $2.0M | 355% | Dec 2024 |
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Montecito Bank & Trust | 25k | $1.9M | -7% | Mar 2025 |
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Disciplined Investments | 24k | $1.9M | 10% | Mar 2025 |
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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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Signature Securities Group Corporation | 24k | $1.8M | -2% | Mar 2025 |
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Private Advisory | 23k | $1.7M | -1% | Mar 2025 |
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Northern Trust | 23k | $1.7M | -5% | Mar 2025 |
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Octavia Wealth Advisors | 23k | $1.7M | -1% | Mar 2025 |
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First Trust Advisors | 22k | $1.7M | 100% | Dec 2024 |
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CI Private Wealth | 22k | $1.7M | -1% | Dec 2024 |
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O'rourke & Company | 22k | $1.7M | 7% | Mar 2025 |
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Squarepoint Ops | 22k | $1.7M | 1% | Dec 2024 |
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OneAscent Financial Services | 21k | $1.6M | -10% | Mar 2025 |
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SkyOak Wealt | 21k | $1.6M | -1% | Mar 2025 |
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Change Path | 21k | $1.6M | 18% | Dec 2024 |
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Colony | 20k | $1.6M | 240% | Dec 2024 |
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Rosenblum-Silverman-Sutton | 20k | $1.5M | -2% | Mar 2025 |
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AXS Investments | 20k | $1.5M | 3% | Mar 2025 |
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MAI Wealth Advisors | 20k | $1.5M | 100% | Dec 2024 |
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J.W. Burns & Company | 20k | $1.5M | -1% | Mar 2025 |
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EP Wealth Advisors | 20k | $1.5M | 0% | Dec 2024 |
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Prudential | 19k | $1.5M | -14% | Dec 2024 |
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Schaper Benz & Wise Investment Counsel | 19k | $1.5M | -5% | Mar 2025 |
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Clear Creek Financial Management | 19k | $1.4M | -16% | Mar 2025 |
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Brookstone Capital Management | 19k | $1.4M | -7% | Mar 2025 |
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Ignite Planners | 18k | $1.4M | -53% | Mar 2025 |
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Patten | 15k | $1.1M | -28% | Dec 2024 |
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Advisory Alpha | 11k | $805k | -58% | Mar 2025 |
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EverSource Wealth Advisors | 9.4k | $717k | -59% | Mar 2025 |
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Foundations Investment Advisors | 9.0k | $688k | -79% | Mar 2025 |
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Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 8.4k | $642k | -84% | Mar 2025 |
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Susquehanna International | 4.4k | $345k | -79% | Dec 2024 |
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Oxinas Partners Wealth Management | 3.4k | $263k | -93% | Mar 2025 |
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D. J. St. Germain | 1.2k | $95k | -99% | Mar 2025 |
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CFG Asset Management | 80.00 | $6.1k | -100% | Mar 2025 |
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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 |
---|---|---|---|
Wright Fund Managment | Dec 2024 | 871k | $68M |
Strategic Investment Advisors / MI | Dec 2024 | 180k | $14M |
Goodman Advisory Group | Dec 2024 | 161k | $13M |
Win Advisors | Dec 2024 | 120k | $9.3M |
ACT Advisors | Dec 2024 | 98k | $7.6M |
MacKay Shields | Dec 2024 | 94k | $7.3M |
Townsquare Capital | Dec 2024 | 69k | $5.3M |
Robertson Stephens Wealth Management | Dec 2024 | 69k | $5.3M |
Synergy Financial Management | Dec 2024 | 63k | $4.9M |
AMJ Financial Wealth Management | Dec 2024 | 51k | $4.0M |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | Dec 2024 | 34k | $2.7M |
WealthTrust Asset Management | Dec 2024 | 32k | $2.5M |
Thrive Capital Management | Dec 2024 | 21k | $1.6M |
Hanlon Investment Management | Dec 2024 | 21k | $1.6M |