Who owns SPDR Barclays Capital Convertible SecETF?

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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 2.8M $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 1.7M $116M 18% Sep 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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National Asset Management 265k $18M 23% Sep 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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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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EP Wealth Advisors 20k $1.3M -17% Sep 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