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 | 2.7M | $198M | -2% | Mar 2024 |
|
| Goldman Sachs Group | 1.8M | $130M | 1% | Mar 2024 |
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| Morgan Stanley | 1.8M | $130M | -14% | Mar 2024 |
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| Bessemer | 1.3M | $93M | 0% | Dec 2023 |
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| LPL Financial | 1.1M | $82M | 0% | Mar 2024 |
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| Delta Capital Management | 1.1M | $782k | 0% | Mar 2024 |
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| Wells Fargo & Company | 998k | $73M | -2% | Mar 2024 |
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| New York Life Investment Management | 922k | $67M | -24% | Mar 2024 |
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| Pnc Financial Services | 921k | $67M | -4% | Mar 2024 |
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| Ameriprise Financial | 895k | $65M | -14% | Mar 2024 |
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| Deutsche Bank Aktiengesellschaft | 643k | $47M | -32% | Mar 2024 |
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| Envestnet Asset Management | 602k | $44M | -78% | Mar 2024 |
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| Wright Fund Managment | 572k | $42M | 40% | Mar 2024 |
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| Bank Of Montreal | 500k | $37M | -38% | Mar 2024 |
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| UBS Group | 498k | $36M | -7% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 422k | $31M | 8% | Mar 2024 |
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| Royal Bank of Canada | 400k | $29M | 1% | Mar 2024 |
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| H&H Retirement Design & Management | 369k | $26M | -16% | Mar 2024 |
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| Fulton Breakefield Broenniman d/b/a FBB Capital Partners | 334k | $24M | 0% | Mar 2024 |
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| Jane Street | 332k | $24M | 3103% | Mar 2024 |
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| Oakmont Partners | 289k | $21M | -6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 280k | $20M | -2% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 280k | $20M | 235% | Mar 2024 |
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| Advisor Group Holdings | 271k | $20M | 16% | Mar 2024 |
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| Barclays | 257k | $19M | -4% | Mar 2024 |
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| Nomura Asset Management | 257k | $19M | -5% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 239k | $17M | -10% | Dec 2023 |
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| Branch Banking & Trust Company | 230k | $17M | 7% | Mar 2024 |
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| ACT Advisors | 222k | $16M | 100% | Mar 2024 |
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| Commonwealth Equity Services | 219k | $16M | -1% | Mar 2024 |
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| Lloyd Advisory Services | 212k | $13M | -46% | Mar 2024 |
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| Waldron | 209k | $15M | -5% | Mar 2024 |
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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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| Advisors Preferred | 201k | $15M | 264% | Mar 2024 |
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| XML Financial | 194k | $14M | 9% | Mar 2024 |
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| D. J. St. Germain | 191k | $14M | -4% | Dec 2023 |
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| National Asset Management | 180k | $13M | -32% | Dec 2023 |
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| Raymond James Financial Services Advisors | 170k | $12M | 2% | Mar 2024 |
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| Stifel Financial | 167k | $12M | 7% | Mar 2024 |
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| Janney Montgomery Scott | 160k | $12M | -4% | Mar 2024 |
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| Huntington National Bank | 159k | $12M | -4% | Mar 2024 |
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| Hilltop Holdings | 139k | $10M | 1% | Mar 2024 |
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| Babson Capital Management | 137k | $10M | 0% | Mar 2024 |
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| Paulson Wealth Management | 132k | $9.6M | 6% | Mar 2024 |
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| CWM | 131k | $9.6M | 6% | Mar 2024 |
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| Capstone Investment Advisors | 130k | $9.5M | 21% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 124k | $9.1M | -20% | Mar 2024 |
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| Modera Wealth Management | 124k | $9.1M | 3% | Mar 2024 |
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| Atria Investments | 124k | $9.0M | 5% | Dec 2023 |
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| McAdam | 122k | $8.9M | 10% | Mar 2024 |
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| Amg National Trust Bank | 120k | $8.8M | 10% | Mar 2024 |
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| NTV Asset Management | 116k | $8.4M | -3% | Mar 2024 |
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| Oppenheimer & Co | 115k | $8.4M | -1% | Mar 2024 |
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| Creative Planning | 114k | $8.3M | 1% | Mar 2024 |
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| FSC Wealth Advisors | 113k | $8.2M | -3% | Mar 2024 |
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| Crew Capital Management | 107k | $7.8M | 100% | Mar 2024 |
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| Windsor Capital Management | 100k | $7.3M | -1% | Mar 2024 |
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| Stephens | 99k | $7.2M | -33% | Mar 2024 |
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| Raymond James & Associates | 96k | $7.0M | 8% | Mar 2024 |
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| Susquehanna International | 94k | $6.9M | 110% | Mar 2024 |
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| Fil | 92k | $6.7M | 100% | Mar 2024 |
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| State of Tennessee, Treasury Department | 90k | $6.6M | -40% | Mar 2024 |
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| Hanson McClain Advisors | 88k | $6.4M | -12% | Mar 2024 |
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| Steward Partners Investment Advisory | 88k | $6.4M | -3% | Mar 2024 |
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| Jpmorgan Chase & Co | 83k | $6.1M | 8% | Mar 2024 |
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| Baron Financial Group | 81k | $5.9M | 0% | Mar 2024 |
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| BTS Asset Management | 78k | $5.7M | -10% | Mar 2024 |
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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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| Kingsview Wealth Management | 74k | $5.4M | 4% | Mar 2024 |
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| Eagle Strategies | 71k | $5.2M | 100% | Mar 2024 |
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| Archetype Wealth Partners | 70k | $5.1M | 0% | Dec 2023 |
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| Oppenheimer Asset Management | 70k | $5.1M | -60% | Mar 2024 |
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| Rockefeller Capital Management | 69k | $5.0M | 3% | Dec 2023 |
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| Private Advisor | 69k | $5.0M | -6% | Mar 2024 |
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| Citadel Advisors | 68k | $5.0M | 77% | Mar 2024 |
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| Petix & Botte | 67k | $4.9M | -50% | Mar 2024 |
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| HighTower Advisors | 67k | $4.9M | -9% | Mar 2024 |
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| Advisory Alpha | 66k | $4.8M | -2% | Mar 2024 |
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| Riggs Asset Managment | 65k | $4.8M | -3% | Mar 2024 |
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| David J Yvars Group | 63k | $4.6M | -1% | Mar 2024 |
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| Goss Wealth Management | 61k | $4.5M | 360% | Mar 2024 |
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| WealthTrust Asset Management | 60k | $4.4M | 5% | Mar 2024 |
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| BlueCrest Capital Management | 59k | $4.3M | 100% | Mar 2024 |
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| Mariner Wealth Advisors | 59k | $4.3M | -45% | Mar 2024 |
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| Sterling Investment Advisors | 58k | $4.2M | 0% | Mar 2024 |
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| Florin Court Capital | 52k | $3.8M | -58% | Mar 2024 |
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| Chicago Partners Investment | 52k | $3.7M | -9% | Mar 2024 |
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| Estate Counselors | 48k | $3.5M | 16% | Dec 2023 |
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| TFG Advisers | 47k | $3.4M | -4% | Mar 2024 |
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| Geneos Wealth Management | 45k | $3.3M | -6% | Mar 2024 |
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| Sykon Capital | 43k | $3.1M | -17% | Mar 2024 |
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| Leucadia National Corporation | 42k | $3.1M | 111% | Mar 2024 |
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| Citigroup | 42k | $3.1M | 3% | Mar 2024 |
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| Captrust Financial Advisors | 42k | $3.1M | -1% | Mar 2024 |
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| Retireful | 42k | $3.1M | 773% | Mar 2024 |
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| Wesbanco Trust And Investments | 40k | $3.0M | 1% | Mar 2024 |
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| Warren Averett Asset Management | 40k | $2.9M | 4% | Mar 2024 |
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| Cim | 39k | $2.8M | 100% | Dec 2023 |
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| RPg Family Wealth Advisory | 38k | $2.8M | 4% | Mar 2024 |
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| Norway Savings Bank | 38k | $2.8M | -1% | Mar 2024 |
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| Atria Wealth Solutions | 37k | $2.7M | -4% | Mar 2024 |
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| TRUE Private Wealth Advisors | 37k | $2.7M | 5% | Mar 2024 |
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| Mount Lucas Management Corporation | 36k | $2.7M | 1% | Mar 2024 |
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| First Hawaiian Bank | 35k | $2.6M | -1% | Mar 2024 |
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| Montecito Bank & Trust | 34k | $2.5M | 48% | Mar 2024 |
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| Mirae Asset Global Investments | 33k | $2.4M | -13% | Mar 2024 |
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| HF Advisory Group | 33k | $2.4M | -18% | Mar 2024 |
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| Central Pacific Bank - Trust Division | 33k | $2.4M | 100% | Mar 2024 |
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| William Blair $ Company | 33k | $2.4M | -1% | Mar 2024 |
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| FOCUS Wealth Advisors | 33k | $2.4M | 4% | Mar 2024 |
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| Focus Financial Network | 31k | $2.2M | 100% | Mar 2024 |
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| Focus Financial Network | 31k | $2.2M | 100% | Dec 2023 |
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| Octavia Wealth Advisors | 31k | $2.2M | -3% | Mar 2024 |
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| Chesapeake Capital Corp | 30k | $2.2M | -26% | Mar 2024 |
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| Investors Research Corp | 30k | $2.2M | -2% | Mar 2024 |
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| Kestra Advisory Services | 30k | $2.1M | 0% | Dec 2023 |
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| Sowell Financial Services | 29k | $2.1M | -5% | Mar 2024 |
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| Powell Investment Advisors | 29k | $2.1M | 0% | Mar 2024 |
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| First National Corp | 28k | $2.0M | -1% | Mar 2024 |
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| Principal Securities | 27k | $2.0M | 1% | Mar 2024 |
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| Aletheian Wealth Advisors | 27k | $2.0M | 11% | Mar 2024 |
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| Patten | 27k | $1.9M | -2% | Mar 2024 |
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| Signature Securities Group Corporation | 26k | $1.9M | -1% | Mar 2024 |
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| Ignite Planners | 26k | $1.9M | 42% | Mar 2024 |
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| IFP Advisors | 26k | $1.8M | -32% | Dec 2023 |
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| Disciplined Investments | 26k | $1.9M | -18% | Mar 2024 |
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| O'rourke & Company | 24k | $1.7M | 4% | Mar 2024 |
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| CI Private Wealth | 22k | $1.6M | -2% | Mar 2024 |
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| Wealth Management Resources | 22k | $1.6M | -3% | Mar 2024 |
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| Kraematon Investment Advisors | 22k | $1.6M | -4% | Mar 2024 |
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| OneAscent Financial Services | 22k | $1.6M | -2% | Mar 2024 |
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| National Bank Of Canada /fi/ | 22k | $1.6M | 663% | Dec 2023 |
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| Prudential | 22k | $1.6M | -3% | Mar 2024 |
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| Howard Wealth Management | 22k | $1.6M | -5% | Mar 2024 |
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| Capital Analysts | 22k | $1.6M | 2% | Mar 2024 |
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| Schaper Benz & Wise Investment Counsel | 22k | $1.6M | 0% | Mar 2024 |
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| EFG Asset Management | 22k | $1.6M | -34% | Mar 2024 |
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| J.W. Burns & Company | 21k | $1.5M | 3% | Mar 2024 |
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| SkyOak Wealt | 21k | $1.5M | 0% | Mar 2024 |
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| L.m. Kohn & Company | 21k | $1.5M | -7% | Mar 2024 |
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| Occidental Asset Management | 20k | $1.5M | -1% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 20k | $1.5M | 0% | Mar 2024 |
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| Colony | 20k | $1.5M | 545% | Mar 2024 |
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| Carnick & Kubik | 20k | $1.4M | -44% | Mar 2024 |
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| GW & Wade | 20k | $1.4M | 17% | Dec 2023 |
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| Ohe Financial | 20k | $1.4M | 1% | Mar 2024 |
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| EP Wealth Advisors | 20k | $1.4M | 0% | Dec 2023 |
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| Foresight Capital Management Advisors | 20k | $1.4M | 100% | Mar 2024 |
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| Mason & Associates | 20k | $1.4M | 100% | Mar 2024 |
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| Confluence Wealth Services | 19k | $1.4M | -4% | Mar 2024 |
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| Prospera Financial Services | 19k | $1.4M | -77% | Dec 2023 |
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| Afg Fiduciary Services Limited Partnership | 18k | $1.3M | -9% | Mar 2024 |
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| Integrated Wealth Concepts | 17k | $1.2M | -95% | Mar 2024 |
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| AE Wealth Management | 15k | $1.1M | -87% | Mar 2024 |
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| We Are One Seven | 12k | $855k | -43% | Dec 2023 |
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| Thrivent Financial for Lutherans | 4.1k | $301k | -81% | Mar 2024 |
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| Goodman Advisory Group | 957.00 | $70k | -99% | Mar 2024 |
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| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of SPDR Barclays Capital Convertible SecETF?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| RIA Advisory Group | Dec 2023 | 811k | $74M |
| MacKay Shields | Dec 2023 | 66k | $4.8M |
| Calamos Advisors | Dec 2023 | 58k | $4.2M |
| Burns Matteson Capital Management | Sep 2023 | 49k | $3.3M |
| First Trust Advisors | Sep 2023 | 24k | $1.6M |