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Disclosery

CWB SPDR SERIES TRUST

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BBG CONV SEC ETF (fund)

526 managers (531 13F filers) reported a position in CWB shares at 2026-03-31, 27,432,508 shares in all. 56 filers opened a position and 39 filers sold out during the quarter.

Managers
526
13F filers
531
New
56
Added
152
Reduced
200
Sold out
39
Shares held by filers
27,432,508

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Elevation Capital Advisory, LLC12,191$1.12M0.47%-42,80313F-HRTimeline
Arrow Investment Advisors, LLC12,123$1.11M1.18%013F-HRTimeline
BridgePort Financial Solutions, LLC12,024$1.1M0.31%-23113F-HRTimeline
Herold Advisors, Inc.11,925$1.09M0.24%013F-HRTimeline
IBEX WEALTH ADVISORS11,689$1.07M0.1%new13F-HRTimeline
Farther Finance Advisors, LLC11,568$1.07M0.01%+3,28713F-HRTimeline
SAGE RHINO CAPITAL LLC11,561$1.06M0.2%+31013F-HRTimeline
Insight Wealth Strategies, LLC11,520$1.05M0.12%+1913F-HRTimeline
Occidental Asset Management, LLC11,397$1.04M0.12%-32713F-HRTimeline
PURSUE WEALTH PARTNERS LLC11,400$1.04M0.62%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,330$1.04M<0.01%-65513F-HRTimelineGroup
M3 Advisory Group, LLC11,145$1.02M0.63%+22213F-HRTimeline
CWM, LLCin group CWM, LLC11,096$1.02M<0.01%-45,33513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/11,022$1.01M<0.01%+9,53713F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC11,000$1.01M<0.01%013F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC10,796$988K0.7%-22113F-HRTimeline
INTRUST BANK NA10,725$982K0.08%013F-HRTimeline
Sigma Planning Corp10,692$979K0.03%-22013F-HRTimeline
Peregrine Asset Advisers, Inc.10,407$952K0.26%013F-HRTimeline
HB Wealth Management, LLC10,304$943K0.01%+2813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.10,258$939K0.03%-61513F-HRTimelineGroup
Targeted Financial Services LLC10,240$937K0.77%-10013F-HRTimeline
VestGen Investment Management10,221$935K0.52%-1,39013F-HRTimeline
Towerpoint Wealth, LLC10,188$932K0.38%-5513F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…10,132$927K0.57%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,384$925K<0.01%+2,45313F-HR/ATimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC9,969$912K<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC9,900$906K0.02%new13F-HR/ATimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,861$902K0.01%+29413F-HRTimelineGroup
Horst & Graben Wealth Management LLC8,875$894K0.12%-74313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,730$890K0.05%-13413F-HRTimelineGroup
SK Wealth Management, LLC9,507$886K0.25%-31313F-HRTimeline
FIRST MERCHANTS CORP9,659$884K0.03%013F-HRTimeline
Telos Capital Management, Inc.9,629$881K0.08%-34613F-HRTimeline
Legacy Financial Group LLC9,588$877K0.11%-1,14313F-HRTimeline
Lee, Kelleher & Klein Wealth Management9,500$869K0.52%013F-HRTimeline
GeoWealth Management, LLC9,455$865K0.03%+37413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.9,436$864K0.01%-1,70713F-HRTimelineGroup
Stablepoint Partners, LLC9,351$856K0.13%+18713F-HRTimeline
Key Financial Inc9,219$844K0.15%013F-HRTimeline
ROCKLAND TRUST CO9,204$842K0.03%-9113F-HRTimeline
SeaCrest Wealth Management, LLC8,989$823K0.09%+15113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,944$819K<0.01%+2,02713F-HRTimelineGroup
Portland Financial Advisors Inc8,909$815K1.7%-2013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…8,840$809K<0.01%new13F-HRTimelineGroup
Aegis Wealth Management, Inc.8,838$809K0.64%-128,91113F-HRTimeline
FIL Ltdin group FIL Ltd8,662$793K<0.01%-27,25813F-HRTimelineGroup
RCW Management, LLC8,639$791K0.81%-11213F-HRTimeline
Avidian Wealth Enterprises, LLC8,468$775K0.02%+2,72913F-HRTimeline
Sidoxia Capital Management, LLC8,462$774K0.67%13F-HRTimeline
Beacon Pointe Advisors, LLC8,405$769K<0.01%+4,17113F-HRTimeline
Spartan Wealth Advisory Services LLC8,273$757K0.07%13F-HRTimeline
PINNACLE ASSOCIATES LTD7,983$731K0.01%013F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC7,820$716K0.02%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,764$711K0.01%-613F-HRTimelineGroup
Comprehensive Money Management Services…7,758$710K0.47%013F-HRTimeline
CAPITAL ADVISORS INC/OK7,645$700K0.01%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.7,589$695K<0.01%-4313F-HRTimelineGroup
Maridea Wealth Management LLC7,473$684K0.1%-15113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE7,433$680K0.1%-7,77513F-HRTimeline
Laraway Financial Advisors Inc7,375$675K0.47%-1213F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding7,360$674K-16,206Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,283$667K<0.01%new13F-HRTimelineGroup
Purpose Unlimited Inc.in group Purpose Unlimited Inc.7,003$640K0.03%+6,84313F-HRTimelineGroup
WEBSTER BANK, N. A.6,991$640K0.06%013F-HRTimeline
Connecticut Wealth Management, LLC6,990$640K0.03%013F-HRTimeline
Gateway Wealth Partners, LLC6,932$634K0.02%new13F-HRTimeline
WAYSTONE ADVISORS LLC6,907$632K0.56%-29513F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding6,902$632K-824Timeline
Trifecta Capital Advisors, LLC6,835$626K0.1%013F-HRTimeline
Midwest Trust Co6,815$624K0.01%+3,00013F-HRTimeline
Bigelow Investment Advisors, LLC6,676$611K0.24%+2,65013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp6,600$604K<0.01%-1,50013F-HR/ATimelineGroup
LEGACY FINANCIAL INDEPENDENT ADVISORS L…6,536$598K0.31%13F-HRTimeline
SONATA CAPITAL GROUP INC6,535$598K0.22%013F-HRTimeline
TFB Advisors LLC6,533$598K0.31%-1,67913F-HRTimeline
CAP Partners, LLC6,281$575K0.32%+713F-HRTimeline
Qube Research & Technologies Ltd6,252$572K<0.01%+2,71213F-HRTimeline
LongView Wealth Management5,769$570K0.14%+1513F-HRTimeline
Trajan Wealth LLC6,177$565K0.02%+70113F-HRTimeline
Snowden Capital Advisors LLC6,088$557K0.01%-2413F-HRTimeline
Kovack Advisors, Inc.6,002$555K0.03%+29113F-HRTimeline
Integrated Wealth Concepts LLC6,044$553K<0.01%+1,04613F-HRTimeline
Annex Advisory Services, LLC5,998$549K0.01%+1513F-HRTimeline
Signal Advisors Wealth, LLC5,993$548K0.04%+83813F-HRTimeline
Howard Capital Management, LLC5,960$545K0.01%-2,309,62813F-HRTimeline
Schwallier Wealth Management LLC5,748$526K0.38%new13F-HRTimeline
Triton Financial Group Inc5,748$519K0.91%+2,87413F-HRTimeline
Hyundai Investments Co., Ltd.5,825$519K0.58%+77113F-HRTimeline
Savvy Advisors, Inc.5,652$517K0.01%new13F-HRTimeline
ERn Financial, LLC5,609$513K0.1%+213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding5,080$507K-792Timeline
RVW Wealth, LLC5,512$504K0.04%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.5,401$494K0.05%013F-HRTimeline
FORM Wealth Advisors, LLC5,398$494K0.06%-91013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.5,355$490K0.17%-1,69513F-HRTimeline
PFG Investments, LLC5,317$487K0.02%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC5,279$483K0.01%-8613F-HRTimeline
Glen Eagle Advisors, LLC5,240$480K0.07%013F-HRTimeline
Certified Advisory Corp5,191$475K0.04%+32313F-HRTimeline
Liberty Atlantic Advisors LLC5,125$469K0.4%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management5,103$467K0.02%+413F-HRTimelineGroup
AlphaCentric Advisors LLC5,093$466K0.47%+41513F-HRTimeline
Guardian Asset Advisors, LLC5,053$462K0.27%-6,32413F-HRTimeline
Hudson Oak Wealth Advisory LLC4,965$454K0.39%013F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC4,960$454K0.03%-1,47513F-HRTimeline
Csenge Advisory Group4,932$451K0.02%-31613F-HRTimeline
Faithward Advisors, LLC4,914$450K0.06%-18113F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE4,900$448K<0.01%new13F-HRTimelineGroup
Asset One Wealth Management LLC4,462$446K0.05%+79513F-HRTimeline
Caprock Group, LLC4,835$442K0.01%new13F-HRTimeline
FSC Wealth Advisors, LLC4,728$433K8.26%-55,88713F-HRTimeline
BANK OF STOCKTON4,700$430K0.13%013F-HRTimeline
Dakota Wealth Management4,673$428K0.01%-20013F-HR/ATimeline
SILVER OAK SECURITIES, INCORPORATED4,658$426K0.03%-16,37513F-HRTimeline
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC4,552$417K<0.01%-13,41413F-HRTimelineGroup
Duncan Williams Asset Management, LLC4,545$416K0.12%-6713F-HRTimeline
Old Port Advisors4,534$415K0.1%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,519$414K0.01%-89213F-HR/ATimelineGroup
Embree Financial Group4,369$400K0.05%+16013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,323$400K0.03%-1313F-HRTimeline
TD Waterhouse Canada Inc.4,299$397K<0.01%-9,03013F-HRTimeline
Topsail Wealth Management, LLC4,274$391K0.06%013F-HRTimeline
Hobart Private Capital, LLC4,220$386K0.08%-4,68013F-HRTimeline
Impact Partnership Wealth, LLC4,203$385K0.05%new13F-HRTimeline
Retireful, LLC4,196$384K0.54%-51413F-HRTimeline
Detalus Advisors, LLC4,180$383K0.09%-95413F-HRTimeline
MeadowBrook Investment Advisors LLC4,130$378K0.33%013F-HRTimeline
SELDON CAPITAL LP4,068$372K0.14%013F-HRTimeline
Quarry LP4,050$371K0.07%new13F-HRTimeline
Foundations Investment Advisors, LLC4,011$367K<0.01%-3,12713F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,000$366K0.01%013F-HRTimeline
Orion Capital Management LLC4,000$366K0.13%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC4,000$366K0.03%013F-HRTimeline
Frank, Rimerman Advisors LLC4,000$366K0.02%013F-HRTimeline
Belpointe Asset Management LLC3,981$364K0.01%-2613F-HRTimeline
Mill Creek Capital Advisors, LLC3,957$362K0.01%+113F-HRTimeline
Prime Capital Investment Advisors, LLC3,928$360K<0.01%-20013F-HRTimeline
Mascagni Wealth Management, Inc.3,896$357K0.25%+113F-HRTimeline
First Heartland Consultants, Inc.3,857$353K0.03%+1,52013F-HRTimeline
Copia Wealth Management3,785$346K0.24%+3,30413F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,768$345K<0.01%-1513F-HRTimelineGroup
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …3,763$344K0.02%-24513F-HRTimelineGroup
RWA WEALTH PARTNERS, LLC3,749$343K<0.01%-99713F-HRTimeline
Acorn Wealth Advisors, LLC3,740$342K0.1%-11113F-HRTimeline
Independent Wealth Network Inc.3,722$341K0.1%new13F-HRTimeline
Merit Financial Group, LLC3,661$335K<0.01%-22113F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,648$334K0.05%-3913F-HRTimeline
Focused Wealth Management, Inc3,625$332K0.03%-2313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC3,612$331K0.01%-62313F-HRTimelineGroup
Balefire, LLC3,598$329K0.06%+26613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.3,571$327K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,544$324K0.01%+2,16313F-HRTimeline
Fisher Asset Management, LLC3,525$323K<0.01%+60313F-HRTimeline
Arkadios Wealth Advisors3,518$322K0.01%+5913F-HRTimeline
BOSTON FAMILY OFFICE LLC3,510$321K0.02%013F-HRTimeline
CoreCap Advisors, LLC3,444$315K0.01%-4013F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,437$315K0.07%-3,95313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,433$314K<0.01%13F-HRTimelineGroup
Principle Wealth Partners LLC3,416$313K0.02%013F-HRTimeline
CPC Advisors, LLC3,384$310K0.05%new13F-HRTimeline
Three Magnolias Financial Advisors, LLC3,380$309K0.2%-3,40913F-HRTimeline
CCG WEALTH MANAGEMENT, LLC3,370$308K0.08%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,348$306K0.03%+1,05713F-HRTimelineGroup
PRIVATE TRUST CO NA3,345$306K0.03%013F-HRTimeline
HANCOCK WHITNEY CORP3,306$303K0.01%+8113F-HRTimeline
Breakwater Capital Group3,208$294K0.04%+8713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,190$292K<0.01%-31213F-HRTimelineGroup
CX Institutional3,160$289K0.01%-2313F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,105$284K0.08%013F-HRTimeline
Worth Asset Management, LLC3,104$284K0.11%-213F-HRTimeline
93 Financial Group, LLC3,102$284K0.13%-18013F-HRTimeline
INSTRUMENTAL WEALTH, LLC3,061$280K0.17%+213F-HRTimeline
CENTAURUS FINANCIAL, INC.3,053$279K0.01%-6113F-HRTimeline
Oxinas Partners, LLC2,999$275K0.13%-1713F-HRTimeline
Urban Wealth Management, LLC2,995$274K0.28%013F-HRTimeline
Winthrop Advisory Group LLC2,984$273K0.02%013F-HRTimeline
Berger Financial Group, Inc2,979$273K0.02%-29913F-HRTimeline
Westmount Partners, LLC2,955$270K0.07%+513F-HRTimeline
CIBC WORLD MARKET INC.2,949$270K<0.01%013F-HRTimeline
Moors & Cabot, Inc.2,928$268K0.01%013F-HRTimeline
NorthRock Partners, LLC2,842$260K<0.01%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…2,804$257K<0.01%-5413F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK2,760$253K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC2,750$252K0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,746$251K<0.01%+3413F-HRTimelineGroup
OneDigital Investment Advisors LLC2,740$251K<0.01%-213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,724$249K<0.01%+84013F-HRTimeline
Meridian Wealth Management, LLC2,715$249K0.01%013F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,711$248K0.01%-1,30513F-HRTimeline
Orion Porfolio Solutions, LLC2,675$245K<0.01%-426,73213F-HRTimeline
M. Kulyk & Associates, LLC2,674$245K0.05%+17413F-HRTimeline
LIBERTY SQUARE WEALTH PARTNERS LLC2,597$238K0.07%-15513F-HRTimeline
Quad-Cities Investment Group, LLC2,582$236K0.09%-1213F-HRTimeline
Unique Wealth Strategies, LLC2,513$230K0.09%+20613F-HRTimeline
WealthPoint Financial, LLC2,513$230K0.19%new13F-HR/ATimeline
Key Client Fiduciary Advisors, LLC2,480$227K0.08%013F-HRTimeline
Wealthspire Retirement, LLC2,436$223K0.01%+4913F-HRTimeline
Bogart Wealth, LLC2,410$221K0.01%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,389$219K0.01%-95413F-HRTimeline