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Disclosery

CWB SPDR SERIES TRUST

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BBG CONV SEC ETF (fund)

464 managers (468 13F filers) reported a position in CWB shares at 2025-03-31, 33,254,408 shares in all. 33 filers opened a position and 83 filers sold out during the quarter.

Managers
464
13F filers
468
New
33
Added
138
Reduced
179
Sold out
83
Shares held by filers
33,254,408

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,635,554$202M0.02%+111,40113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,516,499$193M-143,875Timeline
Howard Capital Management, LLC2,375,293$182M4.57%+20,97613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,621,725$124M0.01%-4,87013F-HRTimelineGroup
Cetera Investment Advisers1,587,390$122M0.24%-4,50613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,345,622$103M0.03%+341,98113F-HRTimelineGroup
LPL Financial LLC1,282,584$98.3M0.04%+64,48113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,212,254$92.9M0.02%+96,22113F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC1,138,584$87.2M0.16%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…806,490$61.8M0.03%-15,66413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC704,622$54M0.01%+86,65413F-HR/ATimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…658,630$50.5M0.51%-138,26113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\637,248$48.8M0.02%013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…585,057$44.8M0.04%+89,36713F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE578,800$44.3M0.07%-108,10013F-HRTimelineGroup
Orion Porfolio Solutions, LLC489,216$37.5M0.37%+6,96613F-HRTimeline
Orion Portfolio Solutions, LLC489,216$37.5M0.37%+6,96613F-HR/ATimeline
UBS Group AGin group UBS Group AG482,900$37M0.01%+8,10213F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/450,177$34.5M0.02%-12,09513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA389,206$29.8M0.01%-31513F-HR/ATimelineGroup
One Wealth Map LLC382,490$28.3M18.82%+2,25813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC337,953$25.9M0.01%+69,03413F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.301,780$23.1M0.01%013F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd274,499$21M0.47%+151,86113F-HRTimelineGroup
Cambridge Investment Research Advisors,…265,839$20.4M0.07%+7,82513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC241,683$18.5M0.03%-25913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP231,260$17.7M0.03%+25,79513F-HRTimelineGroup
Wealth Watch Advisors, INC225,041$17.2M14.01%-6,57013F-HRTimeline
River Wealth Advisors LLC224,733$17.2M2.39%+2,28513F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC215,552$16.5M0.15%+36213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.215,192$16.5M0.04%-95,03113F-HRTimelineGroup
XML Financial, LLC209,376$16M1.5%-70913F-HRTimeline
Waldron Private Wealth LLC201,420$15.4M0.73%-3,89613F-HRTimeline
Florin Court Capital LLP160,977$12.3M12.79%+67,70013F-HRTimeline
Janney Montgomery Scott LLC155,479$11.9M0.03%+73213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP143,341$11M0.01%-51,46613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…143,328$11M0.02%-77,63813F-HRTimeline
Paulson Wealth Management Inc.141,916$10.9M3.06%+3,65713F-HRTimeline
B. Riley Wealth Advisors, Inc.136,654$10.5M0.32%+1,16113F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding125,586$9.62M+4,021Timeline
FSC Wealth Advisors, LLC123,101$9.43M6.19%-2,39513F-HRTimeline
AMG National Trust Bank123,072$9.43M0.26%-30413F-HRTimeline
Estate Counselors, LLC121,562$9.31M0.97%+10,99013F-HRTimeline
Financial & Tax Architects, LLC120,671$9.25M2.32%+3,32813F-HRTimeline
Atria Wealth Solutions, Inc.119,261$9.14M0.11%-25,54513F-HRTimeline
Modera Wealth Management, LLC117,854$9.03M0.12%+5,60713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC112,000$8.58M0.01%-58,80013F-HRTimeline
Kingsview Wealth Management, LLC111,303$8.53M0.16%+13,56213F-HRTimeline
Creative Planningin group Creative Planning109,987$8.43M0.01%-1,53313F-HRTimelineGroup
NTV Asset Management LLC109,503$8.39M1.12%-2,99013F-HRTimeline
McAdam, LLC106,988$8.2M0.51%-2,75213F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD105,677$8.1M0.02%-113,21013F-HRTimelineGroup
Geneos Wealth Management Inc.105,490$8.08M0.12%+56,84913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO104,643$8.02M<0.01%-58,06613F-HRTimelineGroup
Lifestyle Asset Management, Inc.103,229$7.91M4.35%+2,28913F-HRTimeline
Anderson Financial Strategies, LLC102,681$7.87M4.81%+1,71713F-HRTimeline
MML INVESTORS SERVICES, LLC98,933$7.58M0.03%-90,54813F-HRTimeline
Windsor Capital Management, LLC96,638$7.4M2.27%-2,96713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…95,693$7.33M0.11%-9,74613F-HRTimelineGroup
Petix & Botte Co95,318$7.3M1.92%-10,77113F-HRTimeline
Steward Partners Investment Advisory, L…91,023$6.97M0.06%-7,52313F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC85,335$6.54M5.25%13F-HRTimeline
William Mack & Associates, Inc.82,317$6.31M5.4%+7,43013F-HRTimeline
Finward Bancorp76,162$5.84M5.06%-46613F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC75,537$5.79M0.01%+1,31513F-HRTimelineGroup
Baron Financial Group, LLC74,773$5.73M3.6%-1,12713F-HRTimeline
Arkos Global Advisors73,677$5.64M0.83%+2,78713F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding69,638$5.34M+2,146Timeline
Allworth Financial LP69,563$5.33M0.03%-10,68713F-HRTimeline
Private Advisor Group, LLC68,576$5.25M0.03%-8,71913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.66,154$5.07M0.32%-1,11013F-HRTimelineGroup
Riggs Asset Managment Co. Inc.58,235$4.46M1.27%-60413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…57,020$4.39M0.02%-1,27213F-HRTimelineGroup
AMERICAN CENTURY COMPANIES INCin group AMERICAN CENTURY COMPANIES INC56,718$4.35M<0.01%new13F-HRTimelineGroup
David J Yvars Group56,360$4.32M3.4%-37213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,950$4.29M0.01%+113F-HRTimelineGroup
Sterling Investment Advisors, Ltd.54,956$4.21M1.01%+71513F-HRTimeline
HighTower Advisors, LLC52,075$3.99M0.01%+1,19213F-HRTimeline
Sage Capital Management, LLC51,596$3.95M2.15%+11513F-HRTimeline
Chicago Partners Investment Group LLC46,592$3.64M0.12%-30113F-HRTimeline
BARINGS LLCin group BARINGS LLC47,196$3.62M0.09%new13F-HRTimelineGroup
Optivise Advisory Services LLC47,168$3.61M2.03%-26,04413F-HRTimeline
WESBANCO BANK INC46,556$3.57M0.12%+12513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC44,788$3.43M<0.01%+1,98713F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.42,982$3.29M0.06%013F-HRTimelineGroup
Prospera Financial Services Inc42,972$3.29M0.08%-25,91213F-HRTimeline
CIM, LLC42,918$3.29M0.49%+42313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…38,762$3.1M0.01%013F-HR/ATimelineGroup
NorthCoast Asset Management LLC39,925$3.06M0.02%-5,81313F-HR/ATimeline
TFG Advisers LLC39,414$3.02M1.1%-1,68113F-HRTimeline
Atria Investments, Inc38,153$2.92M0.04%-37,45613F-HRTimeline
Mount Lucas Management LP34,529$2.65M1.24%+62713F-HRTimeline
HMS Capital Management, LLC36,367$2.63M1.46%new13F-HRTimeline
Waverly Advisors, LLC34,285$2.63M0.03%-39313F-HRTimeline
Simplicity Wealth,LLC33,420$2.56M0.2%new13F-HRTimeline
BLAIR WILLIAM & CO/IL33,288$2.55M0.01%+41113F-HRTimeline
Focus Financial Network, Inc.33,153$2.54M0.1%+3813F-HRTimeline
FIL Ltdin group FIL Ltd32,274$2.47M<0.01%+15,38313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding31,734$2.43M-5,537Timeline
FOCUS Wealth Advisors, LLC31,112$2.38M1.32%-78813F-HRTimeline
Confluence Wealth Services, Inc.31,257$2.37M0.15%+16,12213F-HRTimeline
Powell Investment Advisors, LLC30,645$2.35M1.15%+3,30013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,620$2.35M0.01%-4,06813F-HRTimeline
Aletheian Wealth Advisors LLC30,525$2.34M1.31%+37513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC29,679$2.31M0.05%+82313F-HRTimelineGroup
EFG Private Wealth Management (Americas…30,021$2.3M0.47%+25613F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV29,966$2.3M0.51%+39113F-HRTimeline
IFP Advisors, Inc29,759$2.28M0.07%+6,56213F-HRTimeline
J.W. COLE ADVISORS, INC.28,982$2.22M0.07%+19,18213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.28,742$2.2M0.02%+1,76813F-HRTimelineGroup
Investors Research Corp28,284$2.17M0.47%-17813F-HRTimeline
Sanctuary Advisors, LLC28,206$2.16M0.02%+4,25013F-HRTimeline
AE Wealth Management LLC28,092$2.15M0.02%+9,34013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,227$2.09M<0.01%+4,80713F-HRTimelineGroup
HF Advisory Group, LLC27,104$2.08M0.91%+78413F-HRTimeline
Hudson Portfolio Management LLC26,886$2.06M1.98%-46513F-HRTimeline
Everstar Asset Management, LLC26,605$2.04M1.35%-2,10013F-HR/ATimeline
Sowell Financial Services LLC26,441$2.03M0.09%-52613F-HRTimeline
Montecito Bank & Trust24,516$1.88M0.33%-1,72213F-HRTimeline
Disciplined Investments, LLC24,425$1.87M0.86%+2,24913F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC23,660$1.81M1.01%-23713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding23,581$1.81M-1,096Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC23,506$1.8M0.46%-45113F-HRTimelineGroup
Squarepoint Ops LLCin group Squarepoint Ops LLC23,290$1.78M<0.01%+1,11713F-HR/ATimelineGroup
Advisory Alpha, LLC22,797$1.75M0.06%-2,11113F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,791$1.75M<0.01%-1,27913F-HRTimelineGroup
Private Advisory Group LLC22,791$1.75M0.2%-15313F-HRTimeline
Octavia Wealth Advisors, LLC22,646$1.74M0.21%-27313F-HRTimeline
O'ROURKE & COMPANY, Inc22,344$1.71M0.85%+1,37613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV22,019$1.69M<0.01%-8,99513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,438$1.65M<0.01%+6,95913F-HR/ATimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC21,300$1.63M0.01%+1,87013F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …21,245$1.63M0.11%-2,40513F-HRTimelineGroup
SkyOak Wealth, LLC21,031$1.61M0.35%-30013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…20,220$1.55M0.58%+6,48613F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA20,193$1.55M0.43%-46513F-HRTimeline
AXS Investments LLC19,841$1.52M0.42%+54013F-HRTimeline
MAI Capital Management19,766$1.51M0.01%013F-HRTimeline
BURNS J W & CO INC/NY19,765$1.51M0.2%-15013F-HRTimeline
EP Wealth Advisors, LLC19,624$1.5M0.01%+113F-HRTimeline
CVA Family Office, LLC19,311$1.48M0.23%+1913F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …19,193$1.47M0.12%-1,00013F-HRTimeline
CAPITAL CITY TRUST CO/FL19,035$1.46M0.4%013F-HRTimeline
Clear Creek Financial Management, LLC18,773$1.44M0.15%-3,59213F-HRTimeline
MGO ONE SEVEN LLC18,670$1.43M0.06%-42213F-HRTimeline
Strategic Financial Partners, Ltd.18,554$1.42M0.75%+10,91513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management18,494$1.42M0.02%-1,40713F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC18,440$1.41M0.04%-1,00013F-HRTimeline
Ignite Planners, LLC18,020$1.4M0.27%-20,07213F-HRTimeline
Retireful, LLC18,049$1.39M1.32%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,063$1.31M0.04%-5613F-HRTimeline
New England Private Wealth Advisors LLC16,903$1.3M0.2%+1413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC16,700$1.28M0.01%-1,73413F-HRTimelineGroup
Midwest Professional Planners, LTD.16,534$1.27M0.39%+2,10113F-HRTimeline
ARK & TLK INVESTMENTS, LLC16,480$1.26M0.44%013F-HRTimeline
Manske Wealth Management16,396$1.26M0.47%-93313F-HRTimeline
AFG FIDUCIARY SERVICES LIMITED PARTNERS…16,778$1.25M0.92%+3813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,076$1.23M<0.01%-7,47613F-HRTimelineGroup
CW Advisors, LLC15,528$1.21M0.01%+5,52813F-HRTimeline
Talon Private Wealth, LLC15,553$1.19M0.16%-3,18213F-HRTimeline
Cordatus Wealth Management LLC14,838$1.14M0.31%+8,22113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC14,210$1.09M1.11%-1,86813F-HRTimeline
World Investment Advisors14,066$1.08M0.03%-18613F-HRTimeline
Curi Capital, LLC14,026$1.07M0.03%+4,23313F-HRTimeline
LFA - Lugano Financial Advisors SA13,981$1.07M0.73%013F-HRTimeline
PURSUE WEALTH PARTNERS LLC13,400$1.03M0.62%013F-HRTimeline
Patten Group, Inc.13,222$1.01M0.23%-1,24013F-HRTimeline
Farrell Financial LLC13,093$1M0.73%+45613F-HRTimeline
L.M. KOHN & COMPANY13,002$996K0.26%-5413F-HRTimeline
Apexium Financial, LP12,644$969K0.06%-5413F-HRTimeline
Mariner, LLCin group Mariner, LLC12,545$961K<0.01%-28,37813F-HRTimelineGroup
Nabity-Jensen Investment Management Inc12,488$957K0.76%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,369$949K0.09%-6,59513F-HR/ATimeline
Integrated Wealth Concepts LLC12,353$946K0.01%-1,94613F-HRTimeline
BridgePort Financial Solutions, LLC12,348$946K0.43%+8713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,185$934K0.03%-8,60313F-HRTimelineGroup
Horst & Graben Wealth Management LLC11,880$910K0.16%+1,14713F-HRTimeline
Towerpoint Wealth, LLC11,725$898K0.45%-5,46113F-HRTimeline
Occidental Asset Management, LLC11,724$898K0.14%-1,46013F-HRTimeline
Herold Advisors, Inc.11,650$893K0.2%-15013F-HRTimeline
SAGE RHINO CAPITAL LLC11,574$887K0.21%+74213F-HRTimeline
Insight Wealth Strategies, LLC11,528$883K0.12%+2513F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…11,339$869K0.69%-27513F-HRTimelineGroup
Legacy Financial Group LLC11,254$862K0.13%-80713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC11,185$857K0.63%+3413F-HRTimeline
SK Wealth Management, LLC11,579$856K0.46%-6813F-HRTimeline
COMERICA BANK11,065$848K<0.01%-7813F-HRTimeline
Telos Capital Management, Inc.10,807$828K0.09%-12213F-HRTimeline
Sigma Planning Corp10,733$822K0.03%-16513F-HRTimeline
FIRST MERCHANTS CORP10,655$816K0.03%013F-HRTimeline
NewEdge Advisors, LLC10,618$814K<0.01%-55,22413F-HRTimeline
CWM, LLCin group CWM, LLC10,614$813K<0.01%-1,93013F-HRTimelineGroup
INTRUST BANK NA10,600$812K0.08%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC10,417$798K<0.01%-1,576,69013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.10,395$796K0.18%+1,72213F-HR/ATimeline
M3 Advisory Group, LLC10,100$774K0.61%+36613F-HRTimeline
HB Wealth Management, LLC10,053$770K0.01%013F-HRTimeline
WEBSTER BANK, N. A.10,045$770K0.08%013F-HRTimeline
Peregrine Asset Advisers, Inc.10,015$767K0.29%-5613F-HRTimeline
Quantinno Capital Management LP10,000$766K<0.01%new13F-HRTimeline