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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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/2,654,014$243M0.02%+26,71713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,611,345$147M0.01%+19,70713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,493,580$137M0.03%+10,55613F-HR/ATimelineGroup
LPL Financial LLC1,250,180$114M0.03%-328,62613F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,215,879$111M0.17%+83,75813F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,123,841$103M0.06%+81,72013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC842,982$77.1M0.16%-68,77213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC841,207$77M0.02%+39,31213F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…753,977$69M0.04%-28,19613F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\684,479$62.6M0.02%-114,22513F-HRTimelineGroup
Goodman Advisory Group, LLC522,882$47.9M12.42%-13,43213F-HRTimeline
UBS Group AGgroup of 2 filers holding489,216$44.8M+7,558Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC451,825$41.4M0.04%-96,61913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding451,768$41.3M-1,816,996Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC446,402$40.9M0.01%-76,50313F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/437,880$40.1M0.02%-14,14913F-HRTimelineGroup
One Wealth Map LLC371,488$37.8M18.44%-24,09613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA384,062$35.1M0.01%-10,74713F-HRTimelineGroup
New York Life Investment Management LLCin group New York Life Investment Mana…374,494$34.3M0.29%-98,39913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC310,778$28.4M0.01%-212,95313F-HRTimelineGroup
Cambridge Investment Research Advisors,…264,377$24.2M0.06%-36,01213F-HRTimeline
River Wealth Advisors LLC237,136$21.7M2.49%+1,85813F-HRTimeline
Estate Counselors, LLC230,144$21.1M1.88%+96,84413F-HRTimeline
ALLIANCEBERNSTEIN L.P.233,908$20.9M0.01%-15,15613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC214,145$19.6M0.03%-38,00713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP209,450$19.2M0.03%-4,05413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP195,944$17.9M0.02%+41213F-HRTimelineGroup
XML Financial, LLC186,523$17.1M1.38%-1,57113F-HRTimeline
Waldron Private Wealth LLC180,557$16.5M0.64%-6,25713F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC169,507$15.5M0.12%+2,77213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…156,375$14.6M0.03%-82,54413F-HRTimeline
Janney Montgomery Scott LLC154,164$14.1M0.03%-2,98213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.148,772$13.6M0.02%-19,05513F-HRTimelineGroup
AMG National Trust Bank133,926$12.3M0.27%+7,35913F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …132,117$12.1M0.15%-2,24713F-HRTimelineGroup
Modera Wealth Management, LLC131,389$12M0.14%-8,94213F-HRTimeline
Kingsview Wealth Management, LLC130,481$11.9M0.16%new13F-HRTimeline
McAdam, LLC129,377$11.8M0.53%+6,31813F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC125,232$11.5M1.69%+52,10113F-HRTimelineGroup
Cetera Investment Advisers121,412$11.1M0.01%-1,313,43713F-HRTimeline
William Mack & Associates, Inc.118,869$10.9M6.22%-62,46713F-HRTimeline
Advyzon Investment Management, LLC112,369$10.3M0.92%+90,60113F-HRTimeline
Anderson Financial Strategies, LLC96,476$10M5.51%-3,46613F-HRTimeline
Strategic Investment Advisors / MI105,804$9.66M0.67%+8,28313F-HRTimeline
Financial & Tax Architects, LLC105,088$9.62M2.14%new13F-HRTimeline
BLUEFIN CAPITAL MANAGEMENT, LLC104,719$9.58M9.29%new13F-HRTimeline
Paulson Wealth Management Inc.100,332$9.18M2.15%-65,59113F-HRTimeline
NTV Asset Management LLC97,403$8.91M0.98%-3,47013F-HRTimeline
WIN ADVISORS, INC96,539$8.84M4.04%new13F-HRTimeline
MML INVESTORS SERVICES, LLC95,629$8.75M0.02%-24,17213F-HRTimeline
Steward Partners Investment Advisory, L…91,693$8.39M0.04%-67213F-HRTimeline
Paladin Partners, LLC90,367$8.27M5.96%+10,16113F-HRTimeline
Windsor Capital Management, LLC86,438$7.91M2.23%-2,69613F-HRTimeline
Spectrum Wealth Advisory Group, LLC85,625$7.84M2.91%+2,06113F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC82,830$7.58M0.01%+15,16213F-HRTimelineGroup
Discipline Wealth Solutions, LLC79,794$7.3M0.77%+76,06513F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD75,056$6.87M0.02%013F-HRTimelineGroup
NorthCoast Asset Management LLC74,265$6.8M0.16%+3,98913F-HRTimeline
Arkos Global Advisors73,471$6.72M0.84%+2,04213F-HRTimeline
Baron Financial Group, LLC72,386$6.62M3.57%-11513F-HRTimeline
Finward Bancorp70,137$6.42M5.13%+96713F-HRTimeline
Riggs Asset Managment Co. Inc.68,068$6.23M1.28%+6,98813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC67,150$6.15M<0.01%+4,49013F-HRTimelineGroup
HMS Capital Management, LLC66,766$6.11M2.36%-3,41413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\66,300$6.07M0.01%+30,45213F-HRTimelineGroup
Creative Planningin group Creative Planning66,228$6.06M<0.01%+1,33313F-HRTimelineGroup
Private Advisor Group, LLC65,025$5.95M0.03%-29,63013F-HRTimeline
David J Yvars Group62,571$5.73M3.2%+1,31413F-HRTimeline
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…61,317$5.61M0.02%+4,53513F-HR/ATimelineGroup
Brindle & Bay Financial Advisors, LLC56,593$5.18M3.18%+6,30013F-HRTimeline
HighTower Advisors, LLC55,688$5.1M0.01%+57413F-HRTimeline
Sterling Investment Advisors, Ltd.54,361$4.98M0.9%+10413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…54,090$4.95M0.01%-7813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…52,362$4.79M0.05%-1,16613F-HRTimelineGroup
Prospera Financial Services Inc51,349$4.7M0.08%-4,88813F-HRTimeline
Allworth Financial LP51,261$4.69M0.02%-5,87813F-HRTimeline
NewSquare Capital LLC51,207$4.69M0.41%new13F-HRTimeline
Hershey Financial Advisers, LLC50,884$4.66M4.02%+10,33013F-HRTimeline
Sage Capital Management, LLC49,660$4.55M2.14%+23513F-HRTimeline
Chicago Partners Investment Group LLC43,527$4.4M0.1%-2,32813F-HRTimeline
AXS Investments LLC46,587$4.26M1.72%-3,87113F-HRTimeline
Guardian Capital, LLC44,695$4.09M3.91%+30,91413F-HRTimeline
Indivisible Partners44,085$4.03M0.36%+11,49713F-HRTimeline
IFP Advisors, Inc43,804$4.01M0.08%+1,76113F-HRTimeline
WESBANCO BANK INC43,579$3.99M0.11%-4,12013F-HRTimeline
CIM, LLC43,472$3.98M0.58%-49613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC42,475$3.89M0.03%+18,25013F-HRTimeline
Ocean Park Asset Management, LLC42,475$3.89M0.22%+18,25013F-HR/ATimeline
Nilsine Partners, LLC37,822$3.81M0.3%new13F-HRTimeline
Geneos Wealth Management Inc.40,729$3.73M0.09%-13,12013F-HRTimeline
EFG International AGin group EFG International AG40,475$3.7M0.08%-24713F-HRTimelineGroup
Optivise Advisory Services LLC39,923$3.65M2.21%-57713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding38,953$3.57M+558Timeline
Midwest Professional Planners, LTD.38,939$3.56M0.84%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…37,797$3.46M0.29%+6,56513F-HRTimelineGroup
Sentinel Advisory Group, LLC37,719$3.45M1.68%13F-HRTimeline
B. Riley Wealth Advisors, Inc.37,851$3.37M0.22%-7,57813F-HRTimeline
Mariner, LLCin group Mariner, LLC36,719$3.36M<0.01%+21,76613F-HRTimelineGroup
Petix & Botte Co35,545$3.25M0.72%-39,66613F-HRTimeline
Galvin, Gaustad & Stein, LLC35,463$3.25M0.26%+31,86313F-HRTimeline
Mount Lucas Management LP34,764$3.18M1.17%+1,92613F-HRTimeline
Graetz Wealth LLC34,399$3.15M2.81%+5,52213F-HRTimeline
HF Advisory Group, LLC34,109$3.12M1.06%+1,04213F-HRTimeline
Waverly Advisors, LLC33,736$3.09M0.02%-1,06113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…33,653$3.08M0.01%-18013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS32,870$3.01M0.01%+58513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP33,406$3M<0.01%+1,54713F-HRTimelineGroup
CHESAPEAKE CAPITAL CORP /IL/31,997$2.93M2.11%+13,62613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC31,997$2.92M0.01%+13,62613F-HRTimelineGroup
Focus Financial Network, Inc.31,555$2.89M0.1%-1,82013F-HRTimeline
Ausdal Financial Partners, Inc.30,995$2.84M0.13%+7,92613F-HRTimeline
Emissary Wealth LLC30,864$2.82M2.65%+3,26813F-HRTimeline
Sanctuary Advisors, LLC30,821$2.82M0.02%+45713F-HRTimeline
Thrive Capital Management, LLC30,655$2.81M0.61%+3,17913F-HRTimeline
Aletheian Wealth Advisors LLC30,377$2.78M1.36%13F-HRTimeline
Confluence Wealth Services, Inc.30,356$2.78M0.11%+1,40213F-HRTimeline
Powell Investment Advisors, LLC30,227$2.77M0.95%-43513F-HRTimeline
Hudson Portfolio Management LLC29,642$2.71M2.29%+1,46513F-HRTimeline
Kingsbury Capital Investment Advisors L…29,472$2.7M2.53%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,145$2.69M0.02%+4,36813F-HRTimelineGroup
Dorsey Wright & Associates29,291$2.68M0.33%+25,13013F-HRTimeline
FOCUS Wealth Advisors, LLC29,071$2.66M1.3%-1,42813F-HRTimeline
TD Asset Management Inc27,800$2.54M<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,049$2.48M0.12%+13,50113F-HRTimeline
SYKON CAPITAL LLC26,563$2.43M0.81%-1,63213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,192$2.4M0.06%+51613F-HRTimelineGroup
Sowell Financial Services LLC25,804$2.36M0.09%-1,22713F-HRTimeline
Stirlingshire Investments, Inc.25,179$2.3M2.02%+21,23713F-HRTimeline
BLAIR WILLIAM & CO/IL24,004$2.2M0.01%-25,54813F-HRTimeline
Disciplined Investments, LLC23,991$2.2M0.79%-4213F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC23,946$2.19M0.03%+1,19213F-HRTimelineGroup
Talon Private Wealth, LLC23,912$2.19M0.29%13F-HRTimeline
Private Advisory Group LLC23,556$2.16M0.15%-12013F-HRTimeline
Everstar Asset Management, LLC23,380$2.14M1.14%-1,10013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC23,223$2.13M0.89%-32213F-HRTimeline
Yorktown Management & Research Co Inc23,000$2.1M1.76%-4,00013F-HRTimeline
TRUE Private Wealth Advisors22,770$2.08M0.2%-5,19013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP22,651$2.07M<0.01%+63013F-HRTimelineGroup
DV Trading LLC22,265$2.04M0.19%new13F-HRTimeline
MAI Capital Management22,040$2.02M0.01%-87013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management21,942$2.01M0.02%+1,37713F-HRTimelineGroup
Montecito Bank & Trust21,846$2M0.33%-35513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP21,929$2M<0.01%-3,01813F-HRTimelineGroup
O'ROURKE & COMPANY, Inc21,784$1.99M0.79%-42813F-HRTimeline
NVWM, LLC21,325$1.95M0.43%+18,50413F-HRTimeline
BURNS J W & CO INC/NY21,243$1.94M0.22%+1,55913F-HRTimeline
Atria Investments, Inc21,239$1.94M0.02%-2,09913F-HRTimeline
SkyOak Wealth, LLC20,756$1.9M0.35%-7513F-HRTimeline
Florin Court Capital LLP20,195$1.85M6.97%-23,70013F-HRTimeline
EP Wealth Advisors, LLC20,051$1.84M0.01%+45113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth20,919$1.83M<0.01%+1,12413F-HRTimelineGroup
PRELUDE CAPITAL MANAGEMENT, LLC19,940$1.82M0.14%new13F-HRTimeline
Advisory Alpha, LLC19,918$1.82M0.05%-53413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP19,867$1.82M<0.01%new13F-HRTimelineGroup
ROSENBLUM SILVERMAN SUTTON S F INC /CA19,688$1.8M0.47%-10013F-HRTimeline
Strategic Financial Partners, Ltd.19,280$1.76M0.76%+11,51313F-HRTimeline
CVA Family Office, LLC19,210$1.76M0.19%-4513F-HRTimeline
CAPITAL CITY TRUST CO/FL19,035$1.74M0.4%013F-HRTimeline
Octavia Wealth Advisors, LLC18,982$1.74M0.17%-2,11213F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …18,743$1.72M0.13%013F-HRTimeline
Clear Creek Financial Management, LLC18,498$1.69M0.13%+1,13213F-HRTimeline
MGO ONE SEVEN LLC17,991$1.65M0.03%-19513F-HRTimeline
Manske Wealth Management17,546$1.61M0.45%-15613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,507$1.6M0.04%-13013F-HR/ATimeline
Independent Advisor Alliance17,271$1.58M0.02%new13F-HRTimeline
New England Private Wealth Advisors LLC17,256$1.58M0.18%+14913F-HRTimeline
Ignite Planners, LLC17,114$1.57M0.24%+80813F-HRTimeline
HighPoint Advisor Group LLC17,126$1.57M0.07%-12713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC16,964$1.55M0.56%+37013F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC16,515$1.54M0.03%-1,30013F-HRTimeline
ARK & TLK INVESTMENTS, LLC16,480$1.51M0.41%013F-HRTimeline
World Investment Advisors15,978$1.46M0.02%-45,40713F-HRTimeline
Farrell Financial LLC15,638$1.43M0.86%+32413F-HRTimeline
J.W. COLE ADVISORS, INC.15,580$1.43M0.05%-19,81813F-HRTimeline
Oakmont Advisory Group, LLC15,458$1.41M1.44%+1,86013F-HRTimeline
VestGen Advisors, LLC13,482$1.41M0.04%+11,20513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …15,352$1.41M0.08%-40413F-HRTimeline
NewEdge Advisors, LLC15,272$1.4M0.01%-76,01413F-HR/ATimeline
FMR LLCin group FMR LLC14,841$1.36M<0.01%+1,61913F-HRTimelineGroup
Simplicity Wealth,LLC14,660$1.34M0.08%+3413F-HRTimeline
LFA - Lugano Financial Advisors SA14,651$1.34M0.68%013F-HRTimeline
CALTON & ASSOCIATES, INC.14,499$1.33M0.19%-1,75313F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC14,298$1.31M1.04%-51013F-HRTimeline
Curi Capital, LLC14,272$1.31M0.02%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…14,111$1.29M<0.01%-16,56513F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC13,800$1.26M0.26%+24113F-HRTimeline
Investment Management Trust, LLC13,620$1.25M1.21%13F-HRTimeline
Investors Research Corp13,540$1.24M0.24%-7413F-HRTimeline
D.A. DAVIDSON & CO.13,495$1.24M0.01%+6,14513F-HRTimeline
Vestmark Advisory Solutions, Inc.13,224$1.21M0.01%-113F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,224$1.21M0.03%-113F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…13,157$1.2M0.36%-77713F-HRTimeline
&PARTNERS13,064$1.2M0.01%-6,30113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,037$1.19M<0.01%-3,72913F-HRTimeline
AE Wealth Management LLC12,678$1.16M0.01%-4,29013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC12,652$1.16M0.94%-1,30913F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,503$1.14M0.01%+7813F-HRTimelineGroup
Nabity-Jensen Investment Management Inc12,488$1.14M0.79%013F-HRTimeline
Patten Group, Inc.12,424$1.14M0.2%-1613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC12,200$1.12M<0.01%new13F-HRTimeline