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Disclosery

CWB SPDR SERIES TRUST

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BBG CONV SEC ETF (fund)

Filings received so far for Q3 2026: 33 13F filers report a position in CWB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Paladin Partners, LLC90,673$9.17M5.65%+2,25913F-HRTimeline
Baron Financial Group, LLC71,101$7.19M3.5%-47513F-HRTimeline
David J Yvars Group69,141$7M3.22%+4,06413F-HRTimeline
HF Advisory Group, LLC36,344$3.68M1.1%+1,55313F-HRTimeline
Aletheian Wealth Advisors LLC35,612$3.6M1.45%+2,31613F-HRTimeline
Farther Finance Advisors, LLC23,116$2.34M0.02%+11,59313F-HRTimeline
Montecito Bank & Trust20,978$2.12M0.32%+2413F-HRTimeline
SCHAPER BENZ & WISE INVESTMENT COUNSEL …18,743$1.9M0.13%013F-HRTimeline
Worth Asset Management, LLC14,317$1.45M0.42%-2,76913F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC13,908$1.41M0.95%-32013F-HRTimeline
Insight Wealth Strategies, LLC11,566$1.17M0.12%+1613F-HRTimeline
Investors Research Corp11,546$1.17M0.21%-97013F-HRTimeline
Lee, Kelleher & Klein Wealth Management9,500$961K0.49%013F-HRTimeline
ROCKLAND TRUST CO9,090$920K0.04%013F-HRTimeline
Retireful, LLC7,531$762K0.66%+4,04813F-HRTimeline
RVW Wealth, LLC5,512$558K0.04%013F-HRTimeline
First Heartland Consultants, Inc.3,794$384K0.03%-5513F-HRTimeline
Galvin, Gaustad & Stein, LLC3,535$358K0.03%-45,74513F-HRTimeline
Breakwater Capital Group3,206$324K0.04%-413F-HRTimeline
CoreCap Advisors, LLC3,180$322K0.01%-27713F-HRTimeline
Avidian Wealth Enterprises, LLC2,319$235K0.01%-7,82213F-HRTimeline
GK Wealth Management LLC1,509$153K0.09%new13F-HRTimeline
EASTERN BANK1,500$152K<0.01%013F-HRTimeline
CX Institutional1,373$139K<0.01%-2013F-HRTimeline
Bullock Wealth Management Group949$95.9K0.04%+313F-HRTimeline
FIRST COMMUNITY TRUST NA813$82.3K0.03%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP658$66.6K<0.01%013F-HRTimelineGroup
AMERICAN NATIONAL BANK & TRUST645$65.3K0.01%013F-HRTimeline
Roxbury Financial LLC557$56.4K0.04%+113F-HRTimeline
Wealth Enhancement Trust Services, Inc.492$49.8K0.01%-37013F-HRTimeline
GAMMA Investing LLC221$22.4K<0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors116$11.8K0.01%013F-HRTimeline
Grove Bank & Trust49$4.96K<0.01%-15113F-HRTimeline