Institutional Ownership Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB). We have compiled data on the 531 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,621,065
shares
|
$221 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
2,405,004
shares
|
$203 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Howard Capital Management Inc.
|
Aug 01, 2025 Q2 2025 |
2,323,907
shares
|
$196 Million
2.46% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,621,725
shares
|
$137 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
1,557,744
shares
|
$132 Million
0.23% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,415,291
shares
|
$120 Million
0.04% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,329,231
shares
|
$112 Million
0.02% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,131,346
shares
|
$95.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
1,086,000
shares
|
$91.8 Million
33.82% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
778,157
shares
|
$65.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
719,508
shares
|
$60.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
655,027
shares
|
$55.3 Million
0.04% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
605,123
shares
|
$51.1 Million
0.5% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
489,216
shares
|
$41.3 Million
0.4% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
461,193
shares
|
$39 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.5%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
457,205
shares
|
$38.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
455,607
shares
|
$38.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 66.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
436,381
shares
|
$36.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
421,622
shares
|
$35.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.84%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
410,452
shares
|
$34.7 Million
18.91% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
377,342
shares
|
$31.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
362,992
shares
|
$30.7 Million
0.01% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
301,780
shares
|
$25.5 Million
0.01% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
287,362
shares
|
$24.3 Million
0.07% of portfolio
|
Q2 2025
Added 8.1%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
258,653
shares
|
$21.9 Million
11.79% of portfolio
|
Q3 2023
Added 2.53%
|