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 |
|---|---|---|---|---|---|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,540
shares
|
$806,034
0.4% of portfolio
|
Q1 2022
Reduced 1.04%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jul 14, 2025 Q2 2025 |
9,500
shares
|
$802,655
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Horst & Graben Wealth Management LLC
|
Jul 28, 2025 Q2 2025 |
9,456
shares
|
$798,937
0.14% of portfolio
|
Q2 2025
Reduced 20.4%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
9,417
shares
|
$795,642
0.1% of portfolio
|
Q2 2025
Added 138.41%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9,378
shares
|
$792,347
0.16% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
9,373
shares
|
$791,924
0.0% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
9,295
shares
|
$785,334
0.04% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
9,120
shares
|
$770,548
0.13% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
8,950
shares
|
$756,185
0.04% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
8,933
shares
|
$754,749
0.01% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
8,929
shares
|
$754,411
1.77% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,883
shares
|
$750,524
0.18% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
8,798
shares
|
$743,343
0.0% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
8,746
shares
|
$738,949
0.01% of portfolio
|
Q2 2025
Reduced 29.2%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
8,628
shares
|
$728,979
0.33% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
8,562
shares
|
$723,403
0.0% of portfolio
|
Q2 2025
Reduced 63.24%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
8,491
shares
|
$717,404
0.01% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
8,359
shares
|
$706,251
0.01% of portfolio
|
Q2 2025
Reduced 91.26%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
8,100
shares
|
$684,369
0.0% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,098
shares
|
$684,200
0.01% of portfolio
|
Q2 2025
Added 160.47%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
8,045
shares
|
$679,722
0.07% of portfolio
|
Q2 2025
Reduced 19.91%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,936
shares
|
$670,512
0.07% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
7,900
shares
|
$667,471
0.5% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
7,896
shares
|
$667,133
0.08% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Jul 24, 2025 Q2 2025 |
7,758
shares
|
$655,473
0.49% of portfolio
|
Q2 2025
Reduced 0.89%
|