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 526 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $2.79 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
|
$761,005
0.4% of portfolio
|
Q1 2022
Reduced 1.04%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
9,523
shares
|
$759,649
0.04% of portfolio
|
Q1 2025
Added 4.38%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
May 08, 2025 Q1 2025 |
9,500
shares
|
$757,815
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
9,357
shares
|
$746,407
0.04% of portfolio
|
Q1 2025
Reduced 59.26%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
9,342
shares
|
$745,211
0.04% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
9,283
shares
|
$740,504
0.01% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
9,219
shares
|
$735,399
0.16% of portfolio
|
Q4 2024
Reduced 47.32%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
9,104
shares
|
$726,226
1.78% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
9,100
shares
|
$725,907
0.0% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
8,975
shares
|
$715,935
0.01% of portfolio
|
Q1 2025
Reduced 78.65%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,883
shares
|
$708,596
0.18% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
8,818
shares
|
$703,411
0.0% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
8,792
shares
|
$701,337
0.08% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
8,742
shares
|
$697,349
0.17% of portfolio
|
Q1 2025
Reduced 10.71%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
8,728
shares
|
$696,232
0.12% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
8,628
shares
|
$688,255
0.32% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
8,563
shares
|
$683,070
0.02% of portfolio
|
Q1 2025
Added 38822.73%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
8,383
shares
|
$668,711
0.05% of portfolio
|
Q1 2025
Reduced 83.67%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
8,000
shares
|
$638,160
0.49% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Apr 22, 2025 Q1 2025 |
7,869
shares
|
$627,710
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Apr 22, 2025 Q1 2025 |
7,828
shares
|
$624,439
0.48% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
7,769
shares
|
$619,733
0.22% of portfolio
|
Q1 2025
Reduced 17.32%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,695
shares
|
$613,830
0.3% of portfolio
|
Q1 2024
Added 131.08%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
7,645
shares
|
$609,841
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
7,368
shares
|
$587,745
0.26% of portfolio
|
Q4 2024
New holding
|