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 540 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 $3.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
9,900
shares
|
$915,156
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,861
shares
|
$911,550
0.0% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
9,779
shares
|
$903,970
0.14% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
9,573
shares
|
$884,928
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,540
shares
|
$881,877
0.4% of portfolio
|
Q1 2022
Reduced 1.04%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Oct 23, 2025 Q3 2025 |
9,500
shares
|
$878,180
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
9,417
shares
|
$870,507
0.1% of portfolio
|
Q2 2025
Added 138.41%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
9,378
shares
|
$866,902
0.16% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
9,295
shares
|
$859,229
0.04% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,220
shares
|
$852,296
0.0% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
9,120
shares
|
$843,052
0.13% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
8,965
shares
|
$828,724
0.14% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
8,950
shares
|
$827,338
0.04% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
8,933
shares
|
$825,766
0.01% of portfolio
|
Q2 2025
Reduced 3.77%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Jul 29, 2025 Q2 2025 |
8,929
shares
|
$825,396
1.77% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,883
shares
|
$821,144
0.18% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,809
shares
|
$814,303
0.01% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
8,798
shares
|
$813,287
0.0% of portfolio
|
Q2 2025
Reduced 7.9%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
8,746
shares
|
$808,480
0.01% of portfolio
|
Q2 2025
Reduced 29.2%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
8,628
shares
|
$797,572
0.33% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
8,562
shares
|
$791,471
0.0% of portfolio
|
Q2 2025
Reduced 63.24%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
8,359
shares
|
$772,705
0.01% of portfolio
|
Q2 2025
Reduced 91.26%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
8,254
shares
|
$762,999
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
8,100
shares
|
$748,764
0.0% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
8,098
shares
|
$748,579
0.01% of portfolio
|
Q2 2025
Added 160.47%
|