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 500 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
9,533
shares
|
$752,153
0.04% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
9,366
shares
|
$738,977
0.18% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
9,329
shares
|
$736,058
0.03% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
9,289
shares
|
$732,902
0.0% of portfolio
|
Q3 2024
Added 141.65%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
9,168
shares
|
$723,355
0.0% of portfolio
|
Q3 2024
Added 92.2%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
9,150
shares
|
$721,935
0.05% of portfolio
|
Q2 2023
Reduced 14.08%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
9,146
shares
|
$721,619
0.03% of portfolio
|
Q3 2024
Reduced 65.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
8,855
shares
|
$698,659
0.0% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,693
shares
|
$685,877
0.0% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
8,690
shares
|
$685,641
0.37% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
8,689
shares
|
$685,562
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
8,644
shares
|
$682,011
0.12% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Bts Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
8,607
shares
|
$679,092
0.63% of portfolio
|
Q3 2024
Reduced 88.18%
|
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
8,559
shares
|
$675,305
0.26% of portfolio
|
Q3 2024
Added 22.39%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
8,344
shares
|
$658,341
0.12% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
8,273
shares
|
$652,739
0.11% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
8,261
shares
|
$651,792
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
8,057
shares
|
$635,697
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
8,000
shares
|
$631,200
0.49% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
7,743
shares
|
$610,922
0.44% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,695
shares
|
$607,135
0.3% of portfolio
|
Q1 2024
Added 131.08%
|
|
|
Dorsey Wright & Associates
|
Nov 15, 2024 Q3 2024 |
7,456
shares
|
$588,278
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,095
shares
|
$559,795
0.03% of portfolio
|
Q1 2024
Reduced 9.04%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
7,057
shares
|
$556,797
0.2% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,022
shares
|
$554,035
0.01% of portfolio
|
Q3 2024
Added 31.06%
|