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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,314
shares
|
$583,437
0.03% of portfolio
|
Q1 2025
Added 140.67%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
7,300
shares
|
$582,321
0.0% of portfolio
|
Q1 2025
Reduced 38.78%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
7,249
shares
|
$578,252
0.13% of portfolio
|
Q1 2025
Reduced 11.81%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
7,095
shares
|
$565,968
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,074
shares
|
$564,292
0.02% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,064
shares
|
$563,495
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
6,934
shares
|
$553,125
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
6,933
shares
|
$553,045
0.0% of portfolio
|
Q1 2025
Reduced 11.15%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,907
shares
|
$550,971
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
6,880
shares
|
$548,817
0.0% of portfolio
|
Q1 2025
Reduced 33.07%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
6,847
shares
|
$546,185
0.38% of portfolio
|
Q1 2025
Reduced 7.91%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
6,835
shares
|
$545,227
0.11% of portfolio
|
Q1 2024
Added 57.67%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
6,691
shares
|
$533,741
0.07% of portfolio
|
Q1 2025
Added 82.22%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
6,664
shares
|
$531,587
0.03% of portfolio
|
Q1 2025
Added 99.34%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,610
shares
|
$527,279
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
6,542
shares
|
$521,855
0.07% of portfolio
|
Q1 2025
Reduced 94.14%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
6,535
shares
|
$521,296
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,405
shares
|
$510,926
0.04% of portfolio
|
Q4 2022
Reduced 18.04%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
6,388
shares
|
$509,570
0.01% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Detalus Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
6,335
shares
|
$505,342
0.16% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
6,268
shares
|
$499,998
0.05% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,112
shares
|
$487,554
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
6,039
shares
|
$481,731
0.39% of portfolio
|
Q1 2025
Added 52.54%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
6,007
shares
|
$479,178
0.0% of portfolio
|
Q3 2022
Reduced 49.16%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
5,781
shares
|
$461,150
0.22% of portfolio
|
Q1 2025
Reduced 1.62%
|