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 |
|---|---|---|---|---|---|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,695
shares
|
$650,150
0.3% of portfolio
|
Q1 2024
Added 131.08%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
7,645
shares
|
$645,926
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
7,592
shares
|
$641,448
0.3% of portfolio
|
Q2 2025
Reduced 59.08%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
7,505
shares
|
$634,097
0.04% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
7,389
shares
|
$624,296
0.03% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
7,300
shares
|
$616,777
0.0% of portfolio
|
Q1 2025
Reduced 38.78%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
7,235
shares
|
$611,285
0.2% of portfolio
|
Q2 2025
Reduced 6.87%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
7,135
shares
|
$602,836
0.0% of portfolio
|
Q2 2025
Reduced 29.03%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,064
shares
|
$596,837
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,990
shares
|
$590,585
0.03% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
6,981
shares
|
$589,824
0.0% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,907
shares
|
$583,572
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
6,835
shares
|
$577,489
0.09% of portfolio
|
Q1 2024
Added 57.67%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
6,811
shares
|
$575,461
0.13% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,610
shares
|
$558,478
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,567
shares
|
$554,845
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
6,562
shares
|
$554,423
0.12% of portfolio
|
Q2 2025
Reduced 24.94%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
6,535
shares
|
$552,142
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,405
shares
|
$541,158
0.04% of portfolio
|
Q4 2022
Reduced 18.04%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,272
shares
|
$529,921
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
6,255
shares
|
$528,484
0.33% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,112
shares
|
$516,402
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
|
$510,235
0.39% of portfolio
|
Q1 2025
Added 52.54%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,039
shares
|
$510,235
0.01% of portfolio
|
Q2 2025
Reduced 32.71%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
6,007
shares
|
$507,531
0.0% of portfolio
|
Q3 2022
Reduced 49.16%
|