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 |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,980
shares
|
$550,722
0.01% of portfolio
|
Q3 2024
Reduced 21.96%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
6,920
shares
|
$545,988
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
6,902
shares
|
$544,567
0.27% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
6,835
shares
|
$539,281
0.11% of portfolio
|
Q1 2024
Added 57.67%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
6,828
shares
|
$538,729
0.0% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
6,809
shares
|
$537,230
0.13% of portfolio
|
Q2 2024
Added 0.55%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,647
shares
|
$524,448
0.02% of portfolio
|
Q3 2024
Added 86.03%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
6,645
shares
|
$524,290
0.01% of portfolio
|
Q3 2023
Reduced 4.11%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,610
shares
|
$521,529
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,544
shares
|
$516,321
0.4% of portfolio
|
Q3 2023
Added 60.87%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
6,535
shares
|
$515,611
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
6,511
shares
|
$513,717
0.05% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
6,448
shares
|
$508,747
0.01% of portfolio
|
Q3 2024
Reduced 97.59%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,405
shares
|
$505,354
0.04% of portfolio
|
Q4 2022
Reduced 18.04%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
6,258
shares
|
$493,756
0.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
6,187
shares
|
$488,154
0.01% of portfolio
|
Q3 2024
Added 63.2%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,110
shares
|
$482,079
0.01% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
6,007
shares
|
$473,952
0.0% of portfolio
|
Q3 2022
Reduced 49.16%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,941
shares
|
$468,744
0.0% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,875
shares
|
$463,537
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
5,832
shares
|
$460,144
0.24% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
5,802
shares
|
$457,777
0.2% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
5,699
shares
|
$449,651
0.04% of portfolio
|
Q1 2022
Added 9.28%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,677
shares
|
$447,915
0.05% of portfolio
|
Q3 2024
Added 37.82%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
5,646
shares
|
$445,469
0.14% of portfolio
|
Q3 2024
Reduced 7.87%
|