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 |
|---|---|---|---|---|---|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
7,936
shares
|
$733,603
0.07% of portfolio
|
Q2 2025
Reduced 9.74%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
7,900
shares
|
$730,276
0.5% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
7,896
shares
|
$729,906
0.08% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
7,758
shares
|
$717,149
0.53% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,695
shares
|
$711,325
0.3% of portfolio
|
Q1 2024
Added 131.08%
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
7,645
shares
|
$706,703
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Aug 06, 2025 Q2 2025 |
7,592
shares
|
$701,804
0.3% of portfolio
|
Q2 2025
Reduced 59.08%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
7,389
shares
|
$683,039
0.03% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,294
shares
|
$674,257
0.02% of portfolio
|
Q3 2025
Added 26.11%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,250
shares
|
$670,190
0.0% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,064
shares
|
$652,996
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
6,991
shares
|
$646,248
0.06% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
6,990
shares
|
$646,155
0.03% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
6,907
shares
|
$638,483
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
6,835
shares
|
$631,827
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
|
$629,608
0.13% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
6,768
shares
|
$625,633
0.2% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
6,660
shares
|
$615,650
0.13% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,610
shares
|
$611,028
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,567
shares
|
$607,053
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
6,535
shares
|
$604,095
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,518
shares
|
$602,523
0.0% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
6,465
shares
|
$597,624
0.04% of portfolio
|
Q3 2025
Reduced 13.86%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,405
shares
|
$592,078
0.04% of portfolio
|
Q4 2022
Reduced 18.04%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Oct 14, 2025 Q3 2025 |
6,382
shares
|
$589,952
0.29% of portfolio
|
Q3 2025
New holding
|