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 |
|---|---|---|---|---|---|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
5,806
shares
|
$490,548
0.24% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
5,784
shares
|
$488,690
0.01% of portfolio
|
Q2 2025
Reduced 18.24%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
5,712
shares
|
$482,606
0.14% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,597
shares
|
$472,890
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
5,512
shares
|
$465,708
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
5,501
shares
|
$464,779
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,493
shares
|
$464,103
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
5,479
shares
|
$462,920
0.01% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,479
shares
|
$462,920
0.03% of portfolio
|
Q4 2023
Reduced 13.29%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
5,401
shares
|
$456,330
0.05% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
5,300
shares
|
$447,797
0.07% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
5,273
shares
|
$445,515
0.01% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,226
shares
|
$441,544
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,182
shares
|
$437,827
0.04% of portfolio
|
Q2 2025
Added 45.32%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
5,170
shares
|
$436,813
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
5,109
shares
|
$431,659
0.03% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,949
shares
|
$418,141
0.02% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,913
shares
|
$415,099
0.0% of portfolio
|
Q2 2025
Added 66.43%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,879
shares
|
$412,226
1.06% of portfolio
|
Q2 2022
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
4,848
shares
|
$409,607
0.04% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,799
shares
|
$405,467
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
4,728
shares
|
$399,468
0.16% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
4,713
shares
|
$398,201
0.11% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
4,713
shares
|
$398,201
0.38% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
4,700
shares
|
$397,103
0.12% of portfolio
|
Q1 2024
Reduced 4.08%
|