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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
6,272
shares
|
$579,783
0.05% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
6,255
shares
|
$578,212
0.33% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,112
shares
|
$564,993
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
6,039
shares
|
$558,245
0.01% of portfolio
|
Q2 2025
Reduced 32.71%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
6,039
shares
|
$558,245
0.34% of portfolio
|
Q1 2025
Added 52.54%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
6,007
shares
|
$555,287
0.0% of portfolio
|
Q3 2022
Reduced 49.16%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 30, 2025 Q2 2025 |
5,806
shares
|
$536,706
0.24% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
5,730
shares
|
$529,681
0.14% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,597
shares
|
$517,386
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
5,512
shares
|
$509,529
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
5,501
shares
|
$508,512
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
5,493
shares
|
$507,772
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,479
shares
|
$506,478
0.03% of portfolio
|
Q4 2023
Reduced 13.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
5,479
shares
|
$506,478
0.01% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
5,401
shares
|
$499,268
0.05% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
5,392
shares
|
$498,436
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
5,300
shares
|
$489,932
0.07% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
5,273
shares
|
$487,436
0.01% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,226
shares
|
$483,091
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
5,170
shares
|
$477,914
0.07% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
5,109
shares
|
$472,275
0.03% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
5,091
shares
|
$470,612
0.02% of portfolio
|
Q3 2025
Added 55.02%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
4,949
shares
|
$457,485
0.02% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
4,913
shares
|
$454,157
0.0% of portfolio
|
Q2 2025
Added 66.43%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,879
shares
|
$451,014
1.06% of portfolio
|
Q2 2022
New holding
|