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 |
|---|---|---|---|---|---|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,498
shares
|
$354,892
0.13% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
4,465
shares
|
$352,288
0.01% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Nov 06, 2024 Q3 2024 |
4,460
shares
|
$351,894
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
4,426
shares
|
$349,211
0.04% of portfolio
|
Q3 2024
Reduced 21.27%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
4,375
shares
|
$345,187
0.0% of portfolio
|
Q2 2024
Added 14.38%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,334
shares
|
$341,952
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
4,330
shares
|
$341,637
0.23% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,255
shares
|
$335,719
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,211
shares
|
$332,247
0.01% of portfolio
|
Q3 2024
Reduced 11.31%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,209
shares
|
$332,090
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,187
shares
|
$330,354
0.0% of portfolio
|
Q3 2024
Added 30.31%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Oct 11, 2024 Q3 2024 |
4,178
shares
|
$329,644
0.02% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
4,169
shares
|
$328,934
0.04% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,110
shares
|
$324,279
0.01% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
4,109
shares
|
$324,200
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
4,106
shares
|
$323,963
0.0% of portfolio
|
Q3 2024
Reduced 69.19%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
4,028
shares
|
$317,809
0.13% of portfolio
|
Q1 2024
Added 434.93%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,024
shares
|
$317,493
0.01% of portfolio
|
Q2 2024
Reduced 16.32%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
4,000
shares
|
$315,600
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
4,000
shares
|
$315,600
0.15% of portfolio
|
Q2 2022
Reduced 20.1%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$315,600
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
4,000
shares
|
$315,600
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,919
shares
|
$309,209
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,912
shares
|
$308,656
0.02% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,902
shares
|
$307,867
0.01% of portfolio
|
Q2 2024
Reduced 11.82%
|