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 559 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
6,835
shares
|
$525,816
0.11% of portfolio
|
Q1 2024
Added 57.67%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
6,617
shares
|
$509,045
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,610
shares
|
$508,507
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
6,544
shares
|
$503,429
0.34% of portfolio
|
Q3 2023
Added 60.87%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
6,535
shares
|
$502,737
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
6,511
shares
|
$500,891
0.06% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,405
shares
|
$492,736
0.04% of portfolio
|
Q4 2022
Reduced 18.04%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
6,388
shares
|
$491,428
0.01% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,265
shares
|
$481,966
0.05% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,112
shares
|
$470,196
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
6,079
shares
|
$467,657
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
6,040
shares
|
$464,657
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Feb 06, 2025 Q4 2024 |
6,033
shares
|
$464,118
0.16% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
6,007
shares
|
$462,118
0.0% of portfolio
|
Q3 2022
Reduced 49.16%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
5,907
shares
|
$454,425
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jan 24, 2025 Q4 2024 |
5,876
shares
|
$452,040
0.25% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
5,699
shares
|
$438,424
0.04% of portfolio
|
Q1 2022
Added 9.28%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
5,678
shares
|
$436,808
0.13% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,677
shares
|
$436,731
0.05% of portfolio
|
Q3 2024
Added 37.82%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
5,588
shares
|
$429,884
0.07% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
5,572
shares
|
$428,653
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
5,512
shares
|
$424,038
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
5,507
shares
|
$423,653
0.19% of portfolio
|
Q4 2024
Reduced 5.08%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
5,501
shares
|
$423,191
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,479
shares
|
$421,499
0.03% of portfolio
|
Q4 2023
Reduced 13.29%
|