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 |
|---|---|---|---|---|---|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
4,848
shares
|
$448,149
0.04% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,799
shares
|
$443,619
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
4,728
shares
|
$437,056
0.16% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
4,713
shares
|
$435,669
0.38% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
4,700
shares
|
$434,468
0.12% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
4,612
shares
|
$426,333
0.1% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,596
shares
|
$424,854
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,521
shares
|
$417,921
0.03% of portfolio
|
Q2 2025
Added 27.57%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
4,410
shares
|
$407,660
0.33% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
4,361
shares
|
$403,130
0.0% of portfolio
|
Q4 2024
Reduced 26.59%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,347
shares
|
$401,836
0.01% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,299
shares
|
$397,399
0.11% of portfolio
|
Q2 2025
Reduced 32.14%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,273
shares
|
$394,996
0.19% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
4,209
shares
|
$389,079
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,126
shares
|
$381,407
0.0% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,068
shares
|
$376,045
0.19% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,044
shares
|
$373,827
0.15% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
4,030
shares
|
$372,533
0.01% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,030
shares
|
$372,533
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,025
shares
|
$372,071
0.0% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
4,012
shares
|
$370,869
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,008
shares
|
$370,499
0.02% of portfolio
|
Q1 2025
Reduced 61.77%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
4,000
shares
|
$369,760
0.13% of portfolio
|
Q2 2022
Reduced 20.1%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$369,760
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,000
shares
|
$369,760
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|