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 |
|---|---|---|---|---|---|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
4,687
shares
|
$396,004
0.02% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
4,596
shares
|
$388,316
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
4,566
shares
|
$385,781
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,521
shares
|
$381,979
0.03% of portfolio
|
Q2 2025
Added 27.57%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Aug 04, 2025 Q2 2025 |
4,410
shares
|
$372,600
0.33% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
4,361
shares
|
$368,460
0.0% of portfolio
|
Q4 2024
Reduced 26.59%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
4,347
shares
|
$367,278
0.01% of portfolio
|
Q2 2025
Reduced 22.72%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,299
shares
|
$363,222
0.11% of portfolio
|
Q2 2025
Reduced 32.14%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,273
shares
|
$361,025
0.19% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,222
shares
|
$356,716
0.15% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
4,209
shares
|
$355,618
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,171
shares
|
$352,407
0.02% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
4,151
shares
|
$350,717
0.29% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,126
shares
|
$348,605
0.0% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,106
shares
|
$346,915
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Seldon Capital LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,068
shares
|
$343,705
0.19% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
4,030
shares
|
$340,494
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
4,025
shares
|
$340,072
0.0% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
4,012
shares
|
$338,973
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
4,008
shares
|
$338,635
0.02% of portfolio
|
Q1 2025
Reduced 61.77%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,000
shares
|
$337,960
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,000
shares
|
$337,960
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
4,000
shares
|
$337,960
0.13% of portfolio
|
Q2 2022
Reduced 20.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,000
shares
|
$337,960
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,961
shares
|
$334,664
0.02% of portfolio
|
Q2 2025
Added 46.81%
|