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 526 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 $2.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
4,000
shares
|
$319,080
0.13% of portfolio
|
Q2 2022
Reduced 20.1%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
3,950
shares
|
$315,091
0.04% of portfolio
|
Q1 2025
Reduced 57.56%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
3,931
shares
|
$313,575
0.0% of portfolio
|
Q1 2025
Reduced 22.19%
|
|
|
Capital Market Strategies LLC
|
Apr 04, 2025 Q1 2025 |
3,920
shares
|
$312,698
0.21% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,919
shares
|
$312,618
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
3,908
shares
|
$311,741
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
3,906
shares
|
$311,581
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
May 05, 2025 Q1 2025 |
3,903
shares
|
$311,342
0.12% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,902
shares
|
$311,262
0.01% of portfolio
|
Q2 2024
Reduced 11.82%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
3,895
shares
|
$310,704
0.19% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,825
shares
|
$305,120
0.0% of portfolio
|
Q1 2025
Reduced 12.57%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,822
shares
|
$304,880
0.01% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
3,815
shares
|
$304,322
0.0% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,790
shares
|
$302,328
0.1% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,783
shares
|
$301,769
0.0% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
3,749
shares
|
$299,057
0.0% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,702
shares
|
$295,308
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,586
shares
|
$286,055
0.0% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,584
shares
|
$285,895
0.05% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
3,566
shares
|
$284,459
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,544
shares
|
$282,704
0.02% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
3,522
shares
|
$280,949
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
3,512
shares
|
$280,152
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,510
shares
|
$279,992
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Apr 29, 2025 Q1 2025 |
3,505
shares
|
$279,593
0.1% of portfolio
|
Q1 2025
Reduced 3.34%
|