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 |
|---|---|---|---|---|---|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,932
shares
|
$332,214
0.02% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,919
shares
|
$331,116
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
3,906
shares
|
$330,017
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jul 31, 2025 Q2 2025 |
3,903
shares
|
$329,764
0.13% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,902
shares
|
$329,679
0.01% of portfolio
|
Q2 2024
Reduced 11.82%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,861
shares
|
$326,215
0.0% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,815
shares
|
$322,329
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
3,802
shares
|
$321,230
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,790
shares
|
$320,217
0.1% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,783
shares
|
$319,625
0.0% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,738
shares
|
$315,823
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
3,729
shares
|
$315,063
0.04% of portfolio
|
Q2 2025
Added 6.18%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
3,728
shares
|
$314,978
0.01% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,678
shares
|
$310,754
0.01% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,584
shares
|
$302,812
0.05% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Worth Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,542
shares
|
$299,263
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,523
shares
|
$297,658
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,510
shares
|
$296,559
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,446
shares
|
$291,152
0.01% of portfolio
|
Q2 2025
Reduced 9.84%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
3,416
shares
|
$288,617
0.02% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
3,409
shares
|
$288,026
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
3,370
shares
|
$284,731
0.15% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,339
shares
|
$282,112
0.03% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,320
shares
|
$280,506
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,284
shares
|
$277,465
0.01% of portfolio
|
Q2 2025
Reduced 0.18%
|