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 |
|---|---|---|---|---|---|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
4,000
shares
|
$369,760
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
3,961
shares
|
$366,154
0.02% of portfolio
|
Q2 2025
Added 46.81%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
3,932
shares
|
$363,474
0.02% of portfolio
|
Q2 2025
Reduced 3.93%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,919
shares
|
$362,272
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,903
shares
|
$360,793
0.14% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,902
shares
|
$360,700
0.01% of portfolio
|
Q2 2024
Reduced 11.82%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
3,894
shares
|
$359,961
0.03% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,892
shares
|
$359,776
0.27% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,861
shares
|
$356,910
0.0% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
3,845
shares
|
$355,431
0.01% of portfolio
|
Q3 2025
Reduced 6.36%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
3,815
shares
|
$352,658
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
3,802
shares
|
$351,456
0.0% of portfolio
|
Q2 2025
Reduced 3.28%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,790
shares
|
$350,347
0.1% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,783
shares
|
$349,700
0.0% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
3,738
shares
|
$345,540
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
3,728
shares
|
$344,616
0.01% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
3,715
shares
|
$343,414
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,678
shares
|
$339,994
0.01% of portfolio
|
Q2 2025
Reduced 19.66%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,652
shares
|
$337,590
0.04% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
3,643
shares
|
$336,758
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,584
shares
|
$331,304
0.05% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
3,523
shares
|
$325,666
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
3,510
shares
|
$324,464
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,448
shares
|
$318,733
0.0% of portfolio
|
Q3 2025
Added 30.66%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
3,446
shares
|
$318,548
0.01% of portfolio
|
Q2 2025
Reduced 9.84%
|