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 500 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
3,207
shares
|
$253,032
0.05% of portfolio
|
Q4 2022
Reduced 65.78%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
3,181
shares
|
$250,980
0.2% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,166
shares
|
$249,797
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
3,158
shares
|
$249,166
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,113
shares
|
$245,615
0.0% of portfolio
|
Q3 2024
Reduced 11.44%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,112
shares
|
$245,536
0.0% of portfolio
|
Q3 2023
Reduced 1.55%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,112
shares
|
$245,536
0.01% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
3,109
shares
|
$245,300
0.12% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
3,087
shares
|
$243,564
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,049
shares
|
$240,566
0.02% of portfolio
|
Q3 2024
Reduced 97.36%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
3,049
shares
|
$240,566
0.1% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
3,014
shares
|
$237,804
0.02% of portfolio
|
Q3 2024
Added 1704.79%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,996
shares
|
$236,384
0.0% of portfolio
|
Q3 2024
Reduced 5.04%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
2,984
shares
|
$235,437
0.03% of portfolio
|
Q1 2023
Reduced 7.44%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
2,914
shares
|
$229,914
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
2,900
shares
|
$228,810
0.07% of portfolio
|
Q3 2024
Added 27.47%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,896
shares
|
$228,494
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
West Wealth Group, LLC
|
Oct 23, 2024 Q3 2024 |
2,861
shares
|
$225,732
0.07% of portfolio
|
Q3 2024
Reduced 18.09%
|
|
|
Wells Financial Advisors Inc
|
Nov 13, 2024 Q3 2024 |
2,845
shares
|
$224,470
0.3% of portfolio
|
Q3 2024
Added 10.7%
|
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Oct 31, 2024 Q3 2024 |
2,822
shares
|
$222,655
0.11% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
2,784
shares
|
$219,657
0.05% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
2,765
shares
|
$218,158
0.07% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
2,760
shares
|
$217,764
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
2,673
shares
|
$210,899
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
2,646
shares
|
$208,769
0.02% of portfolio
|
Q3 2024
New holding
|