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 |
|---|---|---|---|---|---|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
3,416
shares
|
$315,775
0.02% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
3,409
shares
|
$315,127
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
3,409
shares
|
$315,127
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
3,370
shares
|
$311,522
0.15% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,345
shares
|
$309,211
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,320
shares
|
$306,900
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
3,277
shares
|
$302,925
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,268
shares
|
$302,093
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Worth Asset Management, LLC
|
Oct 17, 2025 Q3 2025 |
3,267
shares
|
$302,001
0.15% of portfolio
|
Q3 2025
Reduced 7.76%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
3,255
shares
|
$300,892
0.06% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,250
shares
|
$300,430
0.02% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
3,225
shares
|
$298,119
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
3,225
shares
|
$298,119
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
3,220
shares
|
$297,656
0.2% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
3,207
shares
|
$296,455
0.04% of portfolio
|
Q4 2022
Reduced 65.78%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
3,158
shares
|
$291,925
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,145
shares
|
$290,723
0.19% of portfolio
|
Q2 2025
Reduced 19.26%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,121
shares
|
$288,505
0.04% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,117
shares
|
$288,135
0.14% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,112
shares
|
$287,673
0.0% of portfolio
|
Q3 2023
Reduced 1.55%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
3,108
shares
|
$287,303
0.02% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
2,984
shares
|
$275,840
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,949
shares
|
$272,605
0.0% of portfolio
|
Q2 2025
Reduced 46.39%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
2,940
shares
|
$271,773
0.07% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
2,922
shares
|
$270,109
0.0% of portfolio
|
Q2 2025
New holding
|