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 |
|---|---|---|---|---|---|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,277
shares
|
$276,873
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
3,268
shares
|
$276,113
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
3,255
shares
|
$275,014
0.06% of portfolio
|
Q2 2025
Reduced 3.98%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
3,254
shares
|
$274,930
0.02% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
3,225
shares
|
$272,480
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
3,225
shares
|
$272,480
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
3,220
shares
|
$272,057
0.2% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Jul 31, 2025 Q2 2025 |
3,207
shares
|
$270,959
0.04% of portfolio
|
Q4 2022
Reduced 65.78%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
3,158
shares
|
$266,819
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
3,145
shares
|
$265,721
0.19% of portfolio
|
Q2 2025
Reduced 19.26%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,121
shares
|
$263,693
0.04% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,117
shares
|
$263,355
0.14% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
3,112
shares
|
$262,932
0.12% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,112
shares
|
$262,932
0.0% of portfolio
|
Q3 2023
Reduced 1.55%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
2,984
shares
|
$252,118
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,949
shares
|
$249,161
0.0% of portfolio
|
Q2 2025
Reduced 46.39%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
2,932
shares
|
$247,724
0.07% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
2,922
shares
|
$246,879
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,881
shares
|
$243,415
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,877
shares
|
$243,077
0.09% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
2,873
shares
|
$242,739
0.08% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,842
shares
|
$240,120
0.01% of portfolio
|
Q1 2025
Added 114.81%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,810
shares
|
$237,416
0.0% of portfolio
|
Q2 2025
Added 55.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,806
shares
|
$237,078
0.01% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
2,760
shares
|
$233,192
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|