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 526 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 $2.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacific Capital Wealth Advisors, Inc
|
Apr 17, 2025 Q1 2025 |
3,434
shares
|
$273,930
0.05% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,430
shares
|
$273,611
0.01% of portfolio
|
Q1 2025
Reduced 14.27%
|
|
|
Oxinas Partners Wealth Management LLC
|
Apr 11, 2025 Q1 2025 |
3,426
shares
|
$273,292
0.16% of portfolio
|
Q1 2025
Reduced 93.11%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
3,416
shares
|
$272,494
0.02% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
3,390
shares
|
$270,420
0.07% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,370
shares
|
$268,824
0.16% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,320
shares
|
$264,836
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,290
shares
|
$262,443
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,284
shares
|
$261,964
0.01% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
3,276
shares
|
$261,326
0.02% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,267
shares
|
$260,608
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,232
shares
|
$257,816
0.1% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
3,230
shares
|
$257,657
0.04% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
3,225
shares
|
$257,258
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
3,207
shares
|
$255,822
0.05% of portfolio
|
Q4 2022
Reduced 65.78%
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
3,181
shares
|
$253,748
0.22% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
3,158
shares
|
$251,913
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,134
shares
|
$249,999
0.01% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,134
shares
|
$249,999
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,117
shares
|
$248,643
0.14% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,112
shares
|
$248,244
0.0% of portfolio
|
Q3 2023
Reduced 1.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,109
shares
|
$248,004
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
3,103
shares
|
$247,526
0.12% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
3,103
shares
|
$247,526
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
2,984
shares
|
$238,033
0.03% of portfolio
|
Q1 2025
New holding
|