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 |
|---|---|---|---|---|---|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
2,881
shares
|
$266,319
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Jul 29, 2025 Q2 2025 |
2,873
shares
|
$265,580
0.08% of portfolio
|
Q2 2025
Reduced 18.03%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,842
shares
|
$262,714
0.01% of portfolio
|
Q1 2025
Added 114.81%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 09, 2025 Q3 2025 |
2,831
shares
|
$261,697
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
2,810
shares
|
$259,756
0.0% of portfolio
|
Q2 2025
Added 55.25%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
2,806
shares
|
$259,386
0.01% of portfolio
|
Q2 2025
Reduced 10.47%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
2,772
shares
|
$256,243
0.06% of portfolio
|
Q3 2025
Added 4.56%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
2,760
shares
|
$255,134
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,739
shares
|
$253,193
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
2,726
shares
|
$251,991
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,712
shares
|
$250,697
0.0% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,669
shares
|
$246,722
0.0% of portfolio
|
Q2 2025
Reduced 74.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,663
shares
|
$246,167
0.01% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
2,656
shares
|
$245,520
0.11% of portfolio
|
Q3 2025
Reduced 14.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,629
shares
|
$243,024
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,610
shares
|
$241,268
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2,577
shares
|
$238,217
0.04% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
2,570
shares
|
$237,570
0.32% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,562
shares
|
$236,831
0.05% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,534
shares
|
$234,242
0.02% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,529
shares
|
$233,780
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
2,527
shares
|
$233,595
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
2,500
shares
|
$231,100
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,488
shares
|
$229,990
0.07% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,480
shares
|
$229,251
0.09% of portfolio
|
Q2 2025
New holding
|