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 |
|---|---|---|---|---|---|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,952
shares
|
$235,481
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
2,932
shares
|
$233,885
0.07% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
2,923
shares
|
$233,167
0.07% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,842
shares
|
$226,706
0.01% of portfolio
|
Q1 2025
Added 114.81%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,827
shares
|
$225,509
0.06% of portfolio
|
Q1 2025
Reduced 33.87%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
2,779
shares
|
$221,680
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
2,760
shares
|
$220,165
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,698
shares
|
$215,219
0.02% of portfolio
|
Q1 2025
Reduced 83.32%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,673
shares
|
$213,225
0.02% of portfolio
|
Q1 2025
Added 5.49%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
2,667
shares
|
$212,746
0.06% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
2,639
shares
|
$210,513
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
2,629
shares
|
$209,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
2,577
shares
|
$205,567
0.04% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
2,570
shares
|
$205,008
0.28% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,500
shares
|
$199,425
0.02% of portfolio
|
Q1 2025
Added 124900.0%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,488
shares
|
$198,467
0.07% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
2,415
shares
|
$192,644
0.01% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
2,400
shares
|
$191,448
0.0% of portfolio
|
Q1 2024
Reduced 73.08%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
May 01, 2025 Q1 2025 |
2,372
shares
|
$189,214
0.13% of portfolio
|
Q1 2025
Reduced 66.96%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,343
shares
|
$186,901
0.0% of portfolio
|
Q1 2025
Added 156.35%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,187
shares
|
$174,456
0.06% of portfolio
|
Q4 2022
Reduced 31.03%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
2,128
shares
|
$169,750
0.06% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,000
shares
|
$159,540
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
1,810
shares
|
$144,383
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
1,800
shares
|
$143,586
0.01% of portfolio
|
Q4 2023
Reduced 9.0%
|