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 |
|---|---|---|---|---|---|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
2,726
shares
|
$230,319
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,712
shares
|
$229,136
0.0% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
2,669
shares
|
$225,503
0.0% of portfolio
|
Q2 2025
Reduced 74.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,663
shares
|
$224,996
0.01% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
2,651
shares
|
$223,982
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,639
shares
|
$222,969
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
2,629
shares
|
$222,124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
2,610
shares
|
$220,518
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
2,577
shares
|
$217,730
0.04% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Wells Financial Advisors Inc
|
Jul 25, 2025 Q2 2025 |
2,570
shares
|
$217,139
0.3% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
2,534
shares
|
$214,097
0.02% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
2,529
shares
|
$213,675
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
2,500
shares
|
$211,225
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,488
shares
|
$210,211
0.07% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,480
shares
|
$209,535
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,478
shares
|
$209,366
0.05% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
2,462
shares
|
$208,014
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,410
shares
|
$203,620
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Granite Fo LLC
Bedford, NH |
Aug 14, 2025 Q2 2025 |
2,278
shares
|
$192,468
0.11% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,187
shares
|
$184,779
0.06% of portfolio
|
Q4 2022
Reduced 31.03%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
2,143
shares
|
$181,062
0.01% of portfolio
|
Q2 2025
Added 73.66%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,098
shares
|
$177,260
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$168,980
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,800
shares
|
$152,082
0.01% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
1,697
shares
|
$143,379
0.07% of portfolio
|
Q1 2025
New holding
|