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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,662
shares
|
$140,422
0.0% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,529
shares
|
$129,185
0.05% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,513
shares
|
$127,833
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,500
shares
|
$126,734
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,500
shares
|
$126,734
0.0% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,500
shares
|
$126,734
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,500
shares
|
$126,734
0.03% of portfolio
|
Q3 2019
Added 50.0%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,493
shares
|
$126,143
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,468
shares
|
$124,031
0.01% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,427
shares
|
$120,567
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,401
shares
|
$118,370
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,381
shares
|
$116,680
0.0% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,380
shares
|
$116,596
0.03% of portfolio
|
Q2 2025
Reduced 51.19%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
1,308
shares
|
$110,512
0.01% of portfolio
|
Q2 2022
Reduced 6.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,300
shares
|
$109,837
0.01% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,253
shares
|
$105,865
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,225
shares
|
$103,500
0.03% of portfolio
|
Q1 2025
Reduced 48.31%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,196
shares
|
$101,050
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Aug 13, 2025 Q2 2025 |
1,080
shares
|
$91,249
0.0% of portfolio
|
Q2 2025
Reduced 84.3%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,078
shares
|
$91,080
0.0% of portfolio
|
Q2 2025
Reduced 29.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,061
shares
|
$89,643
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,000
shares
|
$84,490
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$84,490
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
988
shares
|
$83,476
0.0% of portfolio
|
Q2 2025
Reduced 57.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
969
shares
|
$81,870
0.0% of portfolio
|
Q2 2025
Added 4.87%
|