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 |
|---|---|---|---|---|---|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
2,478
shares
|
$229,066
0.05% of portfolio
|
Q2 2025
Reduced 7.09%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
2,462
shares
|
$227,587
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,410
shares
|
$222,780
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,342
shares
|
$216,494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,317
shares
|
$214,183
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
2,278
shares
|
$210,578
0.11% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,187
shares
|
$202,166
0.06% of portfolio
|
Q4 2022
Reduced 31.03%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
2,098
shares
|
$193,939
0.06% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
1,800
shares
|
$166,392
0.01% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Jul 31, 2025 Q2 2025 |
1,697
shares
|
$156,870
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,662
shares
|
$153,635
0.0% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,529
shares
|
$141,340
0.05% of portfolio
|
Q2 2025
Added 11.04%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,513
shares
|
$139,861
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,500
shares
|
$138,660
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
1,500
shares
|
$138,660
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
1,500
shares
|
$138,660
0.0% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,500
shares
|
$138,660
0.03% of portfolio
|
Q3 2019
Added 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,468
shares
|
$135,701
0.01% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
1,427
shares
|
$131,911
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,401
shares
|
$129,508
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,381
shares
|
$127,659
0.0% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
1,380
shares
|
$127,567
0.03% of portfolio
|
Q2 2025
Reduced 51.19%
|
|
|
Tompkins Financial Corp
|
Oct 08, 2025 Q3 2025 |
1,308
shares
|
$120,911
0.01% of portfolio
|
Q2 2022
Reduced 6.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
1,300
shares
|
$120,172
0.01% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
1,253
shares
|
$115,827
0.01% of portfolio
|
Q2 2025
New holding
|