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 500 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,308
shares
|
$103,201
0.01% of portfolio
|
Q2 2022
Reduced 6.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
1,300
shares
|
$102,570
0.01% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
1,259
shares
|
$99,335
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,211
shares
|
$95,547
0.0% of portfolio
|
Q1 2023
Added 121000.0%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
1,196
shares
|
$94,364
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
1,114
shares
|
$87,894
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
1,095
shares
|
$86,395
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
1,055
shares
|
$83,239
0.04% of portfolio
|
Q3 2024
Reduced 43.79%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
1,000
shares
|
$78,900
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
934
shares
|
$73,692
0.0% of portfolio
|
Q3 2024
Added 143.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
914
shares
|
$72,114
0.0% of portfolio
|
Q2 2024
Added 521.77%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
907
shares
|
$71,562
0.0% of portfolio
|
Q4 2023
Added 124.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
825
shares
|
$65,092
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
824
shares
|
$65,013
0.0% of portfolio
|
Q3 2024
Added 45.07%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
824
shares
|
$65,013
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
803
shares
|
$63,356
0.0% of portfolio
|
Q3 2024
Reduced 56.9%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
778
shares
|
$61,384
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
775
shares
|
$61,147
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
761
shares
|
$60,042
0.01% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
744
shares
|
$58,701
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
740
shares
|
$58,386
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
700
shares
|
$55,230
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
700
shares
|
$55,230
0.01% of portfolio
|
Q1 2022
Reduced 25.85%
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
700
shares
|
$55,230
0.03% of portfolio
|
Q2 2024
Added 5.74%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
660
shares
|
$52,074
0.01% of portfolio
|
Q3 2024
New holding
|