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 |
|---|---|---|---|---|---|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
1,697
shares
|
$135,369
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,674
shares
|
$133,534
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,662
shares
|
$132,577
0.0% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
1,605
shares
|
$128,030
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
1,545
shares
|
$123,244
0.05% of portfolio
|
Q1 2025
Added 23.7%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
1,533
shares
|
$122,287
0.0% of portfolio
|
Q1 2025
Reduced 21.59%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
1,525
shares
|
$121,649
0.02% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,513
shares
|
$120,692
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,500
shares
|
$119,655
0.03% of portfolio
|
Q3 2019
Added 50.0%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,500
shares
|
$119,655
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
1,500
shares
|
$119,655
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,468
shares
|
$117,102
0.01% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,427
shares
|
$113,831
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
1,420
shares
|
$113,273
0.0% of portfolio
|
Q1 2025
Reduced 10.92%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
1,377
shares
|
$109,843
0.05% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
1,308
shares
|
$104,339
0.01% of portfolio
|
Q2 2022
Reduced 6.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,300
shares
|
$103,701
0.01% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,234
shares
|
$98,436
0.0% of portfolio
|
Q1 2025
Reduced 98.65%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
1,225
shares
|
$97,718
0.04% of portfolio
|
Q1 2025
Reduced 48.31%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,200
shares
|
$95,724
0.0% of portfolio
|
Q1 2025
Reduced 99.48%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
1,196
shares
|
$95,404
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,114
shares
|
$88,863
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
1,060
shares
|
$84,556
0.04% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
1,000
shares
|
$79,770
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,000
shares
|
$79,770
0.06% of portfolio
|
Q3 2024
New holding
|