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 559 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,275
shares
|
$251,945
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,252
shares
|
$250,176
0.19% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Baker Tilly Wealth Management, LLC
|
Apr 09, 2025 Q1 2025 |
3,232
shares
|
$248,637
0.1% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
3,230
shares
|
$248,483
0.04% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
3,225
shares
|
$248,099
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,207
shares
|
$246,714
0.05% of portfolio
|
Q4 2022
Reduced 65.78%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
3,181
shares
|
$244,714
0.22% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
3,158
shares
|
$242,944
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,152
shares
|
$242,483
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,120
shares
|
$240,021
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,112
shares
|
$239,406
0.0% of portfolio
|
Q3 2023
Reduced 1.55%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
3,103
shares
|
$238,713
0.12% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,102
shares
|
$238,636
0.0% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
3,044
shares
|
$234,174
0.07% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,039
shares
|
$233,790
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Winthrop Advisory Group LLC
|
Apr 08, 2025 Q1 2025 |
2,984
shares
|
$229,559
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,917
shares
|
$224,404
0.07% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Cooper Capital Advisors LLC
Encinitas, CA |
Apr 11, 2025 Q4 2024 |
2,809
shares
|
$216,096
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,804
shares
|
$215,711
0.03% of portfolio
|
Q1 2024
Added 2958.92%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,798
shares
|
$215,250
0.06% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
2,760
shares
|
$212,326
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,646
shares
|
$203,556
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
2,639
shares
|
$203,018
0.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
2,623
shares
|
$201,787
0.04% of portfolio
|
Q3 2024
Reduced 29.2%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
2,592
shares
|
$199,402
0.02% of portfolio
|
Q4 2024
New holding
|