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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
966
shares
|
$81,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
931
shares
|
$78,660
0.01% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
907
shares
|
$76,632
0.0% of portfolio
|
Q4 2023
Added 124.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
863
shares
|
$72,914
0.03% of portfolio
|
Q2 2025
Reduced 44.14%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
838
shares
|
$70,802
0.03% of portfolio
|
Q2 2025
Added 7518.18%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
828
shares
|
$69,957
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
825
shares
|
$69,704
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
803
shares
|
$67,845
0.0% of portfolio
|
Q3 2024
Reduced 56.9%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
800
shares
|
$67,592
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
775
shares
|
$65,479
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
765
shares
|
$64,634
0.0% of portfolio
|
Q2 2025
Reduced 98.9%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
764
shares
|
$64,550
0.03% of portfolio
|
Q2 2025
Reduced 31.42%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
756
shares
|
$63,874
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
725
shares
|
$61,255
0.03% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
700
shares
|
$59,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
700
shares
|
$59,143
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
660
shares
|
$55,763
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
645
shares
|
$54,496
0.03% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
645
shares
|
$54,496
0.01% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
628
shares
|
$53,059
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
604
shares
|
$51,031
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
569
shares
|
$48,074
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
552
shares
|
$46,638
0.04% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
540
shares
|
$45,624
0.02% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
531
shares
|
$44,864
0.0% of portfolio
|
Q2 2025
Added 0.57%
|