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 |
|---|---|---|---|---|---|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
1,225
shares
|
$113,239
0.03% of portfolio
|
Q1 2025
Reduced 48.31%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
1,196
shares
|
$110,558
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,143
shares
|
$105,658
0.0% of portfolio
|
Q3 2025
Reduced 46.66%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 29, 2025 Q2 2025 |
1,123
shares
|
$103,810
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
1,080
shares
|
$99,835
0.0% of portfolio
|
Q2 2025
Reduced 84.3%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
1,078
shares
|
$99,650
0.0% of portfolio
|
Q2 2025
Reduced 29.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
1,061
shares
|
$98,078
0.03% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,000
shares
|
$92,440
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$92,440
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
988
shares
|
$91,330
0.0% of portfolio
|
Q2 2025
Reduced 57.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
969
shares
|
$89,574
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
966
shares
|
$89,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
935
shares
|
$86,431
0.01% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
907
shares
|
$83,843
0.0% of portfolio
|
Q4 2023
Added 124.5%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
863
shares
|
$79,775
0.03% of portfolio
|
Q2 2025
Reduced 44.14%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
838
shares
|
$77,464
0.03% of portfolio
|
Q2 2025
Added 7518.18%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
828
shares
|
$76,540
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
825
shares
|
$76,263
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
814
shares
|
$75,246
0.01% of portfolio
|
Q3 2025
Reduced 45.48%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
803
shares
|
$74,229
0.0% of portfolio
|
Q3 2024
Reduced 56.9%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
800
shares
|
$73,952
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
765
shares
|
$70,716
0.0% of portfolio
|
Q2 2025
Reduced 98.9%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
764
shares
|
$70,624
0.03% of portfolio
|
Q2 2025
Reduced 31.42%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
756
shares
|
$69,884
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
700
shares
|
$64,708
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|