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 503 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 $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
274
shares
|
$21,330
0.01% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
270
shares
|
$21,019
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
267
shares
|
$20,785
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
250
shares
|
$19,462
0.0% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
250
shares
|
$19,462
0.0% of portfolio
|
Q1 2024
Reduced 43.82%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
240
shares
|
$18,684
0.01% of portfolio
|
Q2 2022
Reduced 45.45%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
219
shares
|
$17,049
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
218
shares
|
$16,971
0.0% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
217
shares
|
$16,893
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
210
shares
|
$16,348
0.01% of portfolio
|
Q1 2022
Reduced 51.83%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
210
shares
|
$16,348
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
202
shares
|
$15,725
0.0% of portfolio
|
Q4 2022
Reduced 33.11%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
200
shares
|
$15,569
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$15,569
0.0% of portfolio
|
Q3 2020
Added 14.29%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
200
shares
|
$15,569
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$15,414
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
178
shares
|
$13,857
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
175
shares
|
$13,623
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
173
shares
|
$13,468
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
167
shares
|
$13,000
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
165
shares
|
$12,845
0.01% of portfolio
|
Q4 2018
Reduced 50.6%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
162
shares
|
$12,611
0.02% of portfolio
|
Q2 2022
Reduced 71.28%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
150
shares
|
$11,677
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
130
shares
|
$10,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
122
shares
|
$9,497
0.0% of portfolio
|
Q3 2023
New holding
|