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 |
|---|---|---|---|---|---|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
471
shares
|
$37,571
0.01% of portfolio
|
Q4 2024
Added 117.05%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
426
shares
|
$33,982
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
415
shares
|
$33,104
0.0% of portfolio
|
Q1 2025
Reduced 99.21%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
399
shares
|
$31,828
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
383
shares
|
$30,551
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
374
shares
|
$29,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
371
shares
|
$29,594
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
351
shares
|
$27,999
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
337
shares
|
$26,882
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
332
shares
|
$26,483
0.01% of portfolio
|
Q1 2025
Reduced 95.58%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
323
shares
|
$25,765
0.03% of portfolio
|
Q1 2025
Reduced 36.04%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
321
shares
|
$25,606
0.03% of portfolio
|
Q1 2025
Reduced 40.56%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
309
shares
|
$24,648
0.01% of portfolio
|
Q1 2024
Reduced 58.91%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
306
shares
|
$24,409
0.0% of portfolio
|
Q1 2025
Added 14.61%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
300
shares
|
$23,931
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
300
shares
|
$23,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
300
shares
|
$23,931
0.01% of portfolio
|
Q2 2022
Reduced 94.94%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
284
shares
|
$22,654
0.0% of portfolio
|
Q1 2025
Added 1320.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
284
shares
|
$22,654
0.0% of portfolio
|
Q1 2025
Reduced 42.28%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
279
shares
|
$22,255
0.01% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
274
shares
|
$21,856
0.01% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
250
shares
|
$19,942
0.0% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
248
shares
|
$19,782
0.0% of portfolio
|
Q1 2025
Added 4860.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
240
shares
|
$19,144
0.01% of portfolio
|
Q2 2022
Reduced 45.45%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
231
shares
|
$18,426
0.01% of portfolio
|
Q1 2025
Reduced 56.98%
|