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 561 institutions that hold shares in the stock, with a total of 38.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,468
shares
|
$112,933
0.01% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,376
shares
|
$105,855
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
1,308
shares
|
$100,624
0.01% of portfolio
|
Q2 2022
Reduced 6.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,300
shares
|
$100,009
0.01% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,249
shares
|
$96,085
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
1,234
shares
|
$94,931
0.0% of portfolio
|
Q1 2025
Reduced 98.65%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,211
shares
|
$93,162
0.0% of portfolio
|
Q1 2023
Added 121000.0%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,196
shares
|
$92,008
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,114
shares
|
$85,700
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
1,111
shares
|
$85,469
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,058
shares
|
$81,391
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,000
shares
|
$76,930
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
914
shares
|
$70,314
0.0% of portfolio
|
Q2 2024
Added 521.77%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
907
shares
|
$69,775
0.0% of portfolio
|
Q4 2023
Added 124.5%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
881
shares
|
$67,775
0.13% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
856
shares
|
$65,852
0.01% of portfolio
|
Q1 2025
Reduced 18.55%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
826
shares
|
$63,544
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
825
shares
|
$63,467
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
824
shares
|
$63,390
0.0% of portfolio
|
Q3 2024
Added 45.07%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
803
shares
|
$61,774
0.0% of portfolio
|
Q3 2024
Reduced 56.9%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
778
shares
|
$59,851
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
775
shares
|
$59,620
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
750
shares
|
$57,697
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
700
shares
|
$53,851
0.01% of portfolio
|
Q1 2022
Reduced 25.85%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$53,851
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|