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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
700
shares
|
$64,708
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
645
shares
|
$59,623
0.01% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
629
shares
|
$58,144
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
616
shares
|
$56,943
0.02% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
604
shares
|
$55,833
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
600
shares
|
$55,464
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2025 Q2 2025 |
569
shares
|
$52,598
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
553
shares
|
$51,119
0.05% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
540
shares
|
$49,917
0.02% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
533
shares
|
$49,270
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
518
shares
|
$47,883
0.0% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$46,220
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
430
shares
|
$39,749
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
426
shares
|
$39,379
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
400
shares
|
$36,976
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
400
shares
|
$36,976
0.0% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
399
shares
|
$36,883
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
383
shares
|
$35,404
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
374
shares
|
$34,572
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
351
shares
|
$32,446
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
351
shares
|
$32,446
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
337
shares
|
$31,152
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
329
shares
|
$30,412
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
309
shares
|
$28,563
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
309
shares
|
$28,563
0.01% of portfolio
|
Q1 2024
Reduced 58.91%
|