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 |
|---|---|---|---|---|---|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
245,535
shares
|
$19.1 Million
0.13% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
227,000
shares
|
$17.7 Million
0.03% of portfolio
|
Q3 2024
Added 74.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
225,999
shares
|
$17.6 Million
0.03% of portfolio
|
Q3 2024
Added 9.36%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
224,987
shares
|
$17.5 Million
0.05% of portfolio
|
Q1 2023
Added 0.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
221,887
shares
|
$17.3 Million
0.04% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
216,468
shares
|
$16.9 Million
2.24% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
212,680
shares
|
$16.6 Million
7.91% of portfolio
|
Q3 2024
New holding
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
210,281
shares
|
$16.4 Million
1.5% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
203,494
shares
|
$15.8 Million
0.65% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
196,010
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,801
shares
|
$14.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
189,422
shares
|
$14.7 Million
0.05% of portfolio
|
Q3 2024
Added 48.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
174,821
shares
|
$13.6 Million
0.01% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
164,784
shares
|
$12.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
160,849
shares
|
$12.5 Million
1.35% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
154,598
shares
|
$12 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
153,835
shares
|
$12 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
151,887
shares
|
$11.8 Million
3.33% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
141,408
shares
|
$11 Million
2.92% of portfolio
|
Q3 2024
Added 5.66%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
135,863
shares
|
$10.6 Million
2.78% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
125,606
shares
|
$9.78 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
124,393
shares
|
$9.68 Million
0.02% of portfolio
|
Q3 2024
Added 53.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
120,893
shares
|
$9.41 Million
0.0% of portfolio
|
Q3 2024
Added 20.87%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
120,539
shares
|
$9.38 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
117,963
shares
|
$9.18 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.29%
|