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 500 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 $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
97
shares
|
$7,653
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
95
shares
|
$7,495
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
95
shares
|
$7,495
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$5,523
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
68
shares
|
$5,365
0.0% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
65
shares
|
$5,128
0.0% of portfolio
|
Q2 2019
Reduced 82.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
62
shares
|
$4,891
0.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53
shares
|
$4,181
0.0% of portfolio
|
Q4 2019
Reduced 61.87%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
52
shares
|
$4,102
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
37
shares
|
$2,919
0.0% of portfolio
|
Q2 2023
Added 131.25%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
26
shares
|
$2,051
0.0% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
22
shares
|
$1,735
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
22
shares
|
$1,735
0.0% of portfolio
|
Q1 2024
Reduced 31.25%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
16
shares
|
$1,262
0.0% of portfolio
|
Q3 2024
Reduced 87.79%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
16
shares
|
$1,262
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
6
shares
|
$473
0.0% of portfolio
|
Q2 2024
Reduced 96.86%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$473
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
4
shares
|
$315
0.0% of portfolio
|
Q3 2024
Reduced 96.15%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3
shares
|
$236
0.0% of portfolio
|
Q4 2023
Reduced 97.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
1
shares
|
$78
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|