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 559 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
700
shares
|
$53,851
0.03% of portfolio
|
Q2 2024
Added 5.74%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
660
shares
|
$50,773
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
645
shares
|
$49,619
0.01% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
645
shares
|
$49,619
0.02% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
570
shares
|
$43,850
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
569
shares
|
$43,773
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
552
shares
|
$42,465
0.01% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
550
shares
|
$42,311
0.04% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
540
shares
|
$41,542
0.02% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
540
shares
|
$41,542
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
537
shares
|
$41,311
0.03% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
526
shares
|
$40,465
0.01% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
505
shares
|
$38,849
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$38,465
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
500
shares
|
$38,465
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
492
shares
|
$37,849
0.0% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
471
shares
|
$36,234
0.01% of portfolio
|
Q4 2024
Added 117.05%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
426
shares
|
$32,772
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
399
shares
|
$30,695
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
383
shares
|
$29,464
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
374
shares
|
$28,771
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
371
shares
|
$28,541
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
359
shares
|
$27,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
351
shares
|
$27,002
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
346
shares
|
$26,617
0.01% of portfolio
|
Q4 2024
New holding
|