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 |
|---|---|---|---|---|---|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
303
shares
|
$28,009
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
300
shares
|
$27,732
0.01% of portfolio
|
Q2 2022
Reduced 94.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
300
shares
|
$27,732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
300
shares
|
$27,732
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
292
shares
|
$26,992
0.02% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
284
shares
|
$26,252
0.0% of portfolio
|
Q1 2025
Added 1320.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
284
shares
|
$26,252
0.0% of portfolio
|
Q3 2025
Reduced 19.55%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
274
shares
|
$25,328
0.01% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
271
shares
|
$25,051
0.0% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
267
shares
|
$24,681
0.0% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
250
shares
|
$23,110
0.01% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
250
shares
|
$23,110
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
240
shares
|
$22,185
0.01% of portfolio
|
Q2 2022
Reduced 45.45%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
230
shares
|
$21,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
222
shares
|
$20,521
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
219
shares
|
$20,244
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
215
shares
|
$19,874
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
211
shares
|
$19,504
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
210
shares
|
$19,412
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
200
shares
|
$18,488
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$18,488
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
200
shares
|
$18,488
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$18,488
0.0% of portfolio
|
Q3 2020
Added 14.29%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$18,303
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
173
shares
|
$15,992
0.02% of portfolio
|
Q3 2022
New holding
|