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 526 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 $2.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
230
shares
|
$18,347
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
221
shares
|
$17,629
0.0% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
219
shares
|
$17,469
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
214
shares
|
$17,070
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
214
shares
|
$17,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
210
shares
|
$16,751
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
210
shares
|
$16,751
0.01% of portfolio
|
Q1 2022
Reduced 51.83%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
200
shares
|
$15,954
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$15,954
0.0% of portfolio
|
Q3 2020
Added 14.29%
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
200
shares
|
$15,954
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$15,794
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
189
shares
|
$15,076
0.0% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
175
shares
|
$13,959
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
173
shares
|
$13,800
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
167
shares
|
$13,321
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
165
shares
|
$13,162
0.01% of portfolio
|
Q4 2018
Reduced 50.6%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
162
shares
|
$12,922
0.02% of portfolio
|
Q2 2022
Reduced 71.28%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
150
shares
|
$11,965
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
130
shares
|
$10,370
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
116
shares
|
$9,253
0.0% of portfolio
|
Q1 2025
Reduced 67.69%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
110
shares
|
$8,774
0.0% of portfolio
|
Q4 2024
Reduced 85.14%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
106
shares
|
$8,455
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
100
shares
|
$7,977
0.0% of portfolio
|
Q3 2024
Reduced 99.56%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
100
shares
|
$7,977
0.0% of portfolio
|
Q3 2024
Reduced 60.94%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
97
shares
|
$7,737
0.01% of portfolio
|
Q4 2024
New holding
|