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 531 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
267
shares
|
$22,558
0.0% of portfolio
|
Q2 2025
Reduced 12.75%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
250
shares
|
$21,122
0.01% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
250
shares
|
$21,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
240
shares
|
$20,277
0.01% of portfolio
|
Q2 2022
Reduced 45.45%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
230
shares
|
$19,432
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
222
shares
|
$18,756
0.0% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
219
shares
|
$18,503
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
215
shares
|
$18,165
0.01% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
211
shares
|
$17,827
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
210
shares
|
$17,742
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
200
shares
|
$16,898
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
200
shares
|
$16,898
0.0% of portfolio
|
Q2 2025
Reduced 95.32%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
200
shares
|
$16,898
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$16,898
0.0% of portfolio
|
Q3 2020
Added 14.29%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$16,729
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
173
shares
|
$14,616
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
165
shares
|
$13,940
0.01% of portfolio
|
Q4 2018
Reduced 50.6%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
162
shares
|
$13,687
0.02% of portfolio
|
Q2 2022
Reduced 71.28%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
161
shares
|
$13,602
0.0% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
130
shares
|
$10,983
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
122
shares
|
$10,307
0.01% of portfolio
|
Q2 2025
Reduced 47.19%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
115
shares
|
$9,716
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
110
shares
|
$9,293
0.0% of portfolio
|
Q4 2024
Reduced 85.14%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
100
shares
|
$8,449
0.0% of portfolio
|
Q3 2024
Reduced 60.94%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
100
shares
|
$8,449
0.0% of portfolio
|
Q2 2025
New holding
|