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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$8,449
0.0% of portfolio
|
Q3 2024
Reduced 99.56%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
97
shares
|
$8,195
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
94
shares
|
$7,942
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
92
shares
|
$7,773
0.0% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
87
shares
|
$7,350
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
83
shares
|
$7,012
0.0% of portfolio
|
Q2 2025
Reduced 66.53%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
80
shares
|
$6,759
0.0% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
77
shares
|
$6,505
0.0% of portfolio
|
Q1 2025
Reduced 61.88%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$5,914
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
68
shares
|
$5,745
0.0% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
67
shares
|
$5,660
0.0% of portfolio
|
Q2 2025
Reduced 59.88%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
65
shares
|
$5,491
0.0% of portfolio
|
Q2 2019
Reduced 82.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
63
shares
|
$5,322
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
55
shares
|
$4,646
0.0% of portfolio
|
Q4 2024
Reduced 86.18%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53
shares
|
$4,477
0.0% of portfolio
|
Q4 2019
Reduced 61.87%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
38
shares
|
$3,210
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
26
shares
|
$2,196
0.0% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
22
shares
|
$1,858
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15
shares
|
$1,267
0.0% of portfolio
|
Q2 2025
Reduced 85.85%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
11
shares
|
$929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
6
shares
|
$506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jul 24, 2025 Q2 2025 |
4
shares
|
$337
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3
shares
|
$253
0.0% of portfolio
|
Q4 2023
Reduced 97.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
3
shares
|
$253
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1
shares
|
$84
0.0% of portfolio
|
Q3 2023
New holding
|