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 |
|---|---|---|---|---|---|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
173
shares
|
$15,992
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
162
shares
|
$14,975
0.02% of portfolio
|
Q2 2022
Reduced 71.28%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
161
shares
|
$14,882
0.0% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
150
shares
|
$13,866
0.01% of portfolio
|
Q3 2025
Added 94.81%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
130
shares
|
$12,017
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
122
shares
|
$11,277
0.01% of portfolio
|
Q2 2025
Reduced 47.19%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Oct 23, 2025 Q3 2025 |
116
shares
|
$10,723
0.01% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
110
shares
|
$10,168
0.0% of portfolio
|
Q4 2024
Reduced 85.14%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
100
shares
|
$9,244
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
100
shares
|
$9,244
0.0% of portfolio
|
Q3 2024
Reduced 99.56%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Jul 29, 2025 Q2 2025 |
100
shares
|
$9,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
97
shares
|
$8,966
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
92
shares
|
$8,504
0.0% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
87
shares
|
$8,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
83
shares
|
$7,672
0.0% of portfolio
|
Q2 2025
Reduced 66.53%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
80
shares
|
$7,395
0.0% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$6,470
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
68
shares
|
$6,285
0.0% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
67
shares
|
$6,193
0.0% of portfolio
|
Q2 2025
Reduced 59.88%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
65
shares
|
$6,008
0.0% of portfolio
|
Q2 2019
Reduced 82.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
63
shares
|
$5,823
0.0% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
55
shares
|
$5,084
0.0% of portfolio
|
Q4 2024
Reduced 86.18%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53
shares
|
$4,899
0.0% of portfolio
|
Q4 2019
Reduced 61.87%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
49
shares
|
$4,529
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
38
shares
|
$3,512
0.0% of portfolio
|
Q4 2024
Added 2.7%
|