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 514 institutions that hold shares in the stock, with a total of 31.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
26
shares
|
$2,087
0.0% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
22
shares
|
$1,765
0.0% of portfolio
|
Q1 2024
Reduced 31.25%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
22
shares
|
$1,765
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
20
shares
|
$1,605
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
16
shares
|
$1,284
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$1,284
0.0% of portfolio
|
Q3 2024
Reduced 87.79%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$481
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
6
shares
|
$481
0.0% of portfolio
|
Q2 2024
Reduced 96.86%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
4
shares
|
$321
0.0% of portfolio
|
Q3 2024
Reduced 96.15%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
4
shares
|
$321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3
shares
|
$240
0.0% of portfolio
|
Q4 2023
Reduced 97.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$160
0.02% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$80
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|