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 558 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
284
shares
|
$21,194
0.0% of portfolio
|
Q1 2025
Reduced 42.28%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
278
shares
|
$20,747
0.01% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
274
shares
|
$20,448
0.01% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
250
shares
|
$18,657
0.0% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
240
shares
|
$17,911
0.01% of portfolio
|
Q2 2022
Reduced 45.45%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
230
shares
|
$17,164
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
220
shares
|
$16,418
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
219
shares
|
$16,343
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
215
shares
|
$16,045
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
210
shares
|
$15,672
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
210
shares
|
$15,672
0.01% of portfolio
|
Q1 2022
Reduced 51.83%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
200
shares
|
$14,926
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$14,926
0.0% of portfolio
|
Q3 2020
Added 14.29%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
200
shares
|
$14,926
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$14,776
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
178
shares
|
$13,284
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
175
shares
|
$13,060
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
173
shares
|
$12,910
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
167
shares
|
$12,463
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
165
shares
|
$12,313
0.01% of portfolio
|
Q4 2018
Reduced 50.6%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
162
shares
|
$12,090
0.02% of portfolio
|
Q2 2022
Reduced 71.28%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
150
shares
|
$11,194
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
130
shares
|
$9,701
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
110
shares
|
$8,209
0.0% of portfolio
|
Q4 2024
Reduced 85.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$7,463
0.0% of portfolio
|
Q3 2024
Reduced 99.56%
|