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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
110,856
shares
|
$9.37 Million
0.51% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
110,797
shares
|
$9.36 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
107,753
shares
|
$9.1 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
105,677
shares
|
$8.93 Million
0.02% of portfolio
|
Q1 2025
Reduced 51.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
104,643
shares
|
$8.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Aug 11, 2025 Q2 2025 |
98,775
shares
|
$8.35 Million
5.22% of portfolio
|
Q2 2025
Reduced 3.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
94,772
shares
|
$8.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
93,904
shares
|
$7.93 Million
2.3% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
91,718
shares
|
$7.75 Million
0.06% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
89,742
shares
|
$7.58 Million
1.88% of portfolio
|
Q2 2025
Reduced 5.85%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
86,501
shares
|
$7.31 Million
5.71% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
84,810
shares
|
$7.17 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,603
shares
|
$7.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
79,100
shares
|
$6.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 29.38%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
76,162
shares
|
$6.43 Million
5.06% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
75,628
shares
|
$6.39 Million
0.08% of portfolio
|
Q2 2025
Added 1917.28%
|
|
|
Archetype Wealth Partners
Houston, TX |
Aug 14, 2025 Q2 2025 |
73,896
shares
|
$6.24 Million
0.85% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
73,673
shares
|
$6.22 Million
3.58% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
72,844
shares
|
$6.15 Million
0.27% of portfolio
|
Q2 2025
Added 117.97%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
71,583
shares
|
$6.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.23%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
67,000
shares
|
$5.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.68%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
66,025
shares
|
$5.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
64,629
shares
|
$5.46 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
64,192
shares
|
$5.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.64%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
58,258
shares
|
$4.92 Million
1.93% of portfolio
|
Q2 2025
Added 60.19%
|