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 526 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 $2.79 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
111,303
shares
|
$8.88 Million
0.18% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
109,987
shares
|
$8.77 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
109,503
shares
|
$8.74 Million
1.15% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
106,988
shares
|
$8.53 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
105,677
shares
|
$8.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 51.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
104,643
shares
|
$8.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Apr 10, 2025 Q1 2025 |
103,229
shares
|
$8.23 Million
4.35% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
102,681
shares
|
$8.19 Million
4.81% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
98,933
shares
|
$7.89 Million
0.03% of portfolio
|
Q1 2025
Reduced 47.79%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
96,638
shares
|
$7.71 Million
2.31% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
95,693
shares
|
$7.63 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
95,318
shares
|
$7.6 Million
1.98% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
92,123
shares
|
$7.35 Million
0.03% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
91,023
shares
|
$7.26 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
85,335
shares
|
$6.81 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,603
shares
|
$6.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
76,162
shares
|
$6.08 Million
5.06% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
75,537
shares
|
$6.03 Million
0.01% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
74,773
shares
|
$5.96 Million
3.62% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
73,677
shares
|
$5.88 Million
0.83% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
69,563
shares
|
$5.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
69,417
shares
|
$5.54 Million
0.23% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
68,576
shares
|
$5.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
66,154
shares
|
$5.28 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
58,235
shares
|
$4.65 Million
1.39% of portfolio
|
Q1 2025
Reduced 1.03%
|