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 |
|---|---|---|---|---|---|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
57,020
shares
|
$4.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
56,718
shares
|
$4.52 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
56,360
shares
|
$4.5 Million
3.42% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
55,950
shares
|
$4.46 Million
0.01% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
54,956
shares
|
$4.38 Million
1.08% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
52,680
shares
|
$4.2 Million
0.85% of portfolio
|
Q2 2023
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
52,075
shares
|
$4.15 Million
0.01% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
51,596
shares
|
$4.12 Million
2.15% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
50,921
shares
|
$4.06 Million
3.49% of portfolio
|
Q4 2024
Added 97825.0%
|
|
|
Barings LLC
|
May 09, 2025 Q1 2025 |
47,196
shares
|
$3.76 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
47,168
shares
|
$3.76 Million
2.03% of portfolio
|
Q1 2025
Reduced 35.57%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
46,592
shares
|
$3.72 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Wesbanco Bank Inc
|
Apr 14, 2025 Q1 2025 |
46,556
shares
|
$3.71 Million
0.13% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
44,788
shares
|
$3.57 Million
0.0% of portfolio
|
Q1 2025
Added 4.64%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
43,143
shares
|
$3.44 Million
4.17% of portfolio
|
Q3 2022
Reduced 7.23%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
42,982
shares
|
$3.43 Million
0.03% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
42,972
shares
|
$3.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 37.62%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
42,918
shares
|
$3.42 Million
0.5% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
42,530
shares
|
$3.39 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
41,235
shares
|
$3.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 35.83%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
39,925
shares
|
$3.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.71%
|
|
|
Tfg Advisers LLC
|
May 15, 2025 Q1 2025 |
39,414
shares
|
$3.14 Million
1.11% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
38,762
shares
|
$3.09 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
38,153
shares
|
$3.04 Million
0.04% of portfolio
|
Q1 2025
Reduced 49.54%
|
|
|
Hms Capital Management, LLC
|
May 14, 2025 Q1 2025 |
36,367
shares
|
$2.9 Million
1.43% of portfolio
|
Q1 2025
New holding
|