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 560 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 $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
75,609
shares
|
$5.82 Million
0.08% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
74,773
shares
|
$5.75 Million
3.62% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
74,222
shares
|
$5.71 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.68%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
71,135
shares
|
$5.47 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
70,890
shares
|
$5.45 Million
0.8% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
68,884
shares
|
$5.3 Million
0.13% of portfolio
|
Q4 2024
Added 218.07%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
68,553
shares
|
$5.27 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.98%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
67,272
shares
|
$5.18 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
67,264
shares
|
$5.17 Million
0.34% of portfolio
|
Q4 2024
Added 2106.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
65,842
shares
|
$5.07 Million
0.03% of portfolio
|
Q4 2024
Added 567.7%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
62,579
shares
|
$4.81 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
60,432
shares
|
$4.65 Million
2.25% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
58,839
shares
|
$4.53 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
58,292
shares
|
$4.48 Million
0.02% of portfolio
|
Q4 2024
Added 96.03%
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
56,360
shares
|
$4.34 Million
3.42% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
55,949
shares
|
$4.3 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
54,241
shares
|
$4.17 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
52,680
shares
|
$4.05 Million
0.85% of portfolio
|
Q2 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
52,314
shares
|
$4.02 Million
0.4% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
51,481
shares
|
$3.96 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
51,347
shares
|
$3.95 Million
0.29% of portfolio
|
Q4 2024
Reduced 84.45%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
51,338
shares
|
$3.95 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
50,921
shares
|
$3.92 Million
3.49% of portfolio
|
Q4 2024
Added 97825.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
50,883
shares
|
$3.91 Million
0.01% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
49,593
shares
|
$3.82 Million
1.33% of portfolio
|
Q4 2024
Added 31.39%
|