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 |
|---|---|---|---|---|---|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
34,529
shares
|
$2.75 Million
0.87% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
34,285
shares
|
$2.73 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
33,594
shares
|
$2.68 Million
0.87% of portfolio
|
Q4 2022
Reduced 98.45%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
33,420
shares
|
$2.67 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
33,288
shares
|
$2.66 Million
0.01% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
33,153
shares
|
$2.64 Million
0.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Fil LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
32,274
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Added 91.07%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
31,257
shares
|
$2.49 Million
0.16% of portfolio
|
Q1 2025
Added 106.52%
|
|
|
Focus Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
31,112
shares
|
$2.48 Million
1.45% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,827
shares
|
$2.46 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
30,645
shares
|
$2.44 Million
1.18% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
30,620
shares
|
$2.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.73%
|
|
|
Aletheian Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
30,525
shares
|
$2.43 Million
1.38% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
30,021
shares
|
$2.39 Million
0.47% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
First National Corp
|
Apr 11, 2025 Q1 2025 |
29,966
shares
|
$2.39 Million
0.53% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
29,759
shares
|
$2.37 Million
0.07% of portfolio
|
Q1 2025
Added 28.29%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
29,754
shares
|
$2.37 Million
0.09% of portfolio
|
Q1 2025
Added 56.9%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
29,679
shares
|
$2.37 Million
0.05% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
28,982
shares
|
$2.31 Million
0.07% of portfolio
|
Q1 2025
Added 195.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
28,742
shares
|
$2.29 Million
0.02% of portfolio
|
Q1 2025
Added 6.55%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
28,284
shares
|
$2.26 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
28,212
shares
|
$2.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.25%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
28,092
shares
|
$2.24 Million
0.02% of portfolio
|
Q1 2025
Added 49.81%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,031
shares
|
$2.24 Million
0.21% of portfolio
|
Q4 2022
Reduced 25.72%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
27,227
shares
|
$2.17 Million
0.0% of portfolio
|
Q1 2025
Added 21.44%
|