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 500 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
33,706
shares
|
$2.66 Million
0.11% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
33,594
shares
|
$2.65 Million
0.87% of portfolio
|
Q4 2022
Reduced 98.45%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
33,123
shares
|
$2.61 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
32,592
shares
|
$2.57 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
32,566
shares
|
$2.57 Million
1.88% of portfolio
|
Q3 2024
Reduced 54.96%
|
|
|
Focus Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
32,176
shares
|
$2.54 Million
1.35% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Sculptor Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
31,582
shares
|
$2.49 Million
0.09% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,827
shares
|
$2.43 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
30,661
shares
|
$2.42 Million
1.44% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 12, 2024 Q3 2024 |
30,613
shares
|
$2.42 Million
0.46% of portfolio
|
Q3 2024
Reduced 7.8%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
30,402
shares
|
$2.4 Million
0.06% of portfolio
|
Q3 2024
Added 13.26%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
29,737
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.6%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
29,681
shares
|
$2.34 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
First National Corp
|
Oct 08, 2024 Q3 2024 |
29,381
shares
|
$2.32 Million
0.5% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
28,840
shares
|
$2.28 Million
1.51% of portfolio
|
Q3 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
28,280
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
28,126
shares
|
$2.22 Million
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,031
shares
|
$2.21 Million
0.21% of portfolio
|
Q4 2022
Reduced 25.72%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
28,023
shares
|
$2.21 Million
0.08% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Powell Investment Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
27,758
shares
|
$2.19 Million
1.01% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
27,601
shares
|
$2.18 Million
2.09% of portfolio
|
Q3 2024
Reduced 5.79%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
27,291
shares
|
$2.15 Million
0.97% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
25,792
shares
|
$2.03 Million
0.24% of portfolio
|
Q3 2024
Reduced 9.3%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
25,709
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
25,699
shares
|
$2.03 Million
0.79% of portfolio
|
Q3 2024
Added 2.25%
|