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 531 institutions that hold shares in the stock, with a total of 34 Million shares, which have been reported (via 13F filing form) to have a value of $2.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
38,240
shares
|
$3.23 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
37,652
shares
|
$3.18 Million
1.25% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
34,320
shares
|
$2.9 Million
0.09% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
34,112
shares
|
$2.88 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
33,973
shares
|
$2.87 Million
0.11% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
33,775
shares
|
$2.85 Million
1.24% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
33,594
shares
|
$2.84 Million
0.87% of portfolio
|
Q4 2022
Reduced 98.45%
|
|
|
Aletheian Wealth Advisors LLC
|
Jul 07, 2025 Q2 2025 |
33,312
shares
|
$2.81 Million
1.41% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
33,121
shares
|
$2.8 Million
0.01% of portfolio
|
Q2 2025
Added 8.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
33,090
shares
|
$2.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 13.27%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
31,630
shares
|
$2.67 Million
0.34% of portfolio
|
Q2 2025
Added 372.72%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
31,257
shares
|
$2.64 Million
0.15% of portfolio
|
Q1 2025
Added 106.52%
|
|
|
Focus Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
31,152
shares
|
$2.63 Million
1.47% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
31,129
shares
|
$2.63 Million
0.06% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,827
shares
|
$2.6 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
30,554
shares
|
$2.58 Million
0.97% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
30,412
shares
|
$2.57 Million
0.99% of portfolio
|
Q2 2025
Added 12.2%
|
|
|
First National Corp
|
Jul 08, 2025 Q2 2025 |
30,183
shares
|
$2.55 Million
0.52% of portfolio
|
Q2 2025
Added 0.72%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
30,021
shares
|
$2.54 Million
0.47% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
29,590
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,031
shares
|
$2.37 Million
0.21% of portfolio
|
Q4 2022
Reduced 25.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
27,809
shares
|
$2.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 69.81%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
27,776
shares
|
$2.35 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.8%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
27,510
shares
|
$2.32 Million
0.1% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
27,259
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.38%
|