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 |
|---|---|---|---|---|---|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
27,104
shares
|
$2.16 Million
0.91% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
26,886
shares
|
$2.14 Million
2.0% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
26,441
shares
|
$2.11 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
24,793
shares
|
$1.98 Million
1.96% of portfolio
|
Q3 2023
Reduced 22.75%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
24,516
shares
|
$1.96 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
24,425
shares
|
$1.95 Million
0.9% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,327
shares
|
$1.94 Million
0.33% of portfolio
|
Q4 2022
Reduced 7.31%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,327
shares
|
$1.94 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,319
shares
|
$1.94 Million
0.07% of portfolio
|
Q2 2020
Added 8.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,956
shares
|
$1.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
May 13, 2025 Q1 2025 |
23,660
shares
|
$1.89 Million
1.01% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
23,506
shares
|
$1.88 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
23,290
shares
|
$1.86 Million
0.0% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
22,797
shares
|
$1.82 Million
0.06% of portfolio
|
Q1 2025
Added 117.03%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
22,791
shares
|
$1.82 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.31%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
22,791
shares
|
$1.82 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
22,646
shares
|
$1.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
May 08, 2025 Q1 2025 |
22,344
shares
|
$1.78 Million
0.91% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
22,019
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.0%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
21,438
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 19.42%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
21,300
shares
|
$1.7 Million
0.01% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
21,245
shares
|
$1.69 Million
0.11% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
21,031
shares
|
$1.68 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
20,193
shares
|
$1.61 Million
0.45% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Axs Investments LLC
Port Chester, NY |
May 09, 2025 Q1 2025 |
19,841
shares
|
$1.58 Million
0.46% of portfolio
|
Q1 2025
Added 2.8%
|