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 |
|---|---|---|---|---|---|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
26,720
shares
|
$2.26 Million
2.08% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
26,474
shares
|
$2.24 Million
0.96% of portfolio
|
Q2 2025
Added 33.43%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
26,184
shares
|
$2.21 Million
1.18% of portfolio
|
Q2 2025
Added 664.27%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
25,968
shares
|
$2.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.65%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
25,963
shares
|
$2.19 Million
0.0% of portfolio
|
Q2 2025
Added 61.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
25,602
shares
|
$2.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.74%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
25,105
shares
|
$2.12 Million
1.27% of portfolio
|
Q2 2025
Reduced 5.64%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
24,793
shares
|
$2.09 Million
1.96% of portfolio
|
Q3 2023
Reduced 22.75%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
24,516
shares
|
$2.07 Million
0.34% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,327
shares
|
$2.06 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
|
$2.06 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,319
shares
|
$2.05 Million
0.07% of portfolio
|
Q2 2020
Added 8.16%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
24,276
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.07%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
24,079
shares
|
$2.03 Million
0.0% of portfolio
|
Q2 2025
Added 12.32%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,956
shares
|
$2.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
23,922
shares
|
$2.02 Million
0.88% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Aug 11, 2025 Q2 2025 |
23,861
shares
|
$2.02 Million
1.0% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
23,271
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 08, 2025 Q2 2025 |
22,782
shares
|
$1.92 Million
0.59% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
22,621
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
22,368
shares
|
$1.89 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
22,363
shares
|
$1.89 Million
0.89% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
22,228
shares
|
$1.88 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
21,313
shares
|
$1.8 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
21,300
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Added 9.62%
|