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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
21,031
shares
|
$1.78 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
19,948
shares
|
$1.69 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
19,790
shares
|
$1.67 Million
0.05% of portfolio
|
Q4 2023
Added 16.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
19,766
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
19,596
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
19,291
shares
|
$1.63 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
19,212
shares
|
$1.62 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Retireful, LLC
|
Jul 15, 2025 Q2 2025 |
19,130
shares
|
$1.62 Million
1.16% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
19,035
shares
|
$1.61 Million
0.43% of portfolio
|
Q2 2023
Reduced 24.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
19,003
shares
|
$1.61 Million
0.05% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
18,874
shares
|
$1.59 Million
0.81% of portfolio
|
Q4 2023
Added 120.7%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
18,747
shares
|
$1.58 Million
0.43% of portfolio
|
Q2 2025
Added 11.74%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jul 30, 2025 Q2 2025 |
18,743
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
18,440
shares
|
$1.56 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
18,434
shares
|
$1.56 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
18,371
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
18,348
shares
|
$1.55 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
18,187
shares
|
$1.54 Million
0.37% of portfolio
|
Q2 2025
Added 22.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
18,091
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
17,890
shares
|
$1.51 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
17,497
shares
|
$1.48 Million
0.14% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
17,336
shares
|
$1.46 Million
0.56% of portfolio
|
Q2 2025
Added 135.29%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
17,264
shares
|
$1.46 Million
0.22% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
16,685
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 33.0%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,575
shares
|
$1.4 Million
0.28% of portfolio
|
Q2 2022
Reduced 12.63%
|