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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
19,589
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
19,440
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
19,356
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
19,356
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
19,314
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
19,241
shares
|
$1.52 Million
0.24% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Capital City Trust CO
|
Nov 07, 2024 Q3 2024 |
19,035
shares
|
$1.5 Million
0.37% of portfolio
|
Q2 2023
Reduced 24.12%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
18,874
shares
|
$1.49 Million
0.81% of portfolio
|
Q4 2023
Added 120.7%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
18,852
shares
|
$1.49 Million
1.51% of portfolio
|
Q3 2024
Reduced 13.54%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
18,519
shares
|
$1.46 Million
0.02% of portfolio
|
Q3 2024
Added 27.91%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 06, 2024 Q3 2024 |
18,519
shares
|
$1.46 Million
1.29% of portfolio
|
Q3 2024
Added 27.91%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
17,890
shares
|
$1.41 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,548
shares
|
$1.38 Million
0.05% of portfolio
|
Q3 2024
Added 155.8%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
17,500
shares
|
$1.38 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.78%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 09, 2024 Q3 2024 |
17,122
shares
|
$1.35 Million
0.63% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
16,832
shares
|
$1.33 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
16,791
shares
|
$1.32 Million
0.41% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
16,640
shares
|
$1.31 Million
0.21% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,575
shares
|
$1.31 Million
0.28% of portfolio
|
Q2 2022
Reduced 12.63%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
16,443
shares
|
$1.3 Million
0.12% of portfolio
|
Q3 2024
Added 5.71%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
16,388
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
16,319
shares
|
$1.29 Million
0.25% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
16,071
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2024
Added 29.56%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,872
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2022
Added 0.37%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
15,480
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.52%
|