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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
19,790
shares
|
$1.58 Million
0.05% of portfolio
|
Q4 2023
Added 16.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
19,766
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
19,765
shares
|
$1.58 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
19,624
shares
|
$1.57 Million
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
19,311
shares
|
$1.54 Million
0.23% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
19,193
shares
|
$1.53 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
19,035
shares
|
$1.52 Million
0.43% of portfolio
|
Q2 2023
Reduced 24.12%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
18,874
shares
|
$1.51 Million
0.81% of portfolio
|
Q4 2023
Added 120.7%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
18,773
shares
|
$1.5 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.06%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
18,670
shares
|
$1.49 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
18,554
shares
|
$1.48 Million
0.76% of portfolio
|
Q1 2025
Added 142.89%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
18,494
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
18,440
shares
|
$1.47 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
18,434
shares
|
$1.47 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Retireful, LLC
|
Apr 10, 2025 Q1 2025 |
18,049
shares
|
$1.44 Million
1.42% of portfolio
|
Q1 2025
New holding
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
18,020
shares
|
$1.44 Million
0.29% of portfolio
|
Q1 2025
Reduced 52.69%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
17,890
shares
|
$1.43 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
16,903
shares
|
$1.35 Million
0.21% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Apr 11, 2025 Q1 2025 |
16,778
shares
|
$1.34 Million
0.4% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
16,700
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,575
shares
|
$1.32 Million
0.28% of portfolio
|
Q2 2022
Reduced 12.63%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
16,534
shares
|
$1.32 Million
0.41% of portfolio
|
Q1 2025
Added 14.56%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
16,480
shares
|
$1.31 Million
0.44% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
16,319
shares
|
$1.3 Million
0.25% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
16,076
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 31.74%
|