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 540 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 $3.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
20,831
shares
|
$1.93 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,967
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
19,948
shares
|
$1.84 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
19,790
shares
|
$1.83 Million
0.05% of portfolio
|
Q4 2023
Added 16.96%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
19,766
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Burns J W & CO Inc
|
Oct 20, 2025 Q3 2025 |
19,633
shares
|
$1.81 Million
0.2% of portfolio
|
Q3 2025
Added 2.19%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
19,596
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
19,587
shares
|
$1.81 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
19,291
shares
|
$1.78 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
19,035
shares
|
$1.76 Million
0.43% of portfolio
|
Q2 2023
Reduced 24.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
18,963
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
18,874
shares
|
$1.74 Million
0.81% of portfolio
|
Q4 2023
Added 120.7%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Oct 20, 2025 Q3 2025 |
18,743
shares
|
$1.73 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 17, 2025 Q3 2025 |
18,461
shares
|
$1.71 Million
0.39% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
18,440
shares
|
$1.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.14%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
18,434
shares
|
$1.7 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
18,371
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
18,091
shares
|
$1.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
17,949
shares
|
$1.66 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
17,890
shares
|
$1.65 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
17,497
shares
|
$1.62 Million
0.14% of portfolio
|
Q2 2025
Reduced 23.23%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Aug 13, 2025 Q2 2025 |
17,336
shares
|
$1.6 Million
0.56% of portfolio
|
Q2 2025
Added 135.29%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
17,320
shares
|
$1.6 Million
0.13% of portfolio
|
Q3 2025
Added 234.23%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
17,264
shares
|
$1.6 Million
0.22% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
16,685
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 33.0%
|