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 |
|---|---|---|---|---|---|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
16,480
shares
|
$1.39 Million
0.44% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Aug 14, 2025 Q2 2025 |
16,444
shares
|
$1.39 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
16,319
shares
|
$1.38 Million
0.25% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
16,204
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.68%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,872
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2022
Added 0.37%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
15,542
shares
|
$1.31 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,534
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
15,324
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.14%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
15,000
shares
|
$1.27 Million
1.34% of portfolio
|
Q1 2023
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,657
shares
|
$1.24 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,637
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
14,273
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
13,981
shares
|
$1.18 Million
0.69% of portfolio
|
Q3 2023
Reduced 36.76%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
13,878
shares
|
$1.17 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
13,748
shares
|
$1.16 Million
0.08% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
13,400
shares
|
$1.13 Million
0.66% of portfolio
|
Q3 2023
Reduced 21.06%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 14, 2025 Q2 2025 |
13,252
shares
|
$1.12 Million
0.74% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,175
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 53.1%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
13,002
shares
|
$1.1 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,798
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2022
Reduced 2.29%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
12,582
shares
|
$1.06 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jul 18, 2025 Q2 2025 |
12,488
shares
|
$1.06 Million
0.76% of portfolio
|
Q4 2023
Reduced 10.24%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
12,433
shares
|
$1.05 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
12,429
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
12,172
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.47%
|