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 |
|---|---|---|---|---|---|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
16,626
shares
|
$1.54 Million
1.53% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,575
shares
|
$1.53 Million
0.28% of portfolio
|
Q2 2022
Reduced 12.63%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
16,480
shares
|
$1.52 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
|
$1.52 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
16,319
shares
|
$1.51 Million
0.25% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
16,204
shares
|
$1.5 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
|
$1.47 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
|
$1.44 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,534
shares
|
$1.44 Million
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
15,000
shares
|
$1.39 Million
1.34% of portfolio
|
Q1 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
14,738
shares
|
$1.36 Million
0.03% of portfolio
|
Q3 2025
Added 21.08%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,657
shares
|
$1.35 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,637
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
14,273
shares
|
$1.32 Million
0.02% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
14,098
shares
|
$1.3 Million
0.24% of portfolio
|
Q3 2025
Reduced 49.24%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
13,981
shares
|
$1.29 Million
0.69% of portfolio
|
Q3 2023
Reduced 36.76%
|
|
|
Kraematon Investment Advisors, Inc
|
Jul 22, 2025 Q2 2025 |
13,878
shares
|
$1.28 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
13,536
shares
|
$1.25 Million
0.77% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
13,400
shares
|
$1.24 Million
0.66% of portfolio
|
Q3 2023
Reduced 21.06%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
13,224
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
13,175
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 53.1%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
13,002
shares
|
$1.2 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,798
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2022
Reduced 2.29%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
12,582
shares
|
$1.16 Million
0.23% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Oct 22, 2025 Q3 2025 |
12,488
shares
|
$1.15 Million
0.78% of portfolio
|
Q4 2023
Reduced 10.24%
|