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 |
|---|---|---|---|---|---|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,872
shares
|
$1.27 Million
0.04% of portfolio
|
Q3 2022
Added 0.37%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
May 15, 2025 Q1 2025 |
15,553
shares
|
$1.24 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15,528
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 55.28%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
15,000
shares
|
$1.2 Million
1.34% of portfolio
|
Q1 2023
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
14,838
shares
|
$1.18 Million
0.31% of portfolio
|
Q1 2025
Added 124.24%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,657
shares
|
$1.17 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,637
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
14,210
shares
|
$1.13 Million
1.19% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
14,066
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
14,026
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Added 43.22%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
13,981
shares
|
$1.12 Million
0.73% of portfolio
|
Q3 2023
Reduced 36.76%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
13,400
shares
|
$1.07 Million
0.65% of portfolio
|
Q3 2023
Reduced 21.06%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
13,222
shares
|
$1.05 Million
0.24% of portfolio
|
Q1 2025
Reduced 8.57%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
13,093
shares
|
$1.04 Million
0.73% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
13,002
shares
|
$1.04 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,798
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2022
Reduced 2.29%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
12,644
shares
|
$1.01 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,545
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 69.34%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Apr 25, 2025 Q1 2025 |
12,488
shares
|
$996,167
0.76% of portfolio
|
Q4 2023
Reduced 10.24%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
12,353
shares
|
$985,398
0.01% of portfolio
|
Q1 2025
Reduced 13.61%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
12,348
shares
|
$984,999
0.43% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
12,185
shares
|
$971,997
0.03% of portfolio
|
Q1 2025
Reduced 41.38%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
11,880
shares
|
$947,667
0.17% of portfolio
|
Q1 2025
Added 10.69%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,744
shares
|
$936,818
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Apr 09, 2025 Q1 2025 |
11,725
shares
|
$935,303
0.45% of portfolio
|
Q1 2025
Reduced 31.78%
|