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 |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
11,758
shares
|
$993,433
0.21% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,744
shares
|
$992,250
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
11,724
shares
|
$990,560
0.14% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
11,635
shares
|
$983,041
0.21% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
11,425
shares
|
$965,298
0.13% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
11,281
shares
|
$953,131
0.31% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
11,223
shares
|
$948,231
0.04% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
11,080
shares
|
$936,149
0.67% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,000
shares
|
$929,390
0.0% of portfolio
|
Q1 2016
Reduced 92.21%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
10,881
shares
|
$919,335
0.17% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,873
shares
|
$918,659
0.03% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
10,794
shares
|
$911,985
0.09% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
10,655
shares
|
$900,240
0.06% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,654
shares
|
$900,156
0.03% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
10,600
shares
|
$895,594
0.08% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
10,570
shares
|
$893,059
0.0% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
10,393
shares
|
$878,104
0.38% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
10,267
shares
|
$867,458
0.59% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
10,173
shares
|
$859,516
0.48% of portfolio
|
Q2 2025
Added 98.38%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$844,900
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
9,956
shares
|
$841,182
0.37% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
9,948
shares
|
$840,506
0.28% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
9,900
shares
|
$836,451
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,861
shares
|
$833,155
0.0% of portfolio
|
Q2 2025
Reduced 10.88%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
9,779
shares
|
$826,227
0.14% of portfolio
|
Q2 2025
Reduced 13.11%
|