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 |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
12,429
shares
|
$1.15 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
11,758
shares
|
$1.09 Million
0.21% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,744
shares
|
$1.09 Million
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
11,724
shares
|
$1.08 Million
0.14% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
11,635
shares
|
$1.08 Million
0.21% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
11,458
shares
|
$1.06 Million
0.13% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
11,281
shares
|
$1.04 Million
0.31% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
11,223
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Added 17.85%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
11,043
shares
|
$1.02 Million
0.79% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,000
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2016
Reduced 92.21%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
10,881
shares
|
$1.01 Million
0.17% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,873
shares
|
$1.01 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.77%
|
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
10,794
shares
|
$997,797
0.09% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,654
shares
|
$984,855
0.03% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
10,624
shares
|
$982,082
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
10,600
shares
|
$979,864
0.08% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
10,570
shares
|
$977,090
0.0% of portfolio
|
Q2 2025
Added 19.87%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,353
shares
|
$957,031
0.01% of portfolio
|
Q3 2025
Added 45.1%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
10,281
shares
|
$950,375
0.07% of portfolio
|
Q3 2025
Reduced 3.51%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
10,267
shares
|
$949,081
0.59% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jul 30, 2025 Q2 2025 |
10,173
shares
|
$940,392
0.48% of portfolio
|
Q2 2025
Added 98.38%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
10,063
shares
|
$930,223
0.35% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$924,400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 05, 2025 Q2 2025 |
9,948
shares
|
$919,593
0.28% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Oct 07, 2025 Q3 2025 |
9,914
shares
|
$916,450
0.37% of portfolio
|
Q3 2025
Reduced 0.42%
|