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 |
|---|---|---|---|---|---|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
11,724
shares
|
$935,223
0.14% of portfolio
|
Q1 2025
Reduced 11.07%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
11,650
shares
|
$929,320
0.2% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Apr 22, 2025 Q1 2025 |
11,579
shares
|
$923,656
0.46% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
11,574
shares
|
$923,257
0.21% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
11,528
shares
|
$919,588
0.12% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Legacy Financial Group LLC
|
Apr 09, 2025 Q1 2025 |
11,254
shares
|
$897,731
0.15% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,185
shares
|
$892,227
0.68% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,065
shares
|
$882,655
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,000
shares
|
$877,470
0.0% of portfolio
|
Q1 2016
Reduced 92.21%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10,807
shares
|
$862,074
0.09% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,733
shares
|
$856,171
0.03% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
10,655
shares
|
$849,949
0.06% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,618
shares
|
$846,997
0.01% of portfolio
|
Q1 2025
Reduced 83.87%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,614
shares
|
$846,678
0.0% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
10,600
shares
|
$845,562
0.08% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
10,417
shares
|
$830,964
0.0% of portfolio
|
Q1 2025
Reduced 99.34%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,395
shares
|
$829,209
0.19% of portfolio
|
Q1 2025
Added 382.37%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
10,100
shares
|
$805,677
0.61% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
10,053
shares
|
$801,927
0.01% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
10,045
shares
|
$801,289
0.09% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
10,015
shares
|
$798,896
0.32% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,000
shares
|
$797,700
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,900
shares
|
$789,723
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sculptor Capital LP
New York, NY |
May 15, 2025 Q1 2025 |
9,686
shares
|
$772,652
0.03% of portfolio
|
Q1 2025
Reduced 63.82%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
9,553
shares
|
$762,042
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|