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 560 institutions that hold shares in the stock, with a total of 38.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
15,135
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
15,000
shares
|
$1.15 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
15,000
shares
|
$1.15 Million
1.34% of portfolio
|
Q1 2023
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,657
shares
|
$1.13 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,637
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
14,606
shares
|
$1.12 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,479
shares
|
$1.11 Million
0.0% of portfolio
|
Q4 2024
Added 57.93%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
14,462
shares
|
$1.11 Million
0.26% of portfolio
|
Q4 2024
Reduced 27.73%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
14,433
shares
|
$1.11 Million
0.35% of portfolio
|
Q4 2024
Reduced 71.63%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
14,299
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
14,252
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Kraematon Investment Advisors, Inc
|
Apr 14, 2025 Q1 2025 |
14,210
shares
|
$1.09 Million
1.19% of portfolio
|
Q1 2025
Reduced 11.62%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
13,981
shares
|
$1.08 Million
0.72% of portfolio
|
Q3 2023
Reduced 36.76%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
13,400
shares
|
$1.03 Million
0.62% of portfolio
|
Q3 2023
Reduced 21.06%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Feb 04, 2025 Q4 2024 |
13,317
shares
|
$1.02 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,184
shares
|
$1.01 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Apr 15, 2025 Q1 2025 |
13,093
shares
|
$1.01 Million
0.73% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
13,056
shares
|
$1 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
13,015
shares
|
$1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,798
shares
|
$984,550
0.0% of portfolio
|
Q3 2022
Reduced 2.29%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
12,698
shares
|
$976,857
0.07% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
12,544
shares
|
$965,009
0.0% of portfolio
|
Q4 2024
Reduced 23.46%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
12,488
shares
|
$960,701
0.73% of portfolio
|
Q4 2023
Reduced 10.24%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Mar 25, 2025 Q4 2024 |
12,416
shares
|
$955,162
1.61% of portfolio
|
Q3 2024
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Feb 28, 2025 Q4 2024 |
12,261
shares
|
$943,238
0.44% of portfolio
|
Q4 2024
New holding
|