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 565 institutions that hold shares in the stock, with a total of 38.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,634,532
shares
|
$233 Million
0.02% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
2,408,717
shares
|
$213 Million
0.07% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
2,320,341
shares
|
$205 Million
2.41% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,614,546
shares
|
$143 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,600,721
shares
|
$142 Million
0.18% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,543,589
shares
|
$137 Million
0.04% of portfolio
|
Q3 2025
Added 9.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,434,184
shares
|
$127 Million
0.03% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,132,121
shares
|
$100 Million
0.16% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Delta Capital Management LLC
|
Oct 14, 2025 Q3 2025 |
1,086,000
shares
|
$96.1 Million
34.11% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,083,521
shares
|
$95.9 Million
0.22% of portfolio
|
Q3 2025
Added 40496.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
899,734
shares
|
$79.6 Million
0.06% of portfolio
|
Q3 2025
Added 37.36%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
802,532
shares
|
$71 Million
0.02% of portfolio
|
Q3 2025
Added 76.15%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
798,704
shares
|
$70.7 Million
0.03% of portfolio
|
Q3 2025
Added 89.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
778,616
shares
|
$68.9 Million
0.04% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
583,605
shares
|
$51.6 Million
0.01% of portfolio
|
Q3 2025
Reduced 18.89%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
573,787
shares
|
$50.8 Million
2.27% of portfolio
|
Q3 2025
New holding
|
|
|
Goodman Advisory Group, LLC
|
Nov 12, 2025 Q3 2025 |
543,340
shares
|
$48.1 Million
14.19% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
506,477
shares
|
$44.8 Million
0.43% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
489,216
shares
|
$43.3 Million
0.4% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
475,088
shares
|
$42 Million
0.01% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Potomac Fund Management Inc /Adv
Miami, FL |
Nov 12, 2025 Q3 2025 |
470,038
shares
|
$41.6 Million
1.8% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
447,967
shares
|
$39.6 Million
0.02% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
447,910
shares
|
$39.6 Million
0.36% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
399,801
shares
|
$35.4 Million
19.36% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
398,667
shares
|
$35.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.05%
|
|