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 519 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 $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,635,554
shares
|
$225 Million
0.02% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
2,424,376
shares
|
$207 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
2,375,293
shares
|
$203 Million
3.64% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,621,725
shares
|
$138 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,587,390
shares
|
$135 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,345,622
shares
|
$115 Million
0.03% of portfolio
|
Q1 2025
Added 34.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,282,584
shares
|
$109 Million
0.04% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,212,254
shares
|
$103 Million
0.02% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
1,138,584
shares
|
$97.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
1,086,000
shares
|
$92.6 Million
33.82% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
806,490
shares
|
$68.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
704,622
shares
|
$60.1 Million
0.01% of portfolio
|
Q1 2025
Added 14.02%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
658,630
shares
|
$56.2 Million
0.55% of portfolio
|
Q1 2025
Reduced 17.35%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
637,248
shares
|
$54.3 Million
0.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
585,057
shares
|
$49.9 Million
0.04% of portfolio
|
Q1 2025
Added 18.03%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
578,800
shares
|
$49.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
489,216
shares
|
$41.7 Million
0.4% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
482,900
shares
|
$41.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.71%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
450,177
shares
|
$38.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
389,206
shares
|
$33.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
382,490
shares
|
$32.6 Million
18.43% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
337,953
shares
|
$28.8 Million
0.01% of portfolio
|
Q1 2025
Added 25.67%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
301,780
shares
|
$25.7 Million
0.01% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
274,499
shares
|
$23.4 Million
0.47% of portfolio
|
Q1 2025
Added 123.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
265,839
shares
|
$22.7 Million
0.07% of portfolio
|
Q1 2025
Added 3.03%
|