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 546 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $3.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
2,573,660
shares
|
$209 Million
0.07% of portfolio
|
Q4 2024
Added 304.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,524,153
shares
|
$205 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Howard Capital Management Inc.
|
Feb 03, 2025 Q4 2024 |
2,354,317
shares
|
$191 Million
2.44% of portfolio
|
Q4 2024
Added 526.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,626,595
shares
|
$132 Million
0.01% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
1,591,896
shares
|
$129 Million
0.27% of portfolio
|
Q4 2024
Added 1179.73%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,587,107
shares
|
$129 Million
0.34% of portfolio
|
Q4 2024
Reduced 28.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,218,103
shares
|
$99.1 Million
0.04% of portfolio
|
Q4 2024
Added 19.93%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
1,138,584
shares
|
$92.6 Million
0.14% of portfolio
|
Q3 2024
Reduced 10.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,116,033
shares
|
$90.8 Million
0.02% of portfolio
|
Q4 2024
Added 15.21%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
1,071,000
shares
|
$87.1 Million
32.61% of portfolio
|
Q2 2023
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,003,641
shares
|
$81.6 Million
0.02% of portfolio
|
Q4 2024
Added 10.42%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 29, 2025 Q4 2024 |
870,551
shares
|
$70.8 Million
2.32% of portfolio
|
Q4 2024
Added 49.9%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
822,154
shares
|
$66.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
796,891
shares
|
$64.8 Million
0.64% of portfolio
|
Q4 2024
Added 3.66%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
686,900
shares
|
$55.9 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
637,248
shares
|
$51.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
617,968
shares
|
$50.3 Million
0.01% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
495,690
shares
|
$40.3 Million
0.03% of portfolio
|
Q4 2024
Added 11.0%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
482,250
shares
|
$39.2 Million
0.39% of portfolio
|
Q4 2024
Added 16449.42%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
474,798
shares
|
$38.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
462,272
shares
|
$37.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
395,297
shares
|
$32.1 Million
17.94% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
389,521
shares
|
$31.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
301,780
shares
|
$24.5 Million
0.01% of portfolio
|
Q3 2024
Added 32.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
268,919
shares
|
$21.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|