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 501 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Calamos Wealth Management LLC
|
May 08, 2024 Q1 2024 |
10,837
shares
|
$780,914
0.05% of portfolio
|
Q1 2024
Reduced 12.86%
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2024 Q1 2024 |
10,687
shares
|
$770,105
0.08% of portfolio
|
Q4 2023
Added 1.69%
|
|
Spectrum Wealth Advisory Group, LLC
|
Apr 18, 2024 Q1 2024 |
10,556
shares
|
$760,665
0.89% of portfolio
|
Q1 2024
Reduced 14.0%
|
|
Rockland Trust CO
|
Apr 11, 2024 Q1 2024 |
9,962
shares
|
$717,861
0.04% of portfolio
|
Q1 2024
Reduced 47.5%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
9,953
shares
|
$717,213
0.02% of portfolio
|
Q1 2024
Added 157.65%
|
|
Brighton Jones LLC
|
May 09, 2024 Q1 2024 |
9,900
shares
|
$713,394
0.03% of portfolio
|
Q3 2023
Reduced 6.65%
|
|
Legacy Financial Group LLC
|
Apr 10, 2024 Q1 2024 |
9,757
shares
|
$703,089
0.14% of portfolio
|
Q1 2024
New holding
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 29, 2024 Q1 2024 |
9,757
shares
|
$703,089
0.65% of portfolio
|
Q1 2024
Added 1.03%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
9,619
shares
|
$693,145
0.04% of portfolio
|
Q1 2024
Reduced 9.85%
|
|
James Investment Research Inc
|
May 01, 2024 Q1 2024 |
9,610
shares
|
$692,496
0.08% of portfolio
|
Q1 2024
Added 159.73%
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,540
shares
|
$687,452
0.4% of portfolio
|
Q1 2022
Reduced 1.04%
|
|
Signal Point Asset Management, LLC
|
Apr 11, 2024 Q1 2024 |
9,527
shares
|
$686,515
0.21% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
Calton & Associates, Inc.
|
Apr 16, 2024 Q1 2024 |
9,263
shares
|
$667,491
0.33% of portfolio
|
Q1 2024
Reduced 7.27%
|
|
Toroso Investments, LLC
Massapequa, NY |
May 15, 2024 Q1 2024 |
9,259
shares
|
$667,203
0.01% of portfolio
|
Q1 2024
Reduced 24.93%
|
|
First Merchants Corp
|
Apr 25, 2024 Q1 2024 |
9,150
shares
|
$659,349
0.05% of portfolio
|
Q2 2023
Reduced 14.08%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
9,068
shares
|
$653,440
0.0% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
8,285
shares
|
$597,017
0.01% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Horst & Graben Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
8,272
shares
|
$596,080
0.13% of portfolio
|
Q1 2024
New holding
|
|
Greenup Street Wealth Management LLC
|
May 06, 2024 Q1 2024 |
8,219
shares
|
$592,261
0.18% of portfolio
|
Q1 2024
New holding
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2024 Q1 2024 |
8,000
shares
|
$576,480
0.52% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
Cap Partners, LLC
Franklin, TN |
Apr 18, 2024 Q1 2024 |
7,758
shares
|
$559,041
0.5% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,695
shares
|
$554,501
0.3% of portfolio
|
Q1 2024
Added 131.08%
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
7,603
shares
|
$547,872
0.06% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 23, 2024 Q1 2024 |
7,586
shares
|
$546,647
0.11% of portfolio
|
Q1 2024
Added 4.87%
|
|
Hb Wealth Management, LLC
|
Apr 30, 2024 Q1 2024 |
7,512
shares
|
$541,314
0.01% of portfolio
|
Q4 2022
Reduced 10.4%
|