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 499 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
5,501
shares
|
$441,565
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,479
shares
|
$439,799
0.03% of portfolio
|
Q4 2023
Reduced 13.29%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,476
shares
|
$439,558
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
5,474
shares
|
$439,397
0.04% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
5,445
shares
|
$437,070
0.07% of portfolio
|
Q2 2024
Reduced 48.66%
|
|
|
Old Port Advisors
|
Oct 24, 2024 Q3 2024 |
5,441
shares
|
$436,749
0.12% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
|
E Rn Financial, LLC
|
Oct 15, 2024 Q3 2024 |
5,434
shares
|
$436,187
0.06% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
5,378
shares
|
$431,692
0.02% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
5,243
shares
|
$420,855
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
5,200
shares
|
$417,404
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
5,187
shares
|
$416,360
0.05% of portfolio
|
Q3 2024
Reduced 8.5%
|
|
|
Detalus Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
5,172
shares
|
$415,156
0.14% of portfolio
|
Q3 2024
Added 40.89%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
5,162
shares
|
$414,353
0.07% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
5,160
shares
|
$414,193
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,083
shares
|
$408,012
0.0% of portfolio
|
Q3 2024
Added 264.9%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
5,057
shares
|
$405,925
0.17% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
5,028
shares
|
$403,597
0.02% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,879
shares
|
$391,637
1.06% of portfolio
|
Q2 2022
New holding
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Oct 30, 2024 Q3 2024 |
4,834
shares
|
$388,025
0.31% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Bank Of Stockton
|
Oct 23, 2024 Q3 2024 |
4,700
shares
|
$377,269
0.11% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2024 Q3 2024 |
4,627
shares
|
$371,409
0.02% of portfolio
|
Q3 2024
Reduced 24.23%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
4,556
shares
|
$365,710
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,539
shares
|
$364,345
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
4,535
shares
|
$364,024
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,498
shares
|
$361,054
0.13% of portfolio
|
Q3 2024
Reduced 8.07%
|