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 520 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 $2.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
5,652
shares
|
$482,002
0.01% of portfolio
|
Q1 2025
Reduced 23.04%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,625
shares
|
$479,700
0.02% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
5,597
shares
|
$477,312
0.1% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
5,591
shares
|
$476,800
0.19% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
5,512
shares
|
$470,063
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
5,501
shares
|
$469,125
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
5,501
shares
|
$469,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
5,501
shares
|
$469,125
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,479
shares
|
$467,249
0.03% of portfolio
|
Q4 2023
Reduced 13.29%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,458
shares
|
$465,458
0.01% of portfolio
|
Q1 2025
Reduced 23.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
5,410
shares
|
$461,364
0.07% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
5,401
shares
|
$460,597
0.05% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
5,273
shares
|
$449,681
0.01% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,226
shares
|
$445,673
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
5,182
shares
|
$441,920
0.04% of portfolio
|
Q2 2025
Added 45.32%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
5,168
shares
|
$440,727
0.07% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Apr 24, 2025 Q1 2025 |
5,128
shares
|
$437,315
0.26% of portfolio
|
Q1 2025
Added 18.29%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
5,109
shares
|
$435,695
0.03% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,879
shares
|
$416,081
1.06% of portfolio
|
Q2 2022
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
May 08, 2025 Q1 2025 |
4,837
shares
|
$412,499
0.04% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
4,805
shares
|
$409,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
4,799
shares
|
$409,258
0.0% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
4,792
shares
|
$408,661
0.02% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Old Port Advisors
|
Jul 16, 2025 Q2 2025 |
4,713
shares
|
$401,924
0.11% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
4,713
shares
|
$401,924
0.38% of portfolio
|
Q4 2024
Reduced 2.5%
|