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 |
|---|---|---|---|---|---|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
4,700
shares
|
$400,816
0.12% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
4,690
shares
|
$399,963
0.02% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
4,578
shares
|
$390,411
0.02% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
4,556
shares
|
$388,535
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2025 Q1 2025 |
4,460
shares
|
$380,348
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
4,361
shares
|
$371,906
0.0% of portfolio
|
Q4 2024
Reduced 26.59%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,299
shares
|
$366,618
0.11% of portfolio
|
Q2 2025
Reduced 32.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,292
shares
|
$366,021
0.01% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,273
shares
|
$364,401
0.19% of portfolio
|
Q2 2025
Reduced 5.0%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Apr 22, 2025 Q1 2025 |
4,230
shares
|
$360,734
0.32% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
4,222
shares
|
$360,052
0.15% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
4,209
shares
|
$358,943
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
4,171
shares
|
$355,702
0.02% of portfolio
|
Q1 2025
Added 8.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,126
shares
|
$351,865
0.0% of portfolio
|
Q2 2025
Reduced 4.6%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
4,113
shares
|
$350,756
0.03% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,075
shares
|
$347,516
0.01% of portfolio
|
Q1 2025
Reduced 14.1%
|
|
|
Seldon Capital LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,068
shares
|
$346,919
0.26% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,049
shares
|
$345,298
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
4,010
shares
|
$341,972
0.01% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
4,008
shares
|
$341,802
0.02% of portfolio
|
Q1 2025
Reduced 61.77%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
4,000
shares
|
$341,120
0.13% of portfolio
|
Q2 2022
Reduced 20.1%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
4,000
shares
|
$341,120
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
4,000
shares
|
$341,120
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
4,000
shares
|
$341,120
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
3,950
shares
|
$336,856
0.04% of portfolio
|
Q1 2025
Reduced 57.56%
|