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 |
---|---|---|---|---|---|
Level Four Advisory Services, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
4,799
shares
|
$345,815
0.02% of portfolio
|
Q4 2023
Reduced 4.5%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 10, 2024 Q1 2024 |
4,714
shares
|
$339,690
0.22% of portfolio
|
Q1 2024
Reduced 33.32%
|
|
Bank Of Stockton
|
Apr 22, 2024 Q1 2024 |
4,700
shares
|
$338,682
0.11% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
Focused Wealth Management, Inc
|
May 08, 2024 Q1 2024 |
4,651
shares
|
$335,151
0.05% of portfolio
|
Q1 2024
Reduced 5.49%
|
|
Frontier Asset Management, LLC
Sheridan, WY |
May 14, 2024 Q1 2024 |
4,646
shares
|
$334,790
0.14% of portfolio
|
Q1 2024
Added 5.09%
|
|
Geller Advisors LLC
New York, NY |
May 14, 2024 Q1 2024 |
4,646
shares
|
$334,790
0.03% of portfolio
|
Q1 2024
Added 1.15%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
4,597
shares
|
$331,259
0.0% of portfolio
|
Q1 2024
Added 17.6%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 11, 2024 Q1 2024 |
4,546
shares
|
$327,584
0.03% of portfolio
|
Q1 2024
Added 2.71%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
4,465
shares
|
$321,747
0.01% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Apr 30, 2024 Q1 2024 |
4,460
shares
|
$321,387
0.3% of portfolio
|
Q4 2023
New holding
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
4,425
shares
|
$318,865
0.01% of portfolio
|
Q1 2024
Added 10.35%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
4,385
shares
|
$315,983
0.0% of portfolio
|
Q1 2024
Reduced 54.87%
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
May 06, 2024 Q1 2024 |
4,325
shares
|
$311,659
0.26% of portfolio
|
Q1 2024
Added 0.02%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
4,280
shares
|
$308,416
0.0% of portfolio
|
Q1 2024
Added 34.85%
|
|
Detalus Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
4,272
shares
|
$307,840
0.12% of portfolio
|
Q1 2024
New holding
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
4,244
shares
|
$305,822
0.06% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
4,231
shares
|
$304,885
0.08% of portfolio
|
Q1 2024
Added 0.09%
|
|
Embree Financial Group
Chicago, IL |
May 03, 2024 Q1 2024 |
4,209
shares
|
$303,300
0.06% of portfolio
|
Q1 2024
New holding
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
4,137
shares
|
$298,112
0.02% of portfolio
|
Q1 2024
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
4,125
shares
|
$297,247
0.0% of portfolio
|
Q1 2024
Reduced 77.89%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
4,119
shares
|
$296,815
0.03% of portfolio
|
Q4 2023
Added 1.85%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
4,092
shares
|
$294,869
0.03% of portfolio
|
Q1 2024
Reduced 2.71%
|
|
Smith Chas P & Associates Pa Cpas
|
Apr 25, 2024 Q1 2024 |
4,034
shares
|
$290,690
0.02% of portfolio
|
Q1 2024
New holding
|
|
Kathleen S. Wright Associates Inc.
|
Apr 17, 2024 Q1 2024 |
4,028
shares
|
$290,257
0.14% of portfolio
|
Q1 2024
Added 434.93%
|
|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
4,000
shares
|
$288,240
0.16% of portfolio
|
Q2 2022
Reduced 20.1%
|