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 |
---|---|---|---|---|---|
Orion Capital Management LLC
|
May 10, 2024 Q1 2024 |
4,000
shares
|
$288,240
0.16% of portfolio
|
Q2 2022
Reduced 20.1%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 09, 2024 Q1 2024 |
4,000
shares
|
$288,240
0.06% of portfolio
|
Q1 2023
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
May 10, 2024 Q1 2024 |
4,000
shares
|
$288,240
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
3,967
shares
|
$285,862
0.0% of portfolio
|
Q1 2024
Added 4.56%
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Apr 19, 2024 Q1 2024 |
3,935
shares
|
$283,556
0.21% of portfolio
|
Q4 2023
Reduced 16.38%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,919
shares
|
$282,403
0.02% of portfolio
|
Q3 2022
New holding
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
3,825
shares
|
$275,629
0.0% of portfolio
|
Q4 2023
Reduced 24.32%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Apr 16, 2024 Q1 2024 |
3,822
shares
|
$275,413
0.03% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
Capital Market Strategies LLC
|
Jul 01, 2024 Q2 2024 |
3,800
shares
|
$273,828
0.18% of portfolio
|
Q1 2024
Reduced 12.64%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,790
shares
|
$273,107
0.1% of portfolio
|
Q1 2024
Added 5.13%
|
|
First Heartland Consultants, Inc.
|
May 07, 2024 Q1 2024 |
3,755
shares
|
$270,585
0.03% of portfolio
|
Q1 2024
Added 6.89%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
3,735
shares
|
$269,144
0.02% of portfolio
|
Q1 2024
Reduced 22.49%
|
|
Ifg Advisory, LLC
|
May 06, 2024 Q1 2024 |
3,727
shares
|
$268,567
0.02% of portfolio
|
Q1 2024
New holding
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,702
shares
|
$266,766
0.0% of portfolio
|
Q4 2021
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
3,674
shares
|
$264,748
0.0% of portfolio
|
Q1 2024
Added 0.3%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
3,651
shares
|
$263,091
0.01% of portfolio
|
Q1 2024
Added 22.89%
|
|
Principle Wealth Partners LLC
|
Apr 23, 2024 Q1 2024 |
3,590
shares
|
$258,695
0.02% of portfolio
|
Q3 2023
Reduced 13.08%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
3,544
shares
|
$255,380
0.02% of portfolio
|
Q1 2024
New holding
|
|
West Wealth Group, LLC
|
May 08, 2024 Q1 2024 |
3,542
shares
|
$255,236
0.1% of portfolio
|
Q1 2024
Reduced 30.43%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 12, 2024 Q1 2024 |
3,538
shares
|
$254,948
0.15% of portfolio
|
Q1 2024
Added 0.2%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
3,513
shares
|
$253,146
0.01% of portfolio
|
Q1 2024
Added 0.03%
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2024 Q1 2024 |
3,510
shares
|
$252,930
0.02% of portfolio
|
Q4 2020
New holding
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 24, 2024 Q1 2024 |
3,451
shares
|
$248,679
0.21% of portfolio
|
Q1 2024
Added 0.12%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
3,447
shares
|
$248,390
0.01% of portfolio
|
Q1 2024
Reduced 52.46%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
3,420
shares
|
$246,445
0.09% of portfolio
|
Q1 2024
Added 0.09%
|