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 |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,895
shares
|
$312,651
0.0% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,814
shares
|
$306,149
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,790
shares
|
$304,223
0.1% of portfolio
|
Q1 2024
Added 5.13%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
3,746
shares
|
$300,691
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,702
shares
|
$297,159
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
3,700
shares
|
$296,999
0.03% of portfolio
|
Q3 2024
Reduced 61.5%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
3,690
shares
|
$296,196
0.02% of portfolio
|
Q3 2024
Reduced 8.96%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
3,686
shares
|
$295,875
0.04% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
3,680
shares
|
$295,393
0.18% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
3,675
shares
|
$294,992
0.02% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Principle Wealth Partners LLC
|
Nov 13, 2024 Q3 2024 |
3,590
shares
|
$288,169
0.02% of portfolio
|
Q3 2023
Reduced 13.08%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
3,550
shares
|
$284,958
0.01% of portfolio
|
Q3 2024
Reduced 29.24%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
3,510
shares
|
$281,747
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
3,448
shares
|
$276,770
0.01% of portfolio
|
Q3 2024
Reduced 26.42%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 15, 2024 Q3 2024 |
3,425
shares
|
$274,924
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
3,390
shares
|
$272,115
0.06% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,370
shares
|
$270,509
0.14% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
3,274
shares
|
$262,803
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
3,274
shares
|
$262,803
0.2% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,273
shares
|
$262,723
0.0% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
3,263
shares
|
$261,921
0.0% of portfolio
|
Q3 2024
Added 9.87%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,251
shares
|
$260,957
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
3,230
shares
|
$259,272
0.05% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
3,225
shares
|
$258,870
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
3,207
shares
|
$257,425
0.05% of portfolio
|
Q4 2022
Reduced 65.78%
|