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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
3,390
shares
|
$289,099
0.07% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,370
shares
|
$287,393
0.16% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,320
shares
|
$283,129
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,290
shares
|
$280,571
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
3,277
shares
|
$279,462
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,267
shares
|
$278,609
0.0% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
3,225
shares
|
$275,028
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
3,220
shares
|
$274,601
0.2% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
3,207
shares
|
$273,492
0.05% of portfolio
|
Q4 2022
Reduced 65.78%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
3,158
shares
|
$269,314
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
3,134
shares
|
$267,267
0.01% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
3,134
shares
|
$267,267
0.0% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,121
shares
|
$266,158
0.04% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
3,117
shares
|
$265,817
0.14% of portfolio
|
Q1 2025
Reduced 9.15%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
3,112
shares
|
$265,391
0.12% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,112
shares
|
$265,391
0.0% of portfolio
|
Q3 2023
Reduced 1.55%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,109
shares
|
$265,135
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
3,103
shares
|
$264,623
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
2,984
shares
|
$254,475
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
2,952
shares
|
$251,746
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
West Wealth Group, LLC
|
May 05, 2025 Q1 2025 |
2,932
shares
|
$250,040
0.07% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
2,932
shares
|
$250,040
0.07% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,877
shares
|
$245,350
0.09% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
2,842
shares
|
$242,365
0.01% of portfolio
|
Q1 2025
Added 114.81%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,827
shares
|
$241,086
0.06% of portfolio
|
Q1 2025
Reduced 33.87%
|