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 485 institutions that hold shares in the stock, with a total of 29.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Robbins Farley LLC
Manchester, NH |
Jul 16, 2024 Q2 2024 |
631
shares
|
$48,252
0.02% of portfolio
|
Q2 2024
Reduced 14.03%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
621
shares
|
$47,487
0.02% of portfolio
|
Q1 2024
Added 15.0%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
601
shares
|
$45,958
0.01% of portfolio
|
Q2 2024
Reduced 22.75%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
570
shares
|
$43,587
0.0% of portfolio
|
Q3 2023
New holding
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
569
shares
|
$43,511
0.0% of portfolio
|
Q4 2020
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
568
shares
|
$43,434
0.0% of portfolio
|
Q2 2023
Reduced 74.87%
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
537
shares
|
$41,064
0.03% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
520
shares
|
$39,764
0.01% of portfolio
|
Q2 2024
Added 0.39%
|
|
Hall Laurie J Trustee
|
Jul 22, 2024 Q2 2024 |
500
shares
|
$38,235
0.01% of portfolio
|
Q2 2017
New holding
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
466
shares
|
$35,635
0.0% of portfolio
|
Q4 2022
Added 64.08%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
426
shares
|
$32,576
0.01% of portfolio
|
Q4 2022
New holding
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 16, 2024 Q2 2024 |
400
shares
|
$30,588
0.01% of portfolio
|
Q2 2024
Reduced 55.56%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
399
shares
|
$30,511
0.02% of portfolio
|
Q4 2023
New holding
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
398
shares
|
$30,435
0.0% of portfolio
|
Q4 2022
Added 623.64%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 08, 2024 Q2 2024 |
391
shares
|
$29,899
0.0% of portfolio
|
Q2 2024
Added 2.09%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
384
shares
|
$29,364
0.0% of portfolio
|
Q4 2023
Reduced 7.47%
|
|
First Pacific Financial
|
Jul 19, 2024 Q2 2024 |
371
shares
|
$28,370
0.01% of portfolio
|
Q1 2024
New holding
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jul 24, 2024 Q2 2024 |
351
shares
|
$26,840
0.01% of portfolio
|
Q4 2022
New holding
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
349
shares
|
$26,688
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
309
shares
|
$23,629
0.01% of portfolio
|
Q1 2024
Reduced 58.91%
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
300
shares
|
$22,941
0.02% of portfolio
|
Q4 2023
New holding
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
300
shares
|
$22,941
0.01% of portfolio
|
Q2 2022
Reduced 94.94%
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
283
shares
|
$21,641
0.0% of portfolio
|
Q1 2024
Reduced 88.75%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
281
shares
|
$21,488
0.01% of portfolio
|
Q2 2024
New holding
|
|
Tradewinds Capital Management, LLC
|
Jul 17, 2024 Q2 2024 |
274
shares
|
$20,952
0.01% of portfolio
|
Q1 2024
Reduced 15.95%
|