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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
798
shares
|
$68,053
0.0% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
781
shares
|
$66,603
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
775
shares
|
$66,092
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
765
shares
|
$65,239
0.0% of portfolio
|
Q2 2025
Reduced 98.9%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
756
shares
|
$64,471
0.02% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
725
shares
|
$61,828
0.03% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
700
shares
|
$59,696
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
700
shares
|
$59,696
0.01% of portfolio
|
Q1 2022
Reduced 25.85%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
686
shares
|
$58,502
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
660
shares
|
$56,284
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Jul 17, 2025 Q2 2025 |
645
shares
|
$55,005
0.03% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
645
shares
|
$55,005
0.01% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
628
shares
|
$53,555
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
604
shares
|
$51,509
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
569
shares
|
$48,524
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
552
shares
|
$47,074
0.04% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
540
shares
|
$46,051
0.02% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
531
shares
|
$45,283
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
514
shares
|
$43,833
0.01% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$42,640
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$42,640
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
430
shares
|
$36,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
426
shares
|
$36,329
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
415
shares
|
$35,391
0.0% of portfolio
|
Q1 2025
Reduced 99.21%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
399
shares
|
$34,026
0.02% of portfolio
|
Q4 2023
New holding
|