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 |
|---|---|---|---|---|---|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
634
shares
|
$50,891
0.01% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
570
shares
|
$45,753
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
569
shares
|
$45,673
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
540
shares
|
$43,345
0.02% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 23, 2024 Q2 2024 |
537
shares
|
$43,104
0.03% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
523
shares
|
$41,981
0.01% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
500
shares
|
$40,135
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$40,135
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
466
shares
|
$37,405
0.0% of portfolio
|
Q4 2022
Added 64.08%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
426
shares
|
$34,195
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
399
shares
|
$32,027
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
398
shares
|
$31,947
0.0% of portfolio
|
Q4 2022
Added 623.64%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
383
shares
|
$30,743
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
374
shares
|
$30,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
371
shares
|
$29,780
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
351
shares
|
$28,174
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
349
shares
|
$28,014
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
309
shares
|
$24,803
0.01% of portfolio
|
Q1 2024
Reduced 58.91%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
300
shares
|
$24,081
0.01% of portfolio
|
Q2 2022
Reduced 94.94%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
300
shares
|
$24,081
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
287
shares
|
$23,037
0.0% of portfolio
|
Q3 2024
Added 14250.0%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
281
shares
|
$22,555
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
274
shares
|
$21,993
0.01% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
270
shares
|
$21,672
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
267
shares
|
$21,432
0.0% of portfolio
|
Q1 2022
New holding
|