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 533 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
531
shares
|
$46,956
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
518
shares
|
$45,806
0.0% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
514
shares
|
$45,453
0.01% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$44,215
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$44,215
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
430
shares
|
$38,024
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
426
shares
|
$37,671
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
400
shares
|
$35,372
0.0% of portfolio
|
Q2 2025
Reduced 3.61%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
399
shares
|
$35,283
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
374
shares
|
$33,072
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
353
shares
|
$31,215
0.0% of portfolio
|
Q2 2025
Added 24.3%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
351
shares
|
$31,038
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
351
shares
|
$31,038
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
337
shares
|
$29,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
328
shares
|
$29,005
0.01% of portfolio
|
Q2 2025
Reduced 11.59%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
321
shares
|
$28,386
0.03% of portfolio
|
Q1 2025
Reduced 40.56%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
309
shares
|
$27,324
0.01% of portfolio
|
Q1 2024
Reduced 58.91%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
309
shares
|
$27,324
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
303
shares
|
$26,794
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
300
shares
|
$26,529
0.01% of portfolio
|
Q2 2022
Reduced 94.94%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
300
shares
|
$26,529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
300
shares
|
$26,529
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
292
shares
|
$25,821
0.02% of portfolio
|
Q2 2025
Reduced 9.6%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
284
shares
|
$25,114
0.0% of portfolio
|
Q1 2025
Added 1320.0%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
274
shares
|
$24,229
0.01% of portfolio
|
Q1 2024
Reduced 15.95%
|