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 $2.28 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
162
shares
|
$12,401
0.02% of portfolio
|
Q2 2022
Reduced 71.28%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
150
shares
|
$11,482
0.0% of portfolio
|
Q4 2023
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
150
shares
|
$11,482
0.01% of portfolio
|
Q2 2023
New holding
|
|
Values First Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
131
shares
|
$10,028
0.01% of portfolio
|
Q2 2024
Added 718.75%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
130
shares
|
$9,951
0.0% of portfolio
|
Q1 2024
New holding
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 11, 2024 Q2 2024 |
122
shares
|
$9,339
0.0% of portfolio
|
Q3 2023
New holding
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
104
shares
|
$7,961
0.0% of portfolio
|
Q2 2024
Reduced 91.54%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
97
shares
|
$7,425
0.0% of portfolio
|
Q2 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
95
shares
|
$7,272
0.0% of portfolio
|
Q1 2023
New holding
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
95
shares
|
$7,272
0.0% of portfolio
|
Q3 2020
New holding
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
79
shares
|
$6,047
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$5,358
0.0% of portfolio
|
Q2 2023
New holding
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
68
shares
|
$5,205
0.0% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
Tsfg, LLC
|
Jul 16, 2024 Q2 2024 |
65
shares
|
$4,975
0.0% of portfolio
|
Q2 2019
Reduced 82.8%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
63
shares
|
$4,822
0.0% of portfolio
|
Q2 2024
Reduced 62.94%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
61
shares
|
$4,669
0.0% of portfolio
|
Q1 2024
New holding
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
57
shares
|
$4,363
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53
shares
|
$4,057
0.0% of portfolio
|
Q4 2019
Reduced 61.87%
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
52
shares
|
$3,980
0.0% of portfolio
|
Q2 2024
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
37
shares
|
$2,832
0.0% of portfolio
|
Q2 2023
Added 131.25%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Aug 07, 2024 Q2 2024 |
26
shares
|
$1,990
0.0% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
24
shares
|
$1,837
0.0% of portfolio
|
Q2 2024
Reduced 79.13%
|
|
Toth Financial Advisory Corp
|
Jul 16, 2024 Q2 2024 |
22
shares
|
$1,684
0.0% of portfolio
|
Q4 2017
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
22
shares
|
$1,684
0.0% of portfolio
|
Q4 2023
New holding
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
22
shares
|
$1,684
0.0% of portfolio
|
Q1 2024
Reduced 31.25%
|