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 |
|---|---|---|---|---|---|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
258,653
shares
|
$22.9 Million
11.79% of portfolio
|
Q3 2023
Added 2.53%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
241,942
shares
|
$21.4 Million
0.03% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
239,479
shares
|
$21.2 Million
0.03% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
230,973
shares
|
$20.4 Million
2.46% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
222,502
shares
|
$19.7 Million
10.64% of portfolio
|
Q2 2025
Reduced 1.13%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
212,700
shares
|
$18.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 63.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
211,069
shares
|
$18.7 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
205,107
shares
|
$18.1 Million
0.03% of portfolio
|
Q2 2025
Added 43.1%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
200,274
shares
|
$17.7 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
192,673
shares
|
$17 Million
1.41% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,801
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
187,070
shares
|
$16.5 Million
0.02% of portfolio
|
Q2 2025
Added 30.51%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
184,095
shares
|
$16.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 14.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
182,343
shares
|
$16.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.05%
|
|
|
Florin Court Capital LLP
|
Aug 06, 2025 Q2 2025 |
169,695
shares
|
$15 Million
14.89% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
156,413
shares
|
$13.8 Million
0.03% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
143,998
shares
|
$12.7 Million
0.15% of portfolio
|
Q2 2025
Added 22.18%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
143,546
shares
|
$12.7 Million
3.18% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
133,952
shares
|
$11.8 Million
0.15% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
130,801
shares
|
$11.6 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
124,251
shares
|
$11 Million
0.07% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Fsc Wealth Advisors, LLC
|
Sep 02, 2025 Q2 2025 |
123,569
shares
|
$10.9 Million
6.52% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
122,431
shares
|
$10.8 Million
2.46% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
114,878
shares
|
$10.2 Million
4.43% of portfolio
|
Q2 2025
Added 11.28%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
114,047
shares
|
$10.1 Million
0.25% of portfolio
|
Q2 2025
Reduced 7.33%
|