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 519 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 $2.89 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
|
$22.1 Million
11.79% of portfolio
|
Q3 2023
Added 2.53%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
241,683
shares
|
$20.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
239,479
shares
|
$20.4 Million
0.03% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
225,041
shares
|
$19.2 Million
14.01% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
224,733
shares
|
$19.2 Million
2.47% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
215,552
shares
|
$18.4 Million
0.16% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
215,192
shares
|
$18.4 Million
0.04% of portfolio
|
Q4 2024
Added 44.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
205,107
shares
|
$17.5 Million
0.03% of portfolio
|
Q2 2025
Added 43.1%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
201,420
shares
|
$17.2 Million
0.73% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
192,673
shares
|
$16.4 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
|
$16.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Florin Court Capital LLP
|
May 12, 2025 Q1 2025 |
160,977
shares
|
$13.7 Million
13.03% of portfolio
|
Q1 2025
Added 72.58%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
156,413
shares
|
$13.3 Million
0.03% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
143,341
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.42%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
141,916
shares
|
$12.1 Million
3.08% of portfolio
|
Q1 2025
Added 2.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
135,493
shares
|
$11.6 Million
0.36% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
126,230
shares
|
$10.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
125,586
shares
|
$10.7 Million
0.15% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Fsc Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
123,101
shares
|
$10.5 Million
6.29% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
123,072
shares
|
$10.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
121,562
shares
|
$10.4 Million
2.59% of portfolio
|
Q1 2025
Added 9.94%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
120,671
shares
|
$10.3 Million
2.32% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
119,261
shares
|
$10.2 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.64%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
117,854
shares
|
$10.1 Million
0.12% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
114,878
shares
|
$9.8 Million
4.43% of portfolio
|
Q2 2025
Added 11.28%
|