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 |
|---|---|---|---|---|---|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$17,056
0.0% of portfolio
|
Q3 2020
Added 14.29%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
200
shares
|
$17,056
0.0% of portfolio
|
Q2 2025
Reduced 95.32%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$16,885
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
189
shares
|
$16,117
0.0% of portfolio
|
Q1 2025
Added 6.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
175
shares
|
$14,924
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
173
shares
|
$14,753
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
165
shares
|
$14,071
0.01% of portfolio
|
Q4 2018
Reduced 50.6%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
162
shares
|
$13,815
0.02% of portfolio
|
Q2 2022
Reduced 71.28%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
130
shares
|
$11,086
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
122
shares
|
$10,404
0.01% of portfolio
|
Q2 2025
Reduced 47.19%
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
115
shares
|
$9,807
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
110
shares
|
$9,380
0.0% of portfolio
|
Q4 2024
Reduced 85.14%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
106
shares
|
$9,039
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
100
shares
|
$8,528
0.0% of portfolio
|
Q3 2024
Reduced 99.56%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
100
shares
|
$8,528
0.0% of portfolio
|
Q3 2024
Reduced 60.94%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
97
shares
|
$8,272
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
96
shares
|
$8,186
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
94
shares
|
$8,016
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
80
shares
|
$6,822
0.0% of portfolio
|
Q1 2025
Reduced 99.91%
|
|
|
Pflug Koory, LLC
|
Jul 21, 2025 Q2 2025 |
77
shares
|
$6,566
0.0% of portfolio
|
Q1 2025
Reduced 61.88%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$5,969
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
68
shares
|
$5,799
0.0% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
67
shares
|
$5,713
0.0% of portfolio
|
Q2 2025
Reduced 59.88%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
65
shares
|
$5,543
0.0% of portfolio
|
Q2 2019
Reduced 82.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
62
shares
|
$5,287
0.0% of portfolio
|
Q3 2024
Added 1.64%
|