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 500 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
106
shares
|
$7,633
0.0% of portfolio
|
Q4 2023
Reduced 17.19%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
95
shares
|
$6,840
0.0% of portfolio
|
Q3 2020
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
95
shares
|
$6,840
0.0% of portfolio
|
Q1 2023
New holding
|
|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
80
shares
|
$5,760
0.0% of portfolio
|
Q4 2023
Added 7900.0%
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
73
shares
|
$5,256
0.0% of portfolio
|
Q3 2023
New holding
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$5,040
0.0% of portfolio
|
Q2 2023
New holding
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 23, 2024 Q1 2024 |
68
shares
|
$4,896
0.0% of portfolio
|
Q1 2024
New holding
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
65
shares
|
$4,680
0.0% of portfolio
|
Q2 2019
Reduced 82.8%
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
61
shares
|
$4,392
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53
shares
|
$3,816
0.0% of portfolio
|
Q4 2019
Reduced 61.87%
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
37
shares
|
$2,664
0.0% of portfolio
|
Q2 2023
Added 131.25%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
May 06, 2024 Q1 2024 |
36
shares
|
$2,592
0.0% of portfolio
|
Q1 2024
Reduced 26.53%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
22
shares
|
$1,584
0.0% of portfolio
|
Q1 2024
Reduced 31.25%
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Jun 21, 2024 Q1 2024 |
22
shares
|
$1,584
0.0% of portfolio
|
Q4 2023
New holding
|
|
Toth Financial Advisory Corp
|
Apr 16, 2024 Q1 2024 |
22
shares
|
$1,584
0.0% of portfolio
|
Q4 2017
New holding
|
|
Values First Advisors, Inc.
|
Apr 23, 2024 Q1 2024 |
16
shares
|
$1,152
0.0% of portfolio
|
Q4 2023
Reduced 99.88%
|
|
Farmers & Merchants Investments Inc
|
Apr 18, 2024 Q1 2024 |
10
shares
|
$720
0.0% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
3
shares
|
$216
0.0% of portfolio
|
Q4 2023
Reduced 97.0%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
1
shares
|
$72
0.0% of portfolio
|
Q3 2023
New holding
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
May 17, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|