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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
55
shares
|
$4,690
0.0% of portfolio
|
Q4 2024
Reduced 86.18%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53
shares
|
$4,519
0.0% of portfolio
|
Q4 2019
Reduced 61.87%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
38
shares
|
$3,240
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
26
shares
|
$2,217
0.0% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
22
shares
|
$1,876
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
11
shares
|
$938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
11
shares
|
$938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
6
shares
|
$511
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
4
shares
|
$341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
3
shares
|
$255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3
shares
|
$255
0.0% of portfolio
|
Q4 2023
Reduced 97.0%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1
shares
|
$85
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|