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 526 institutions that hold shares in the stock, with a total of 33.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
70
shares
|
$5,632
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
68
shares
|
$5,471
0.0% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
66
shares
|
$5,310
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
65
shares
|
$5,229
0.0% of portfolio
|
Q2 2019
Reduced 82.8%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
62
shares
|
$4,988
0.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
61
shares
|
$4,908
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
53
shares
|
$4,264
0.0% of portfolio
|
Q4 2019
Reduced 61.87%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
52
shares
|
$4,183
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
38
shares
|
$3,057
0.0% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
26
shares
|
$2,091
0.0% of portfolio
|
Q2 2024
Reduced 27.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
22
shares
|
$1,770
0.0% of portfolio
|
Q1 2024
Reduced 31.25%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
22
shares
|
$1,770
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
20
shares
|
$1,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
16
shares
|
$1,287
0.0% of portfolio
|
Q3 2024
Reduced 87.79%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
16
shares
|
$1,287
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
6
shares
|
$482
0.0% of portfolio
|
Q2 2024
Reduced 96.86%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6
shares
|
$482
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
4
shares
|
$321
0.0% of portfolio
|
Q3 2024
Reduced 96.15%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
4
shares
|
$321
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3
shares
|
$241
0.0% of portfolio
|
Q4 2023
Reduced 97.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$160
0.02% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1
shares
|
$80
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|