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 546 institutions that hold shares in the stock, with a total of 39 Million shares, which have been reported (via 13F filing form) to have a value of $3.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
123,376
shares
|
$10 Million
0.27% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
122,638
shares
|
$9.97 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Win Advisors, Inc
|
Jan 27, 2025 Q4 2024 |
119,536
shares
|
$9.72 Million
4.63% of portfolio
|
Q4 2024
Added 732.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
117,522
shares
|
$9.56 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
117,343
shares
|
$9.54 Million
2.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
112,493
shares
|
$9.15 Million
1.19% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
112,247
shares
|
$9.13 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Jan 28, 2025 Q4 2024 |
111,625
shares
|
$9.08 Million
1.45% of portfolio
|
Q4 2024
Added 36.35%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
111,520
shares
|
$9.07 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Estate Counselors, LLC
|
Feb 14, 2025 Q4 2024 |
110,572
shares
|
$8.99 Million
2.38% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2024 Q3 2024 |
109,796
shares
|
$8.93 Million
6.16% of portfolio
|
Q3 2024
Reduced 60.19%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
109,740
shares
|
$8.92 Million
0.47% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Petix & Botte CO
|
Jan 21, 2025 Q4 2024 |
106,089
shares
|
$8.63 Million
2.22% of portfolio
|
Q4 2024
Reduced 21.91%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
105,439
shares
|
$8.57 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
100,964
shares
|
$8.21 Million
4.74% of portfolio
|
Q4 2024
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
100,940
shares
|
$8.21 Million
4.28% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
99,605
shares
|
$8.1 Million
2.37% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
98,546
shares
|
$8.01 Million
0.07% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Act Advisors, Llc.
|
Jan 13, 2025 Q4 2024 |
98,092
shares
|
$7.98 Million
4.22% of portfolio
|
Q4 2024
Reduced 53.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
97,741
shares
|
$7.95 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Mackay Shields LLC
|
Feb 03, 2025 Q4 2024 |
93,907
shares
|
$7.64 Million
1.47% of portfolio
|
Q4 2024
New holding
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
93,406
shares
|
$7.6 Million
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Florin Court Capital LLP
|
Feb 03, 2025 Q4 2024 |
93,277
shares
|
$7.59 Million
7.89% of portfolio
|
Q4 2024
Added 68.74%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
91,192
shares
|
$7.42 Million
0.33% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
86,714
shares
|
$7.05 Million
0.02% of portfolio
|
Q4 2024
Added 833.51%
|