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 |
---|---|---|---|---|---|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
124,357
shares
|
$8.95 Million
0.02% of portfolio
|
Q1 2024
Reduced 19.98%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
124,356
shares
|
$8.95 Million
0.14% of portfolio
|
Q1 2024
Added 2.6%
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
121,951
shares
|
$8.78 Million
0.58% of portfolio
|
Q1 2024
Added 10.07%
|
|
Amg National Trust Bank
|
May 06, 2024 Q1 2024 |
120,414
shares
|
$8.67 Million
0.26% of portfolio
|
Q1 2024
Added 10.45%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
119,900
shares
|
$8.63 Million
0.01% of portfolio
|
Q1 2024
Reduced 35.92%
|
|
Ntv Asset Management LLC
|
May 07, 2024 Q1 2024 |
115,586
shares
|
$8.32 Million
1.31% of portfolio
|
Q1 2024
Reduced 2.58%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
115,207
shares
|
$8.3 Million
0.14% of portfolio
|
Q1 2024
Added 0.39%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
113,704
shares
|
$8.19 Million
0.01% of portfolio
|
Q1 2024
Added 0.51%
|
|
Fsc Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
112,814
shares
|
$8.12 Million
5.85% of portfolio
|
Q1 2024
Reduced 2.72%
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2024 Q1 2024 |
106,765
shares
|
$7.69 Million
6.43% of portfolio
|
Q1 2024
New holding
|
|
Windsor Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
99,848
shares
|
$7.19 Million
2.34% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
98,936
shares
|
$7.12 Million
0.12% of portfolio
|
Q1 2024
Added 8.64%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
98,400
shares
|
$7.09 Million
0.02% of portfolio
|
Q1 2024
Added 762.86%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
95,943
shares
|
$6.91 Million
0.0% of portfolio
|
Q1 2024
Added 8.49%
|
|
Fil LTD
Hamilton, D0 |
May 13, 2024 Q1 2024 |
92,126
shares
|
$6.63 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
91,097
shares
|
$6.56 Million
0.1% of portfolio
|
Q1 2024
Reduced 26.74%
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
May 14, 2024 Q1 2024 |
90,150
shares
|
$6.49 Million
0.02% of portfolio
|
Q1 2024
Reduced 56.49%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
88,295
shares
|
$6.36 Million
0.05% of portfolio
|
Q1 2024
Reduced 12.35%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
87,687
shares
|
$6.31 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.98%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
85,445
shares
|
$6.15 Million
0.0% of portfolio
|
Q1 2024
Added 999.82%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
83,365
shares
|
$6 Million
0.0% of portfolio
|
Q1 2024
Added 8.03%
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 30, 2024 Q1 2024 |
81,267
shares
|
$5.85 Million
3.66% of portfolio
|
Q1 2024
Added 0.2%
|
|
Bts Asset Management, Inc.
|
Apr 22, 2024 Q1 2024 |
77,813
shares
|
$5.6 Million
4.71% of portfolio
|
Q1 2024
Reduced 9.75%
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
73,866
shares
|
$5.32 Million
2.08% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
73,856
shares
|
$5.32 Million
0.14% of portfolio
|
Q1 2024
Added 3.53%
|