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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
112,000
shares
|
$9.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 34.43%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
111,303
shares
|
$9.49 Million
0.18% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
110,856
shares
|
$9.45 Million
0.51% of portfolio
|
Q2 2025
Added 3.62%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
109,987
shares
|
$9.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
107,753
shares
|
$9.19 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
105,677
shares
|
$9.01 Million
0.03% of portfolio
|
Q1 2025
Reduced 51.72%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
104,643
shares
|
$8.92 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.69%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
102,681
shares
|
$8.76 Million
4.81% of portfolio
|
Q1 2025
Added 1.7%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
98,933
shares
|
$8.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 47.79%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
95,693
shares
|
$8.16 Million
0.11% of portfolio
|
Q1 2025
Reduced 9.24%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
95,318
shares
|
$8.13 Million
1.98% of portfolio
|
Q1 2025
Reduced 10.15%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
93,904
shares
|
$8.01 Million
2.3% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
92,123
shares
|
$7.86 Million
0.03% of portfolio
|
Q1 2025
Added 6.24%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
91,023
shares
|
$7.76 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
May 20, 2025 Q1 2025 |
85,335
shares
|
$7.28 Million
0.81% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,603
shares
|
$7.13 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
76,162
shares
|
$6.5 Million
5.06% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
75,537
shares
|
$6.44 Million
0.01% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Archetype Wealth Partners
Houston, TX |
May 14, 2025 Q1 2025 |
73,677
shares
|
$6.28 Million
0.83% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
73,673
shares
|
$6.28 Million
3.58% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
72,844
shares
|
$6.21 Million
0.27% of portfolio
|
Q2 2025
Added 117.97%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
69,563
shares
|
$5.93 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.32%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
68,576
shares
|
$5.85 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.28%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
66,154
shares
|
$5.64 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
58,258
shares
|
$4.97 Million
1.93% of portfolio
|
Q2 2025
Added 60.19%
|