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 499 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Logan Stone Capital, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
55,637
shares
|
$4.51 Million
1.21% of portfolio
|
Q3 2024
Reduced 26.1%
|
|
|
Florin Court Capital LLP
|
Nov 06, 2024 Q3 2024 |
55,277
shares
|
$4.48 Million
3.55% of portfolio
|
Q3 2024
New holding
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
52,680
shares
|
$4.27 Million
0.85% of portfolio
|
Q2 2023
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
52,071
shares
|
$4.22 Million
1.91% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
51,343
shares
|
$4.16 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 14, 2024 Q3 2024 |
50,881
shares
|
$4.13 Million
1.2% of portfolio
|
Q3 2024
Added 234.37%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
50,516
shares
|
$4.1 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
50,046
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.03%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
48,045
shares
|
$3.9 Million
0.14% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
46,862
shares
|
$3.8 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
46,266
shares
|
$3.75 Million
0.12% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
45,420
shares
|
$3.68 Million
0.34% of portfolio
|
Q3 2024
Added 5181.4%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
43,143
shares
|
$3.5 Million
4.17% of portfolio
|
Q3 2022
Reduced 7.23%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
42,763
shares
|
$3.47 Million
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
42,531
shares
|
$3.45 Million
1.19% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
42,530
shares
|
$3.45 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
42,388
shares
|
$3.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
42,374
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
42,154
shares
|
$3.42 Million
0.04% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
41,868
shares
|
$3.4 Million
0.45% of portfolio
|
Q2 2024
Added 3.1%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
37,814
shares
|
$3.07 Million
0.69% of portfolio
|
Q3 2024
Added 26.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
37,776
shares
|
$3.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 12, 2024 Q3 2024 |
37,745
shares
|
$3.06 Million
1.02% of portfolio
|
Q3 2024
Added 11.1%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
35,946
shares
|
$2.92 Million
0.96% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
35,519
shares
|
$2.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.0%
|