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 533 institutions that hold shares in the stock, with a total of 34.4 Million shares, which have been reported (via 13F filing form) to have a value of $3.05 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hms Capital Management, LLC
|
Jul 07, 2025 Q2 2025 |
58,258
shares
|
$5.15 Million
1.93% of portfolio
|
Q2 2025
Added 60.19%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
55,045
shares
|
$4.87 Million
1.07% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
54,388
shares
|
$4.81 Million
0.01% of portfolio
|
Q2 2025
Added 4.44%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
54,322
shares
|
$4.8 Million
2.61% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
54,196
shares
|
$4.79 Million
1.24% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
53,880
shares
|
$4.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
53,284
shares
|
$4.71 Million
0.01% of portfolio
|
Q2 2025
Added 95.7%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
52,680
shares
|
$4.66 Million
0.85% of portfolio
|
Q2 2023
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
50,875
shares
|
$4.5 Million
0.0% of portfolio
|
Q2 2025
Added 13.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
50,337
shares
|
$4.45 Million
0.02% of portfolio
|
Q2 2025
Added 374.07%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Aug 05, 2025 Q2 2025 |
49,246
shares
|
$4.35 Million
1.96% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
48,459
shares
|
$4.29 Million
0.1% of portfolio
|
Q2 2025
Added 17.52%
|
|
|
Quadrature Capital LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
47,934
shares
|
$4.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 82.54%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
47,743
shares
|
$4.22 Million
2.02% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
46,708
shares
|
$4.13 Million
0.12% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
46,478
shares
|
$4.11 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
46,415
shares
|
$4.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.6%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
46,126
shares
|
$4.08 Million
0.65% of portfolio
|
Q2 2025
Added 605.07%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
45,537
shares
|
$4.03 Million
1.37% of portfolio
|
Q2 2025
New holding
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
45,022
shares
|
$3.98 Million
1.1% of portfolio
|
Q2 2025
Reduced 47.24%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
44,377
shares
|
$3.92 Million
0.07% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
43,267
shares
|
$3.83 Million
0.5% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
43,143
shares
|
$3.82 Million
4.17% of portfolio
|
Q3 2022
Reduced 7.23%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
42,530
shares
|
$3.76 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,449
shares
|
$3.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 66.92%
|