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 |
|---|---|---|---|---|---|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
51,481
shares
|
$4.19 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
51,347
shares
|
$4.18 Million
0.29% of portfolio
|
Q4 2024
Reduced 84.45%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Feb 06, 2025 Q4 2024 |
51,338
shares
|
$4.17 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Feb 11, 2025 Q4 2024 |
50,921
shares
|
$4.14 Million
3.49% of portfolio
|
Q4 2024
Added 97825.0%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
50,883
shares
|
$4.14 Million
0.01% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
49,689
shares
|
$4.04 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Feb 11, 2025 Q4 2024 |
49,593
shares
|
$4.03 Million
1.33% of portfolio
|
Q4 2024
Added 31.39%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
48,641
shares
|
$3.96 Million
0.14% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
46,893
shares
|
$3.81 Million
0.13% of portfolio
|
Q4 2024
Reduced 7.17%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
46,431
shares
|
$3.78 Million
0.13% of portfolio
|
Q4 2024
Added 0.36%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
45,738
shares
|
$3.72 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
43,143
shares
|
$3.51 Million
4.17% of portfolio
|
Q3 2022
Reduced 7.23%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
42,982
shares
|
$3.5 Million
0.02% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
42,801
shares
|
$3.48 Million
0.0% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
42,530
shares
|
$3.46 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
42,037
shares
|
$3.42 Million
0.07% of portfolio
|
Q4 2024
Added 502.25%
|
|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
41,911
shares
|
$3.41 Million
0.46% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
41,095
shares
|
$3.34 Million
1.17% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,923
shares
|
$3.33 Million
0.01% of portfolio
|
Q4 2024
Added 362.15%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
38,762
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
38,601
shares
|
$3.14 Million
0.01% of portfolio
|
Q4 2024
Reduced 53.66%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
38,178
shares
|
$3.1 Million
0.77% of portfolio
|
Q4 2024
Reduced 18.53%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
38,092
shares
|
$3.1 Million
0.68% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
34,688
shares
|
$2.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
34,678
shares
|
$2.82 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.2%
|