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 485 institutions that hold shares in the stock, with a total of 29.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.28 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
37,654
shares
|
$2.88 Million
0.03% of portfolio
|
Q2 2024
Added 1.57%
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 06, 2024 Q2 2024 |
34,900
shares
|
$2.67 Million
0.74% of portfolio
|
Q2 2024
Reduced 4.01%
|
|
Foresight Capital Management Advisors, Inc.
|
Jul 10, 2024 Q2 2024 |
34,886
shares
|
$2.67 Million
1.73% of portfolio
|
Q2 2024
Added 78.2%
|
|
Sykon Capital LLC
Harrison, NY |
Aug 08, 2024 Q2 2024 |
33,974
shares
|
$2.6 Million
0.92% of portfolio
|
Q2 2024
Reduced 20.19%
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 30, 2024 Q2 2024 |
33,639
shares
|
$2.58 Million
0.01% of portfolio
|
Q2 2024
Added 0.66%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
33,594
shares
|
$2.57 Million
0.87% of portfolio
|
Q4 2022
Reduced 98.45%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
33,539
shares
|
$2.57 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Efg Asset Management (Americas) Corp.
|
Aug 06, 2024 Q2 2024 |
33,204
shares
|
$2.54 Million
0.47% of portfolio
|
Q2 2024
Added 53.27%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
32,751
shares
|
$2.51 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.4%
|
|
Focus Wealth Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
32,719
shares
|
$2.5 Million
1.31% of portfolio
|
Q2 2024
Added 0.7%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
31,991
shares
|
$2.45 Million
0.1% of portfolio
|
Q4 2022
Reduced 15.77%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,827
shares
|
$2.36 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
Aletheian Wealth Advisors LLC
|
Jul 26, 2024 Q2 2024 |
30,652
shares
|
$2.35 Million
1.21% of portfolio
|
Q2 2024
Added 14.58%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
30,168
shares
|
$2.31 Million
0.09% of portfolio
|
Q2 2024
Reduced 54.26%
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
29,995
shares
|
$2.3 Million
0.56% of portfolio
|
Q2 2024
Added 14.99%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
29,701
shares
|
$2.27 Million
0.51% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2024 Q4 2023 |
29,296
shares
|
$2.24 Million
2.31% of portfolio
|
Q4 2023
Reduced 4.56%
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
28,437
shares
|
$2.18 Million
0.28% of portfolio
|
Q2 2024
Reduced 7.07%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
28,384
shares
|
$2.17 Million
1.06% of portfolio
|
Q2 2024
Reduced 14.8%
|
|
Powell Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
28,234
shares
|
$2.16 Million
1.06% of portfolio
|
Q2 2024
Reduced 0.83%
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,031
shares
|
$2.15 Million
0.21% of portfolio
|
Q4 2022
Reduced 25.72%
|
|
Axs Investments LLC
Port Chester, NY |
Aug 13, 2024 Q2 2024 |
27,582
shares
|
$2.11 Million
0.58% of portfolio
|
Q1 2024
Reduced 54.68%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
27,123
shares
|
$2.08 Million
0.1% of portfolio
|
Q2 2024
Reduced 7.3%
|
|
First National Corp
|
Jul 12, 2024 Q2 2024 |
27,077
shares
|
$2.07 Million
0.47% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Sculptor Capital LP
New York, NY |
Aug 14, 2024 Q2 2024 |
26,893
shares
|
$2.06 Million
0.07% of portfolio
|
Q2 2024
New holding
|