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 500 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Octavia Wealth Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
30,599
shares
|
$2.2 Million
0.33% of portfolio
|
Q1 2024
Reduced 3.43%
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
May 09, 2024 Q1 2024 |
29,798
shares
|
$2.15 Million
1.62% of portfolio
|
Q1 2024
Reduced 25.67%
|
|
Investors Research Corp
|
May 06, 2024 Q1 2024 |
29,763
shares
|
$2.14 Million
0.52% of portfolio
|
Q1 2024
Reduced 1.71%
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2024 Q4 2023 |
29,296
shares
|
$2.11 Million
2.31% of portfolio
|
Q4 2023
Reduced 4.56%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
29,259
shares
|
$2.11 Million
0.1% of portfolio
|
Q1 2024
Reduced 5.41%
|
|
Powell Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
28,469
shares
|
$2.05 Million
1.11% of portfolio
|
Q1 2024
Added 0.21%
|
|
First National Corp
|
Apr 15, 2024 Q1 2024 |
28,340
shares
|
$2.04 Million
0.5% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,031
shares
|
$2.02 Million
0.21% of portfolio
|
Q4 2022
Reduced 25.72%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
26,885
shares
|
$1.94 Million
0.06% of portfolio
|
Q1 2024
Added 1.11%
|
|
Aletheian Wealth Advisors LLC
|
Apr 15, 2024 Q1 2024 |
26,751
shares
|
$1.93 Million
1.1% of portfolio
|
Q1 2024
Added 11.48%
|
|
Patten Group, Inc.
|
Apr 17, 2024 Q1 2024 |
26,580
shares
|
$1.91 Million
0.49% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
Signature Securities Group Corporation
|
Apr 15, 2024 Q1 2024 |
26,167
shares
|
$1.88 Million
0.54% of portfolio
|
Q1 2024
Reduced 0.75%
|
|
Ignite Planners, LLC
|
Apr 12, 2024 Q1 2024 |
26,085
shares
|
$1.88 Million
0.54% of portfolio
|
Q1 2024
Added 41.6%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
25,639
shares
|
$1.85 Million
0.09% of portfolio
|
Q4 2023
Reduced 32.07%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 15, 2024 Q1 2024 |
25,587
shares
|
$1.84 Million
1.04% of portfolio
|
Q1 2024
Reduced 18.23%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
25,509
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2024
Added 2.44%
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
24,793
shares
|
$1.79 Million
1.96% of portfolio
|
Q3 2023
Reduced 22.75%
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,327
shares
|
$1.75 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,327
shares
|
$1.75 Million
0.33% of portfolio
|
Q4 2022
Reduced 7.31%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,319
shares
|
$1.75 Million
0.07% of portfolio
|
Q2 2020
Added 8.16%
|
|
O'Rourke & Company, Inc
Boston, MA |
Apr 18, 2024 Q1 2024 |
23,586
shares
|
$1.7 Million
1.0% of portfolio
|
Q1 2024
Added 4.3%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
22,435
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.49%
|
|
Wealth Management Resources, Inc.
|
Apr 19, 2024 Q1 2024 |
22,349
shares
|
$1.61 Million
0.46% of portfolio
|
Q1 2024
Reduced 3.46%
|
|
Kraematon Investment Advisors, Inc
|
May 03, 2024 Q1 2024 |
22,342
shares
|
$1.61 Million
1.74% of portfolio
|
Q1 2024
Reduced 4.06%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
22,340
shares
|
$1.61 Million
0.18% of portfolio
|
Q1 2024
Reduced 1.56%
|