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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
34,109
shares
|
$2.77 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
33,902
shares
|
$2.76 Million
0.94% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,685
shares
|
$2.74 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
33,594
shares
|
$2.73 Million
0.87% of portfolio
|
Q4 2022
Reduced 98.45%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
33,115
shares
|
$2.69 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
32,877
shares
|
$2.67 Million
0.01% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
32,332
shares
|
$2.63 Million
1.84% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
31,900
shares
|
$2.59 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
31,851
shares
|
$2.59 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
31,014
shares
|
$2.52 Million
0.01% of portfolio
|
Q4 2024
Added 29.84%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,827
shares
|
$2.51 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Feb 14, 2025 Q4 2024 |
30,150
shares
|
$2.45 Million
1.45% of portfolio
|
Q4 2024
Reduced 1.67%
|
|
|
Efg Asset Management (Americas) Corp.
|
Feb 06, 2025 Q4 2024 |
29,765
shares
|
$2.42 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
First National Corp
|
Jan 29, 2025 Q4 2024 |
29,575
shares
|
$2.41 Million
0.55% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
State Of Tennessee, Treasury Department
Nashville, TN |
Feb 13, 2025 Q4 2024 |
29,338
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
28,856
shares
|
$2.35 Million
0.05% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
28,705
shares
|
$2.33 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
28,462
shares
|
$2.31 Million
0.5% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,031
shares
|
$2.28 Million
0.21% of portfolio
|
Q4 2022
Reduced 25.72%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Feb 13, 2025 Q4 2024 |
27,351
shares
|
$2.22 Million
2.1% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Powell Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
27,345
shares
|
$2.22 Million
1.02% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
26,974
shares
|
$2.19 Million
0.02% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
26,967
shares
|
$2.19 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Sculptor Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
26,775
shares
|
$2.18 Million
0.06% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
26,320
shares
|
$2.14 Million
0.94% of portfolio
|
Q4 2024
Reduced 3.56%
|