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 |
|---|---|---|---|---|---|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
26,238
shares
|
$2.13 Million
0.36% of portfolio
|
Q4 2024
Reduced 20.79%
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
24,908
shares
|
$2.03 Million
0.07% of portfolio
|
Q4 2024
Reduced 11.12%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
24,793
shares
|
$2.02 Million
1.96% of portfolio
|
Q3 2023
Reduced 22.75%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,327
shares
|
$1.98 Million
0.33% of portfolio
|
Q4 2022
Reduced 7.31%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,327
shares
|
$1.98 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,319
shares
|
$1.98 Million
0.07% of portfolio
|
Q2 2020
Added 8.16%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
24,070
shares
|
$1.96 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
23,957
shares
|
$1.95 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,956
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
23,897
shares
|
$1.94 Million
1.01% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
23,650
shares
|
$1.92 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
23,552
shares
|
$1.92 Million
0.0% of portfolio
|
Q4 2024
Added 473.6%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
23,197
shares
|
$1.89 Million
0.06% of portfolio
|
Q4 2024
Added 1131.26%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
22,965
shares
|
$1.87 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
22,944
shares
|
$1.87 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
22,919
shares
|
$1.86 Million
0.22% of portfolio
|
Q4 2024
Reduced 11.14%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
22,423
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
22,420
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
22,365
shares
|
$1.82 Million
0.2% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
22,176
shares
|
$1.8 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,173
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
21,331
shares
|
$1.73 Million
0.36% of portfolio
|
Q4 2024
Added 4.53%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Feb 13, 2025 Q4 2024 |
20,968
shares
|
$1.71 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
20,885
shares
|
$1.7 Million
0.75% of portfolio
|
Q4 2024
Added 80.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
20,788
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Added 18.46%
|