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 |
---|---|---|---|---|---|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
15,491
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2024
Added 1.28%
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Jul 29, 2024 Q2 2024 |
15,280
shares
|
$1.17 Million
0.41% of portfolio
|
Q2 2024
Reduced 1.52%
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 06, 2024 Q2 2024 |
15,217
shares
|
$1.16 Million
0.37% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
15,088
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
Reduced 8.38%
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
15,000
shares
|
$1.15 Million
1.34% of portfolio
|
Q1 2023
New holding
|
|
Steel Peak Wealth Management LLC
|
Jul 16, 2024 Q2 2024 |
14,836
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.69%
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
14,782
shares
|
$1.13 Million
0.92% of portfolio
|
Q2 2024
Reduced 64.17%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,637
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Aug 09, 2024 Q2 2024 |
14,578
shares
|
$1.12 Million
0.48% of portfolio
|
Q2 2024
New holding
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Aug 12, 2024 Q2 2024 |
14,551
shares
|
$1.11 Million
0.66% of portfolio
|
Q2 2024
Added 2.88%
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Aug 07, 2024 Q2 2024 |
14,478
shares
|
$1.11 Million
1.37% of portfolio
|
Q2 2024
Reduced 51.41%
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
14,478
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2024
Added 56.37%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
14,076
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
13,981
shares
|
$1.07 Million
0.77% of portfolio
|
Q3 2023
Reduced 36.76%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
13,926
shares
|
$1.07 Million
0.11% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
13,783
shares
|
$1.06 Million
0.83% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
13,744
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 02, 2024 Q2 2024 |
13,400
shares
|
$1.03 Million
0.53% of portfolio
|
Q3 2023
Reduced 21.06%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
13,397
shares
|
$1.03 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
Occidental Asset Management, LLC
|
Jul 15, 2024 Q2 2024 |
13,369
shares
|
$1.02 Million
0.17% of portfolio
|
Q2 2024
Reduced 34.37%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
13,326
shares
|
$1.02 Million
0.0% of portfolio
|
Q2 2024
Reduced 74.04%
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Aug 09, 2024 Q2 2024 |
13,074
shares
|
$1 Million
0.39% of portfolio
|
Q2 2024
Reduced 11.19%
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
12,800
shares
|
$979,840
0.22% of portfolio
|
Q2 2024
Reduced 3.76%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,798
shares
|
$979,686
0.0% of portfolio
|
Q3 2022
Reduced 2.29%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
12,404
shares
|
$949,526
0.08% of portfolio
|
Q2 2024
Added 97.05%
|