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 519 institutions that hold shares in the stock, with a total of 35 Million shares, which have been reported (via 13F filing form) to have a value of $2.89 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
11,650
shares
|
$993,512
0.2% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
11,635
shares
|
$992,232
0.21% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
11,425
shares
|
$974,324
0.13% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
11,281
shares
|
$962,043
0.31% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
11,185
shares
|
$953,856
0.68% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
11,065
shares
|
$943,623
0.0% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
11,000
shares
|
$938,080
0.0% of portfolio
|
Q1 2016
Reduced 92.21%
|
|
|
Telos Capital Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10,807
shares
|
$921,620
0.09% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,733
shares
|
$915,310
0.03% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
10,655
shares
|
$908,658
0.06% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,618
shares
|
$905,503
0.01% of portfolio
|
Q1 2025
Reduced 83.87%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
10,614
shares
|
$905,161
0.0% of portfolio
|
Q1 2025
Reduced 15.39%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
10,600
shares
|
$903,968
0.08% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
10,417
shares
|
$888,361
0.0% of portfolio
|
Q1 2025
Reduced 99.34%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
10,395
shares
|
$886,485
0.19% of portfolio
|
Q1 2025
Added 382.37%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
10,393
shares
|
$886,315
0.38% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
10,100
shares
|
$861,328
0.61% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
10,015
shares
|
$854,079
0.32% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
10,000
shares
|
$852,800
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
9,956
shares
|
$849,047
0.37% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,900
shares
|
$844,272
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
9,779
shares
|
$833,953
0.14% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Sculptor Capital LP
New York, NY |
May 15, 2025 Q1 2025 |
9,686
shares
|
$826,022
0.03% of portfolio
|
Q1 2025
Reduced 63.82%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
9,553
shares
|
$814,679
0.0% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,540
shares
|
$813,571
0.4% of portfolio
|
Q1 2022
Reduced 1.04%
|