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 |
---|---|---|---|---|---|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,637
shares
|
$1.05 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.56%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
14,556
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
14,233
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2024
Reduced 4.89%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
14,202
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.31%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
May 06, 2024 Q1 2024 |
14,143
shares
|
$1.02 Million
0.66% of portfolio
|
Q1 2024
Added 13.43%
|
|
Rmb Capital Management, LLC
|
May 14, 2024 Q1 2024 |
14,026
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
Cottonwood Capital Advisors, LLC
|
Apr 26, 2024 Q1 2024 |
13,984
shares
|
$1.01 Million
0.82% of portfolio
|
Q1 2024
Reduced 8.93%
|
|
Lfa Lugano Financial Advisors Sa
|
May 03, 2024 Q1 2024 |
13,981
shares
|
$1.01 Million
0.75% of portfolio
|
Q3 2023
Reduced 36.76%
|
|
Webster Bank, N. A.
|
Apr 16, 2024 Q1 2024 |
13,617
shares
|
$980,560
0.11% of portfolio
|
Q4 2023
Reduced 37.22%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
May 15, 2024 Q1 2024 |
13,508
shares
|
$972,711
0.17% of portfolio
|
Q1 2024
Reduced 2.0%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
May 03, 2024 Q1 2024 |
13,400
shares
|
$964,934
0.59% of portfolio
|
Q3 2023
Reduced 21.06%
|
|
Invesco Ltd.
Atlanta, GA |
May 14, 2024 Q1 2024 |
13,319
shares
|
$959,101
0.0% of portfolio
|
Q1 2024
Added 1.45%
|
|
Herold Advisors, Inc.
|
May 10, 2024 Q1 2024 |
13,300
shares
|
$957,733
0.24% of portfolio
|
Q4 2022
Reduced 5.39%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
12,798
shares
|
$921,583
0.0% of portfolio
|
Q3 2022
Reduced 2.29%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
12,728
shares
|
$916,543
0.02% of portfolio
|
Q1 2024
New holding
|
|
Axs Investments LLC
Port Chester, NY |
May 13, 2024 Q1 2024 |
12,500
shares
|
$900,125
0.33% of portfolio
|
Q1 2024
Added 25.0%
|
|
Telos Capital Management, Inc.
|
Apr 24, 2024 Q1 2024 |
12,029
shares
|
$866,208
0.1% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Apexium Financial, LP
|
Apr 19, 2024 Q1 2024 |
12,015
shares
|
$865,200
0.07% of portfolio
|
Q1 2024
Added 0.18%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
11,792
shares
|
$849,141
0.11% of portfolio
|
Q1 2024
New holding
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,744
shares
|
$845,685
0.21% of portfolio
|
Q1 2024
New holding
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
11,680
shares
|
$841,076
0.0% of portfolio
|
Q1 2024
Reduced 6.6%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 05, 2024 Q1 2024 |
11,455
shares
|
$824,874
0.12% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
11,201
shares
|
$806,584
0.0% of portfolio
|
Q1 2024
Added 0.04%
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
11,176
shares
|
$804,783
0.01% of portfolio
|
Q1 2024
Reduced 16.67%
|
|
Lazard Asset Management LLC
New York, NY |
May 14, 2024 Q1 2024 |
11,000
shares
|
$792,110
0.0% of portfolio
|
Q1 2016
Reduced 92.21%
|