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 499 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
11,860
shares
|
$952,002
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
11,800
shares
|
$947,186
0.2% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,744
shares
|
$942,690
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
11,624
shares
|
$933,058
0.09% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
11,594
shares
|
$930,650
0.03% of portfolio
|
Q3 2024
Reduced 26.3%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,572
shares
|
$928,884
0.42% of portfolio
|
Q3 2024
Reduced 20.62%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
11,444
shares
|
$918,609
0.12% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
11,252
shares
|
$903,198
0.29% of portfolio
|
Q4 2023
Added 105.65%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
11,209
shares
|
$899,746
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
11,113
shares
|
$892,040
0.0% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
11,000
shares
|
$882,970
0.0% of portfolio
|
Q1 2016
Reduced 92.21%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
10,913
shares
|
$875,986
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,791
shares
|
$866,193
0.0% of portfolio
|
Q3 2024
Reduced 90.2%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
10,610
shares
|
$851,664
0.03% of portfolio
|
Q3 2024
Reduced 33.86%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 12, 2024 Q3 2024 |
10,600
shares
|
$850,862
0.08% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
10,566
shares
|
$848,132
0.09% of portfolio
|
Q3 2024
Reduced 5.96%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
10,425
shares
|
$836,814
0.0% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
10,056
shares
|
$807,195
0.15% of portfolio
|
Q3 2024
Added 2.42%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$802,700
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
9,897
shares
|
$794,432
0.01% of portfolio
|
Q3 2024
Added 31.75%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,861
shares
|
$791,542
0.01% of portfolio
|
Q3 2024
Reduced 83.47%
|
|
|
Rmb Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
9,793
shares
|
$786,084
0.02% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
9,773
shares
|
$784,478
0.0% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
9,550
shares
|
$766,578
0.54% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,540
shares
|
$765,775
0.4% of portfolio
|
Q1 2022
Reduced 1.04%
|