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 552 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
12,698
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
12,637
shares
|
$1.01 Million
0.7% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
12,544
shares
|
$1 Million
0.0% of portfolio
|
Q4 2024
Reduced 23.46%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
12,488
shares
|
$997,416
0.73% of portfolio
|
Q4 2023
Reduced 10.24%
|
|
|
Legacy Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
12,061
shares
|
$963,312
0.17% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
11,925
shares
|
$952,449
0.01% of portfolio
|
Q4 2024
Added 48.01%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,800
shares
|
$942,466
0.21% of portfolio
|
Q3 2024
Reduced 7.81%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
11,744
shares
|
$937,993
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Dec 30, 2024 Q3 2024 |
11,647
shares
|
$930,245
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
11,503
shares
|
$918,744
0.12% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
11,290
shares
|
$901,732
0.1% of portfolio
|
Q4 2024
Added 29.93%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
11,151
shares
|
$890,630
0.67% of portfolio
|
Q4 2024
Reduced 16.11%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
11,143
shares
|
$889,991
0.0% of portfolio
|
Q4 2024
Reduced 19.15%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,000
shares
|
$878,570
0.0% of portfolio
|
Q1 2016
Reduced 92.21%
|
|
|
Telos Capital Management, Inc.
|
Jan 27, 2025 Q4 2024 |
10,929
shares
|
$872,899
0.09% of portfolio
|
Q4 2024
Reduced 5.98%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
10,898
shares
|
$870,423
0.03% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Sage Rhino Capital LLC
|
Feb 06, 2025 Q4 2024 |
10,832
shares
|
$865,151
0.19% of portfolio
|
Q4 2024
Reduced 35.65%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
10,823
shares
|
$864,433
0.24% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
10,733
shares
|
$857,244
0.15% of portfolio
|
Q4 2024
Added 28.63%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
10,655
shares
|
$851,014
0.06% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Intrust Bank Na
Wichita, KS |
Feb 12, 2025 Q4 2024 |
10,600
shares
|
$846,622
0.08% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
10,484
shares
|
$837,357
0.05% of portfolio
|
Q4 2024
Reduced 55.13%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
10,425
shares
|
$832,644
0.0% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
10,280
shares
|
$821,063
0.0% of portfolio
|
Q4 2024
Reduced 33.59%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
10,071
shares
|
$804,370
0.3% of portfolio
|
Q4 2024
Reduced 15.89%
|