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 562 institutions that hold shares in the stock, with a total of 37.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,000
shares
|
$973,390
0.0% of portfolio
|
Q1 2016
Reduced 92.21%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 16, 2026 Q4 2025 |
10,923
shares
|
$966,576
0.59% of portfolio
|
Q4 2025
Added 0.5%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
10,873
shares
|
$962,151
0.04% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 31, 2025 Q3 2025 |
10,817
shares
|
$957,196
0.53% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Intrust Bank Na
Wichita, KS |
Nov 10, 2025 Q3 2025 |
10,725
shares
|
$949,055
0.08% of portfolio
|
Q3 2025
Added 1.18%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
10,624
shares
|
$940,117
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,600
shares
|
$937,994
0.03% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
10,590
shares
|
$937,109
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Financial Group LLC
|
Jan 06, 2026 Q3 2025 |
10,429
shares
|
$922,862
0.15% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
10,353
shares
|
$916,136
0.01% of portfolio
|
Q3 2025
Added 45.1%
|
|
|
Telos Capital Management, Inc.
|
Nov 04, 2025 Q3 2025 |
10,250
shares
|
$907,022
0.09% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2026 Q4 2025 |
10,243
shares
|
$906,403
0.37% of portfolio
|
Q4 2025
Added 3.32%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
10,153
shares
|
$898,438
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
10,150
shares
|
$898,173
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
10,150
shares
|
$898,173
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
10,063
shares
|
$890,474
0.35% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2025 Q3 2025 |
9,948
shares
|
$880,298
0.3% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,905
shares
|
$876,493
0.01% of portfolio
|
Q3 2025
Added 181.15%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
9,900
shares
|
$876,051
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
9,659
shares
|
$854,724
0.06% of portfolio
|
Q4 2025
Reduced 6.05%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,540
shares
|
$844,194
0.4% of portfolio
|
Q1 2022
Reduced 1.04%
|
|
|
Lee Kelleher Wealth Management
Fulton, MD |
Jan 14, 2026 Q4 2025 |
9,500
shares
|
$840,655
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Rockland Trust CO
|
Jan 15, 2026 Q4 2025 |
9,295
shares
|
$822,514
0.03% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
9,280
shares
|
$821,187
0.0% of portfolio
|
Q3 2025
Added 759.26%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
9,242
shares
|
$817,824
0.09% of portfolio
|
Q3 2025
Reduced 1.86%
|
|