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 561 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,220
shares
|
$815,877
0.0% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
9,219
shares
|
$815,789
0.16% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 13, 2026 Q4 2025 |
9,164
shares
|
$810,922
0.13% of portfolio
|
Q4 2025
Added 1.23%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 15, 2025 Q3 2025 |
8,965
shares
|
$793,312
0.14% of portfolio
|
Q3 2025
Reduced 5.19%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
8,929
shares
|
$790,127
1.72% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,883
shares
|
$786,056
0.18% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
8,838
shares
|
$782,074
0.09% of portfolio
|
Q4 2025
Reduced 5.05%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
8,808
shares
|
$779,419
0.01% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
8,650
shares
|
$765,438
0.13% of portfolio
|
Q3 2025
Added 131.41%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
8,560
shares
|
$757,474
0.04% of portfolio
|
Q3 2025
Reduced 4.36%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
8,365
shares
|
$740,218
0.02% of portfolio
|
Q3 2025
Added 18.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,345
shares
|
$738,449
0.01% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
8,335
shares
|
$737,564
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
8,285
shares
|
$733,139
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
8,281
shares
|
$732,785
0.01% of portfolio
|
Q4 2025
Reduced 5.99%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
8,207
shares
|
$726,237
0.01% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
8,100
shares
|
$716,769
0.0% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
Jul 16, 2025 Q2 2025 |
7,896
shares
|
$698,717
0.08% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
7,862
shares
|
$695,708
0.0% of portfolio
|
Q3 2025
Reduced 20.27%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
7,825
shares
|
$692,434
0.0% of portfolio
|
Q3 2025
Reduced 92.52%
|
|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
7,758
shares
|
$686,505
0.53% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,695
shares
|
$680,930
0.3% of portfolio
|
Q1 2024
Added 131.08%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 14, 2025 Q3 2025 |
7,687
shares
|
$680,222
0.48% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
7,645
shares
|
$676,506
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
7,624
shares
|
$674,647
0.1% of portfolio
|
Q4 2025
Added 0.14%
|
|