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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,053
shares
|
$802,933
0.01% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
10,045
shares
|
$802,294
0.08% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$798,700
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
9,900
shares
|
$790,713
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
9,824
shares
|
$784,642
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,800
shares
|
$782,726
0.03% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
9,793
shares
|
$782,166
0.02% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
9,791
shares
|
$782,007
0.19% of portfolio
|
Q4 2024
Added 43.79%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
9,734
shares
|
$777,454
0.54% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,540
shares
|
$761,959
0.4% of portfolio
|
Q1 2022
Reduced 1.04%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
9,466
shares
|
$756,049
0.01% of portfolio
|
Q4 2024
Reduced 29.42%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
9,440
shares
|
$753,972
0.04% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
9,396
shares
|
$750,458
0.27% of portfolio
|
Q4 2024
Reduced 63.44%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
9,352
shares
|
$746,944
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
9,307
shares
|
$743,350
0.09% of portfolio
|
Q4 2024
Added 151.54%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
9,255
shares
|
$739,196
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
9,240
shares
|
$737,998
0.07% of portfolio
|
Q4 2024
Reduced 22.09%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
9,219
shares
|
$736,321
0.17% of portfolio
|
Q4 2024
Reduced 47.32%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
9,123
shares
|
$728,654
0.03% of portfolio
|
Q4 2024
Added 55.29%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
8,970
shares
|
$716,433
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
8,883
shares
|
$709,485
0.18% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
8,871
shares
|
$708,526
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
8,802
shares
|
$703,015
0.0% of portfolio
|
Q4 2024
Added 1.25%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
8,698
shares
|
$694,709
0.12% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
8,673
shares
|
$692,712
0.32% of portfolio
|
Q4 2024
Added 1.33%
|