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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
8,628
shares
|
$689,118
0.32% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
8,381
shares
|
$669,390
1.76% of portfolio
|
Q4 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
8,322
shares
|
$664,678
0.07% of portfolio
|
Q4 2024
Reduced 38.36%
|
|
|
Ascent Group, LLC
|
Feb 21, 2025 Q4 2024 |
8,245
shares
|
$658,528
0.05% of portfolio
|
Q4 2024
Reduced 30.96%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
8,220
shares
|
$656,531
0.15% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
8,165
shares
|
$652,138
0.11% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Feb 13, 2025 Q4 2024 |
8,000
shares
|
$638,960
0.47% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,803
shares
|
$623,225
0.0% of portfolio
|
Q4 2024
Added 14.28%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
7,695
shares
|
$614,599
0.3% of portfolio
|
Q1 2024
Added 131.08%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
7,661
shares
|
$611,884
0.01% of portfolio
|
Q4 2024
Added 15.29%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
7,639
shares
|
$610,126
0.31% of portfolio
|
Q4 2024
Added 10.68%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
7,506
shares
|
$599,504
0.19% of portfolio
|
Q4 2024
Reduced 33.29%
|
|
|
Dorsey Wright & Associates
|
Feb 12, 2025 Q4 2024 |
7,456
shares
|
$595,510
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
7,435
shares
|
$593,833
0.41% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
7,368
shares
|
$588,482
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
7,344
shares
|
$586,565
0.01% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
7,179
shares
|
$573,386
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
7,142
shares
|
$570,431
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,074
shares
|
$565,000
0.02% of portfolio
|
Q4 2024
Added 6.42%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
7,062
shares
|
$564,041
0.13% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
7,009
shares
|
$559,808
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
6,934
shares
|
$553,818
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
6,835
shares
|
$545,911
0.11% of portfolio
|
Q1 2024
Added 57.67%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
6,617
shares
|
$528,499
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,610
shares
|
$527,940
0.08% of portfolio
|
Q1 2024
New holding
|