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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
7,588
shares
|
$671,462
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
7,486
shares
|
$662,436
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Nov 06, 2025 Q3 2025 |
7,369
shares
|
$652,082
0.31% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
7,294
shares
|
$645,446
0.02% of portfolio
|
Q3 2025
Added 26.11%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
7,256
shares
|
$642,083
0.01% of portfolio
|
Q3 2025
Added 20.15%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
7,250
shares
|
$641,552
0.0% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
7,234
shares
|
$640,136
0.01% of portfolio
|
Q3 2025
Reduced 17.29%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
7,064
shares
|
$625,093
0.13% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Webster Bank, N. A.
|
Jan 23, 2026 Q4 2025 |
6,991
shares
|
$618,633
0.06% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
6,990
shares
|
$618,545
0.03% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
6,835
shares
|
$604,829
0.09% of portfolio
|
Q1 2024
Added 57.67%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Jan 20, 2026 Q4 2025 |
6,789
shares
|
$600,758
0.38% of portfolio
|
Q4 2025
Added 12.42%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
6,768
shares
|
$598,900
0.2% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
6,660
shares
|
$589,343
0.13% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
6,610
shares
|
$584,918
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
6,535
shares
|
$578,282
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,520
shares
|
$576,954
0.02% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,518
shares
|
$576,777
0.0% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 21, 2026 Q4 2025 |
6,435
shares
|
$569,433
0.04% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,405
shares
|
$566,778
0.04% of portfolio
|
Q4 2022
Reduced 18.04%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Oct 14, 2025 Q3 2025 |
6,382
shares
|
$564,743
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,327
shares
|
$559,876
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
6,265
shares
|
$554,389
0.32% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
6,007
shares
|
$531,559
0.0% of portfolio
|
Q3 2022
Reduced 49.16%
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 30, 2025 Q3 2025 |
5,832
shares
|
$516,073
0.24% of portfolio
|
Q3 2025
Added 0.45%
|
|