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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
5,814
shares
|
$514,480
0.02% of portfolio
|
Q3 2025
Added 17.48%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
5,774
shares
|
$510,941
0.05% of portfolio
|
Q3 2025
Reduced 7.94%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
5,754
shares
|
$509,171
0.13% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
E Rn Financial, LLC
|
Jan 15, 2026 Q4 2025 |
5,607
shares
|
$496,163
0.1% of portfolio
|
Q4 2025
Added 0.11%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
5,512
shares
|
$487,756
0.04% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
5,479
shares
|
$484,836
0.03% of portfolio
|
Q4 2023
Reduced 13.29%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
5,401
shares
|
$477,934
0.05% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
5,391
shares
|
$477,049
0.02% of portfolio
|
Q3 2025
Added 34.51%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
5,365
shares
|
$474,748
0.01% of portfolio
|
Q4 2025
Reduced 1.96%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
5,259
shares
|
$465,368
0.07% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,226
shares
|
$462,448
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 19, 2025 Q3 2025 |
5,181
shares
|
$458,466
0.08% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
5,155
shares
|
$456,165
0.04% of portfolio
|
Q4 2025
Added 82.09%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
5,136
shares
|
$454,484
0.02% of portfolio
|
Q3 2025
Reduced 30.49%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
5,099
shares
|
$451,210
0.02% of portfolio
|
Q4 2025
Added 0.16%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
4,966
shares
|
$439,441
0.01% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Hudson Oak Wealth Advisory LLC
Hoboken, NJ |
Jan 23, 2026 Q4 2025 |
4,965
shares
|
$439,352
0.39% of portfolio
|
Q4 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,879
shares
|
$431,742
1.06% of portfolio
|
Q2 2022
New holding
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
4,873
shares
|
$431,211
0.01% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 12, 2026 Q4 2025 |
4,868
shares
|
$430,769
0.04% of portfolio
|
Q4 2025
Added 0.25%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
4,713
shares
|
$417,053
0.38% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Retireful, LLC
|
Jan 15, 2026 Q4 2025 |
4,710
shares
|
$416,787
0.55% of portfolio
|
Q4 2025
Reduced 71.67%
|
|
|
Bank Of Stockton
|
Jan 21, 2026 Q4 2025 |
4,700
shares
|
$415,903
0.12% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Nov 12, 2025 Q3 2025 |
4,666
shares
|
$412,894
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Dorsey Wright & Associates
|
Nov 18, 2025 Q3 2025 |
4,571
shares
|
$404,487
0.1% of portfolio
|
Q3 2025
New holding
|
|