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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
4,534
shares
|
$401,213
0.1% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,521
shares
|
$400,063
0.03% of portfolio
|
Q2 2025
Added 27.57%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
4,467
shares
|
$395,284
0.14% of portfolio
|
Q3 2025
Reduced 5.52%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
4,270
shares
|
$377,852
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Ascent Group, LLC
|
Jan 20, 2026 Q4 2025 |
4,235
shares
|
$374,755
0.01% of portfolio
|
Q4 2025
Reduced 21.46%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 14, 2026 Q4 2025 |
4,209
shares
|
$372,454
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
4,171
shares
|
$369,091
0.11% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 14, 2026 Q4 2025 |
4,130
shares
|
$365,463
0.31% of portfolio
|
Q4 2025
Reduced 6.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
4,128
shares
|
$365,286
0.0% of portfolio
|
Q4 2025
Added 0.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
4,121
shares
|
$364,667
0.0% of portfolio
|
Q3 2025
Reduced 84.13%
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,068
shares
|
$359,977
0.18% of portfolio
|
Q1 2025
Reduced 37.84%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
4,044
shares
|
$357,853
0.15% of portfolio
|
Q3 2025
Reduced 4.22%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
4,016
shares
|
$355,375
0.01% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
4,013
shares
|
$355,110
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
4,000
shares
|
$353,960
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
4,000
shares
|
$353,960
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
4,000
shares
|
$353,960
0.13% of portfolio
|
Q2 2022
Reduced 20.1%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
4,000
shares
|
$353,960
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,919
shares
|
$346,792
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 10, 2025 Q3 2025 |
3,903
shares
|
$345,376
0.14% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,902
shares
|
$345,287
0.01% of portfolio
|
Q2 2024
Reduced 11.82%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,892
shares
|
$344,403
0.27% of portfolio
|
Q3 2025
Reduced 6.24%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,861
shares
|
$341,659
0.0% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
3,815
shares
|
$337,589
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,790
shares
|
$335,377
0.1% of portfolio
|
Q1 2024
Added 5.13%
|
|