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 |
|---|---|---|---|---|---|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
5,264
shares
|
$420,435
0.12% of portfolio
|
Q4 2024
Reduced 3.25%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,226
shares
|
$417,400
0.03% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
5,166
shares
|
$412,608
0.07% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jan 21, 2025 Q4 2024 |
5,160
shares
|
$412,129
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
5,131
shares
|
$409,812
0.04% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
5,052
shares
|
$403,503
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
5,044
shares
|
$402,864
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
5,025
shares
|
$401,346
0.02% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
4,879
shares
|
$389,685
1.06% of portfolio
|
Q2 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,744
shares
|
$378,903
0.02% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
4,713
shares
|
$376,427
0.38% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Bank Of Stockton
|
Feb 03, 2025 Q4 2024 |
4,700
shares
|
$375,389
0.11% of portfolio
|
Q1 2024
Reduced 4.08%
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
4,691
shares
|
$374,670
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
4,629
shares
|
$369,718
0.03% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
4,616
shares
|
$368,679
0.0% of portfolio
|
Q4 2024
Added 18.51%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
4,578
shares
|
$365,644
0.02% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
4,569
shares
|
$364,926
0.17% of portfolio
|
Q4 2024
Reduced 9.65%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
4,556
shares
|
$363,887
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,539
shares
|
$362,529
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
4,498
shares
|
$359,255
0.14% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
4,465
shares
|
$356,619
0.01% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,461
shares
|
$356,300
0.01% of portfolio
|
Q4 2024
Added 8.54%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
4,460
shares
|
$356,220
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,435
shares
|
$354,223
0.0% of portfolio
|
Q4 2024
Reduced 78.86%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
4,375
shares
|
$349,431
0.0% of portfolio
|
Q2 2024
Added 14.38%
|