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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
4,374
shares
|
$349,351
0.01% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,361
shares
|
$348,313
0.0% of portfolio
|
Q4 2024
Reduced 26.59%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Jan 29, 2025 Q4 2024 |
4,335
shares
|
$346,236
0.22% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
4,275
shares
|
$341,444
0.09% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
4,237
shares
|
$338,409
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Feb 07, 2025 Q4 2024 |
4,225
shares
|
$337,450
0.07% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
4,209
shares
|
$336,172
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
4,178
shares
|
$333,696
0.02% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
4,092
shares
|
$326,828
0.01% of portfolio
|
Q4 2024
Added 15.27%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
4,043
shares
|
$322,914
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
4,033
shares
|
$322,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
4,028
shares
|
$321,716
0.13% of portfolio
|
Q1 2024
Added 434.93%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,001
shares
|
$319,559
0.01% of portfolio
|
Q4 2024
Reduced 4.99%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
4,000
shares
|
$319,480
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,000
shares
|
$319,480
0.01% of portfolio
|
Q3 2023
Reduced 0.25%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$319,480
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$319,480
0.14% of portfolio
|
Q2 2022
Reduced 20.1%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
3,971
shares
|
$317,163
0.0% of portfolio
|
Q4 2024
Added 28.64%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
3,959
shares
|
$316,205
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
3,919
shares
|
$313,010
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,912
shares
|
$312,451
0.02% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,902
shares
|
$311,652
0.01% of portfolio
|
Q2 2024
Reduced 11.82%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
3,895
shares
|
$311,093
0.19% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
3,815
shares
|
$304,704
0.0% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,790
shares
|
$302,707
0.1% of portfolio
|
Q1 2024
Added 5.13%
|