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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,783
shares
|
$334,757
0.0% of portfolio
|
Q1 2025
Added 7.56%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
3,780
shares
|
$334,492
0.02% of portfolio
|
Q3 2025
Reduced 6.2%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
3,715
shares
|
$328,740
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
3,700
shares
|
$327,413
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
3,652
shares
|
$323,165
0.04% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
3,643
shares
|
$322,369
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 23, 2026 Q4 2025 |
3,600
shares
|
$318,564
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,584
shares
|
$317,148
0.05% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
3,571
shares
|
$315,997
0.0% of portfolio
|
Q3 2025
Reduced 6.08%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,548
shares
|
$313,962
0.0% of portfolio
|
Q3 2025
Added 23.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
3,516
shares
|
$311,130
0.0% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
3,510
shares
|
$310,599
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
3,484
shares
|
$308,299
0.01% of portfolio
|
Q4 2025
Reduced 9.39%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,448
shares
|
$305,113
0.0% of portfolio
|
Q3 2025
Added 30.66%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
3,446
shares
|
$304,936
0.01% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
3,416
shares
|
$302,281
0.02% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Bts Asset Management, Inc.
|
Nov 12, 2025 Q3 2025 |
3,379
shares
|
$299,007
0.39% of portfolio
|
Q3 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,378
shares
|
$298,919
0.01% of portfolio
|
Q3 2025
Reduced 8.16%
|
|
|
Ccg Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
3,370
shares
|
$298,211
0.13% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,345
shares
|
$295,999
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
3,332
shares
|
$294,848
0.06% of portfolio
|
Q4 2025
Reduced 2.26%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
3,320
shares
|
$293,786
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
3,300
shares
|
$292,017
0.02% of portfolio
|
Q4 2025
Added 6.18%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
3,277
shares
|
$289,981
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
3,255
shares
|
$288,034
0.07% of portfolio
|
Q2 2025
Reduced 3.98%
|
|