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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
3,702
shares
|
$295,678
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
3,680
shares
|
$293,921
0.17% of portfolio
|
Q3 2024
Reduced 3.16%
|
|
|
True Private Wealth Advisors
|
Feb 13, 2025 Q4 2024 |
3,672
shares
|
$293,282
0.04% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
3,630
shares
|
$289,928
0.0% of portfolio
|
Q4 2024
Added 21.16%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,584
shares
|
$286,254
0.05% of portfolio
|
Q4 2024
Reduced 6.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,582
shares
|
$286,094
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,520
shares
|
$281,142
0.0% of portfolio
|
Q4 2024
Added 13.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
3,517
shares
|
$280,902
0.0% of portfolio
|
Q4 2024
Reduced 68.35%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
3,510
shares
|
$280,343
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
3,504
shares
|
$279,864
0.04% of portfolio
|
Q4 2024
Reduced 15.95%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
3,444
shares
|
$275,072
0.11% of portfolio
|
Q4 2024
Added 5.94%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
3,434
shares
|
$274,273
0.04% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,431
shares
|
$274,033
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
3,431
shares
|
$274,033
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
3,416
shares
|
$272,835
0.02% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,390
shares
|
$270,759
0.07% of portfolio
|
Q3 2024
Reduced 10.55%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
3,370
shares
|
$269,161
0.15% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
3,343
shares
|
$267,005
0.01% of portfolio
|
Q4 2024
Reduced 9.4%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,328
shares
|
$265,807
0.01% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
3,326
shares
|
$265,647
0.02% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,320
shares
|
$265,168
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
3,309
shares
|
$264,289
0.06% of portfolio
|
Q4 2024
Added 18.86%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,285
shares
|
$262,372
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
3,275
shares
|
$261,574
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,252
shares
|
$259,737
0.19% of portfolio
|
Q4 2024
Reduced 0.67%
|