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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
3,231
shares
|
$285,911
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
3,225
shares
|
$285,380
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
3,225
shares
|
$285,380
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
3,220
shares
|
$284,937
0.2% of portfolio
|
Q2 2025
Reduced 17.86%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
3,158
shares
|
$279,451
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
3,121
shares
|
$276,177
0.04% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,112
shares
|
$275,380
0.0% of portfolio
|
Q3 2023
Reduced 1.55%
|
|
|
Worth Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
3,106
shares
|
$274,849
0.13% of portfolio
|
Q4 2025
Reduced 4.93%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 31, 2025 Q3 2025 |
3,082
shares
|
$272,726
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Absolute Capital Management, LLC
|
Nov 03, 2025 Q3 2025 |
3,064
shares
|
$271,133
0.12% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
3,023
shares
|
$267,505
0.0% of portfolio
|
Q3 2025
Added 14.99%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,992
shares
|
$264,762
0.0% of portfolio
|
Q3 2025
Reduced 37.65%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,992
shares
|
$264,762
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Winthrop Advisory Group LLC
|
Jan 21, 2026 Q4 2025 |
2,984
shares
|
$264,054
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
2,950
shares
|
$261,045
0.07% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,949
shares
|
$260,957
0.0% of portfolio
|
Q2 2025
Reduced 46.39%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
2,922
shares
|
$258,567
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
2,921
shares
|
$258,479
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,876
shares
|
$254,497
0.01% of portfolio
|
Q3 2025
Reduced 16.54%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Nov 03, 2025 Q3 2025 |
2,874
shares
|
$254,320
0.18% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
2,842
shares
|
$251,488
0.01% of portfolio
|
Q1 2025
Added 114.81%
|
|
|
Nvwm, LLC
|
Jan 20, 2026 Q4 2025 |
2,821
shares
|
$249,630
0.06% of portfolio
|
Q4 2025
Added 1.77%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
2,810
shares
|
$248,656
0.0% of portfolio
|
Q2 2025
Added 55.25%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
2,760
shares
|
$244,232
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
2,752
shares
|
$243,524
0.08% of portfolio
|
Q3 2025
Reduced 4.21%
|
|