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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,745
shares
|
$242,905
0.01% of portfolio
|
Q3 2025
Reduced 15.54%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
2,739
shares
|
$242,374
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
2,726
shares
|
$241,223
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
2,715
shares
|
$240,250
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
2,712
shares
|
$239,984
0.0% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,664
shares
|
$235,737
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
2,598
shares
|
$229,897
0.0% of portfolio
|
Q3 2025
Reduced 47.12%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
2,594
shares
|
$229,543
0.1% of portfolio
|
Q4 2025
Reduced 2.33%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,590
shares
|
$229,189
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 21, 2026 Q4 2025 |
2,588
shares
|
$229,012
0.03% of portfolio
|
Q4 2025
Reduced 29.17%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
2,577
shares
|
$228,038
0.04% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Wells Financial Advisors Inc
|
Oct 20, 2025 Q3 2025 |
2,570
shares
|
$227,419
0.32% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
2,527
shares
|
$223,614
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
M. Kulyk & Associates, LLC
|
Jan 08, 2026 Q4 2025 |
2,500
shares
|
$221,225
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,488
shares
|
$220,163
0.07% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,480
shares
|
$219,455
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
2,425
shares
|
$214,588
0.02% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
2,410
shares
|
$213,260
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
2,400
shares
|
$212,376
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Traub Capital Management LLC
Needham, MA |
Oct 30, 2025 Q3 2025 |
2,392
shares
|
$211,668
0.21% of portfolio
|
Q3 2025
Reduced 8.35%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
2,354
shares
|
$208,305
0.0% of portfolio
|
Q4 2025
Added 0.51%
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
2,337
shares
|
$206,801
0.02% of portfolio
|
Q4 2025
Reduced 39.98%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,317
shares
|
$205,031
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Oct 31, 2025 Q3 2025 |
2,285
shares
|
$202,199
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
2,278
shares
|
$201,580
0.11% of portfolio
|
Q2 2025
Reduced 50.0%
|
|