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 |
|---|---|---|---|---|---|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
3,230
shares
|
$257,980
0.05% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
3,225
shares
|
$257,580
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,207
shares
|
$256,143
0.05% of portfolio
|
Q4 2022
Reduced 65.78%
|
|
|
Crew Capital Management, Ltd.
|
Feb 06, 2025 Q4 2024 |
3,181
shares
|
$254,066
0.22% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
3,158
shares
|
$252,229
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
3,152
shares
|
$251,750
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,120
shares
|
$249,194
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
3,112
shares
|
$248,555
0.01% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,112
shares
|
$248,555
0.0% of portfolio
|
Q3 2023
Reduced 1.55%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,102
shares
|
$247,756
0.0% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
3,098
shares
|
$247,437
0.12% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
3,044
shares
|
$243,124
0.07% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
3,039
shares
|
$242,724
0.02% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 13, 2025 Q4 2024 |
2,917
shares
|
$232,980
0.07% of portfolio
|
Q2 2024
Added 0.28%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,804
shares
|
$223,955
0.03% of portfolio
|
Q4 2024
Reduced 97.45%
|
|
|
Harvest Investment Services, LLC
|
Feb 14, 2025 Q4 2024 |
2,798
shares
|
$223,476
0.06% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
2,760
shares
|
$220,441
0.01% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
2,646
shares
|
$211,336
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
2,636
shares
|
$210,537
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Strategy Asset Managers LLC
|
Feb 12, 2025 Q4 2024 |
2,623
shares
|
$209,499
0.04% of portfolio
|
Q3 2024
Reduced 29.2%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
2,592
shares
|
$207,023
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
2,578
shares
|
$205,904
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
2,577
shares
|
$205,824
0.05% of portfolio
|
Q3 2024
Reduced 24.74%
|
|
|
Wells Financial Advisors Inc
|
Feb 11, 2025 Q4 2024 |
2,570
shares
|
$205,265
0.28% of portfolio
|
Q4 2024
Reduced 9.67%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,534
shares
|
$202,390
0.02% of portfolio
|
Q4 2024
New holding
|