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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
2,488
shares
|
$198,716
0.07% of portfolio
|
Q1 2024
Reduced 1.74%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
2,406
shares
|
$192,167
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,400
shares
|
$191,688
0.0% of portfolio
|
Q1 2024
Reduced 73.08%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
2,370
shares
|
$189,291
0.09% of portfolio
|
Q4 2024
Added 24.02%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
2,188
shares
|
$174,755
0.07% of portfolio
|
Q2 2024
Added 1.48%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,187
shares
|
$174,675
0.06% of portfolio
|
Q4 2022
Reduced 31.03%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
1,955
shares
|
$156,145
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
1,819
shares
|
$145,283
0.01% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
1,810
shares
|
$144,564
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
1,800
shares
|
$143,766
0.01% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,662
shares
|
$132,743
0.0% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,629
shares
|
$130,108
0.0% of portfolio
|
Q4 2024
Added 74.41%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,605
shares
|
$128,191
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
1,594
shares
|
$127,312
0.0% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
1,560
shares
|
$124,597
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
1,525
shares
|
$121,801
0.02% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,513
shares
|
$120,843
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,500
shares
|
$119,805
0.03% of portfolio
|
Q3 2019
Added 50.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
1,500
shares
|
$119,805
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,500
shares
|
$119,805
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,468
shares
|
$117,249
0.01% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
1,376
shares
|
$109,901
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,308
shares
|
$104,469
0.01% of portfolio
|
Q2 2022
Reduced 6.9%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
1,300
shares
|
$103,831
0.01% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
1,249
shares
|
$99,757
0.03% of portfolio
|
Q4 2024
New holding
|