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 |
|---|---|---|---|---|---|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
2,268
shares
|
$200,695
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
Nov 12, 2025 Q3 2025 |
2,250
shares
|
$199,102
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,187
shares
|
$193,527
0.06% of portfolio
|
Q4 2022
Reduced 31.03%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 22, 2026 Q4 2025 |
2,180
shares
|
$192,908
0.01% of portfolio
|
Q4 2025
Reduced 0.46%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
2,023
shares
|
$179,015
0.06% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,905
shares
|
$168,573
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
1,860
shares
|
$164,591
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 21, 2026 Q4 2025 |
1,800
shares
|
$159,282
0.01% of portfolio
|
Q4 2023
Reduced 9.0%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
1,697
shares
|
$150,167
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
1,662
shares
|
$147,070
0.0% of portfolio
|
Q2 2024
Added 6.33%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
1,586
shares
|
$140,345
0.0% of portfolio
|
Q4 2025
Added 5.73%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
1,513
shares
|
$133,885
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
1,500
shares
|
$132,735
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
1,500
shares
|
$132,735
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
1,500
shares
|
$132,735
0.03% of portfolio
|
Q3 2019
Added 50.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,468
shares
|
$129,903
0.01% of portfolio
|
Q4 2022
Added 1.1%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,458
shares
|
$129,018
0.05% of portfolio
|
Q3 2025
Reduced 4.64%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
1,427
shares
|
$126,275
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
1,405
shares
|
$124,328
0.05% of portfolio
|
Q4 2025
Reduced 67.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,381
shares
|
$122,204
0.0% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,332
shares
|
$117,868
0.0% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,300
shares
|
$115,037
0.01% of portfolio
|
Q2 2024
Reduced 11.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,230
shares
|
$108,842
0.0% of portfolio
|
Q3 2025
Added 24.49%
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
1,196
shares
|
$105,834
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
1,143
shares
|
$101,144
0.0% of portfolio
|
Q3 2025
Reduced 46.66%
|
|