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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
1,088
shares
|
$96,277
0.03% of portfolio
|
Q3 2025
Reduced 21.16%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
1,063
shares
|
$94,064
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
1,035
shares
|
$91,587
0.02% of portfolio
|
Q3 2025
Reduced 15.51%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
1,004
shares
|
$88,843
0.03% of portfolio
|
Q3 2025
Added 19.81%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1,000
shares
|
$88,490
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
981
shares
|
$86,808
0.0% of portfolio
|
Q3 2025
Reduced 9.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
973
shares
|
$86,100
0.02% of portfolio
|
Q3 2025
Added 259.04%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
969
shares
|
$85,746
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
940
shares
|
$83,180
0.0% of portfolio
|
Q4 2025
Added 0.53%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
907
shares
|
$80,260
0.0% of portfolio
|
Q4 2023
Added 124.5%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
828
shares
|
$73,269
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
825
shares
|
$73,004
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
814
shares
|
$72,030
0.01% of portfolio
|
Q3 2025
Reduced 45.48%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
803
shares
|
$71,057
0.0% of portfolio
|
Q3 2024
Reduced 56.9%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
800
shares
|
$70,792
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
765
shares
|
$67,694
0.0% of portfolio
|
Q2 2025
Reduced 98.9%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
764
shares
|
$67,606
0.03% of portfolio
|
Q2 2025
Reduced 31.42%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
717
shares
|
$63,447
0.03% of portfolio
|
Q4 2025
Added 16.4%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
700
shares
|
$61,943
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
700
shares
|
$61,943
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
650
shares
|
$57,518
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
American National Bank
|
Jan 20, 2026 Q4 2025 |
645
shares
|
$57,076
0.01% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
636
shares
|
$56,279
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
629
shares
|
$55,660
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
604
shares
|
$53,447
0.02% of portfolio
|
Q2 2025
New holding
|
|