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 |
---|---|---|---|---|---|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
1,211
shares
|
$96,722
0.0% of portfolio
|
Q1 2023
Added 121000.0%
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
1,196
shares
|
$95,524
0.01% of portfolio
|
Q3 2024
New holding
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,114
shares
|
$88,975
0.04% of portfolio
|
Q2 2023
New holding
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
1,058
shares
|
$84,502
0.04% of portfolio
|
Q4 2024
Added 0.28%
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
1,051
shares
|
$83,943
0.01% of portfolio
|
Q4 2024
Reduced 16.52%
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,000
shares
|
$79,870
0.06% of portfolio
|
Q3 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
914
shares
|
$73,001
0.0% of portfolio
|
Q2 2024
Added 521.77%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
907
shares
|
$72,442
0.0% of portfolio
|
Q4 2023
Added 124.5%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
881
shares
|
$70,365
0.13% of portfolio
|
Q4 2024
Reduced 32.75%
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
826
shares
|
$65,972
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
825
shares
|
$65,892
0.01% of portfolio
|
Q2 2024
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
824
shares
|
$65,812
0.0% of portfolio
|
Q3 2024
Added 45.07%
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
803
shares
|
$64,135
0.0% of portfolio
|
Q3 2024
Reduced 56.9%
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
778
shares
|
$62,138
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
775
shares
|
$61,899
0.02% of portfolio
|
Q4 2023
New holding
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
750
shares
|
$59,902
0.02% of portfolio
|
Q4 2024
Added 0.81%
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
700
shares
|
$55,909
0.0% of portfolio
|
Q3 2024
Reduced 41.67%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
700
shares
|
$55,909
0.01% of portfolio
|
Q1 2022
Reduced 25.85%
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
700
shares
|
$55,909
0.03% of portfolio
|
Q2 2024
Added 5.74%
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
660
shares
|
$52,714
0.01% of portfolio
|
Q3 2024
New holding
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
645
shares
|
$51,516
0.02% of portfolio
|
Q4 2024
Added 0.62%
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
593
shares
|
$47,362
0.01% of portfolio
|
Q4 2024
Reduced 22.08%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
570
shares
|
$45,525
0.0% of portfolio
|
Q3 2023
New holding
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
569
shares
|
$45,446
0.0% of portfolio
|
Q4 2020
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
552
shares
|
$44,088
0.01% of portfolio
|
Q4 2024
Reduced 12.93%
|