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 |
|---|---|---|---|---|---|
|
Independence Bank Of Kentucky
|
Jan 20, 2026 Q4 2025 |
600
shares
|
$53,094
0.01% of portfolio
|
Q3 2025
Reduced 9.09%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
594
shares
|
$52,563
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
576
shares
|
$50,970
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Jan 23, 2026 Q4 2025 |
569
shares
|
$50,350
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
559
shares
|
$49,465
0.04% of portfolio
|
Q3 2025
Added 91.44%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
554
shares
|
$49,023
0.04% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
540
shares
|
$47,784
0.02% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
536
shares
|
$47,430
0.0% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
518
shares
|
$45,837
0.0% of portfolio
|
Q2 2025
Reduced 35.09%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$44,245
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
440
shares
|
$38,935
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
430
shares
|
$38,050
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
426
shares
|
$37,696
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
400
shares
|
$35,396
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
399
shares
|
$35,307
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
380
shares
|
$33,626
0.0% of portfolio
|
Q4 2025
Added 33.8%
|
|
|
Nbt Bank N A
|
Jan 23, 2026 Q4 2025 |
374
shares
|
$33,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
370
shares
|
$32,741
0.0% of portfolio
|
Q4 2025
Reduced 59.78%
|
|
|
First Command Advisory Services, Inc.
|
Oct 31, 2025 Q3 2025 |
351
shares
|
$31,059
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
351
shares
|
$31,059
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
334
shares
|
$29,555
0.01% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
330
shares
|
$29,201
0.01% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
309
shares
|
$27,343
0.01% of portfolio
|
Q1 2024
Reduced 58.91%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
300
shares
|
$26,547
0.01% of portfolio
|
Q2 2022
Reduced 94.94%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
300
shares
|
$26,547
0.02% of portfolio
|
Q4 2023
New holding
|
|