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 |
|---|---|---|---|---|---|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
547
shares
|
$43,688
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
540
shares
|
$43,129
0.02% of portfolio
|
Q3 2024
Reduced 13.04%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
537
shares
|
$42,890
0.03% of portfolio
|
Q2 2024
Reduced 13.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
526
shares
|
$42,011
0.01% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
505
shares
|
$40,334
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
500
shares
|
$39,935
0.01% of portfolio
|
Q2 2017
New holding
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$39,935
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
492
shares
|
$39,296
0.0% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
471
shares
|
$37,618
0.01% of portfolio
|
Q4 2024
Added 117.05%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
426
shares
|
$34,024
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
399
shares
|
$31,868
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
383
shares
|
$30,590
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
374
shares
|
$29,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
371
shares
|
$29,631
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
359
shares
|
$28,673
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
351
shares
|
$28,034
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
346
shares
|
$27,635
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
309
shares
|
$24,679
0.01% of portfolio
|
Q1 2024
Reduced 58.91%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
300
shares
|
$23,961
0.01% of portfolio
|
Q2 2022
Reduced 94.94%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
300
shares
|
$23,961
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
278
shares
|
$22,203
0.01% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
274
shares
|
$21,884
0.01% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
267
shares
|
$21,325
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
250
shares
|
$19,967
0.0% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
240
shares
|
$19,168
0.01% of portfolio
|
Q2 2022
Reduced 45.45%
|