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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
300
shares
|
$26,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
284
shares
|
$25,131
0.0% of portfolio
|
Q1 2025
Added 1320.0%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
274
shares
|
$24,246
0.0% of portfolio
|
Q1 2024
Reduced 15.95%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
256
shares
|
$22,653
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
First Premier Bank
|
Jan 23, 2026 Q4 2025 |
250
shares
|
$22,122
0.01% of portfolio
|
Q3 2023
Reduced 47.37%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
250
shares
|
$22,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
240
shares
|
$21,237
0.0% of portfolio
|
Q2 2022
Reduced 45.45%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
230
shares
|
$20,352
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
223
shares
|
$19,733
0.0% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
219
shares
|
$19,379
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
211
shares
|
$18,671
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
210
shares
|
$18,582
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
202
shares
|
$17,874
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$17,698
0.0% of portfolio
|
Q3 2020
Added 14.29%
|
|
|
Grove Bank & Trust
|
Jan 08, 2026 Q4 2025 |
200
shares
|
$17,698
0.0% of portfolio
|
Q3 2025
Reduced 60.0%
|
|
|
Gables Capital Management Inc.
|
Nov 05, 2025 Q3 2025 |
200
shares
|
$17,698
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
200
shares
|
$17,698
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
199
shares
|
$17,609
0.0% of portfolio
|
Q3 2025
Reduced 84.12%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$17,521
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
173
shares
|
$15,308
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
162
shares
|
$14,335
0.02% of portfolio
|
Q2 2022
Reduced 71.28%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
161
shares
|
$14,246
0.0% of portfolio
|
Q2 2025
Reduced 14.81%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
157
shares
|
$13,892
0.0% of portfolio
|
Q3 2025
Added 70.65%
|
|
|
Pflug Koory, LLC
|
Jan 20, 2026 Q4 2025 |
150
shares
|
$13,273
0.01% of portfolio
|
Q3 2025
Added 94.81%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 21, 2026 Q4 2025 |
148
shares
|
$13,096
0.01% of portfolio
|
Q4 2025
New holding
|
|