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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
230
shares
|
$18,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
220
shares
|
$17,571
0.0% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
219
shares
|
$17,491
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
215
shares
|
$17,172
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
210
shares
|
$16,772
0.01% of portfolio
|
Q1 2022
Reduced 51.83%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
210
shares
|
$16,772
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
202
shares
|
$16,133
0.0% of portfolio
|
Q4 2022
Reduced 33.11%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
200
shares
|
$15,974
0.0% of portfolio
|
Q3 2020
Added 14.29%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
200
shares
|
$15,974
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
200
shares
|
$15,974
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$15,814
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
178
shares
|
$14,216
0.0% of portfolio
|
Q2 2024
Reduced 24.58%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
175
shares
|
$13,977
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
173
shares
|
$13,817
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
167
shares
|
$13,338
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
165
shares
|
$13,178
0.01% of portfolio
|
Q4 2018
Reduced 50.6%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
162
shares
|
$12,938
0.02% of portfolio
|
Q2 2022
Reduced 71.28%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
150
shares
|
$11,980
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
130
shares
|
$10,383
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
110
shares
|
$8,785
0.0% of portfolio
|
Q4 2024
Reduced 85.14%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
100
shares
|
$7,987
0.0% of portfolio
|
Q3 2024
Reduced 99.56%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
100
shares
|
$7,987
0.0% of portfolio
|
Q3 2024
Reduced 60.94%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
97
shares
|
$7,747
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
96
shares
|
$7,667
0.0% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
95
shares
|
$7,587
0.0% of portfolio
|
Q1 2023
New holding
|