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 561 institutions that hold shares in the stock, with a total of 37.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
115,222
shares
|
$10.2 Million
0.52% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
111,071
shares
|
$9.83 Million
0.25% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
108,256
shares
|
$9.58 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
106,801
shares
|
$9.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.35%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
105,677
shares
|
$9.35 Million
0.03% of portfolio
|
Q1 2025
Reduced 51.72%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
104,716
shares
|
$9.27 Million
1.45% of portfolio
|
Q3 2025
Added 127.02%
|
|
|
Ntv Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
100,873
shares
|
$8.93 Million
0.98% of portfolio
|
Q4 2025
Reduced 4.65%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
97,912
shares
|
$8.66 Million
5.25% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
96,129
shares
|
$8.51 Million
0.05% of portfolio
|
Q3 2025
Added 45.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
92,705
shares
|
$8.2 Million
0.05% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
91,018
shares
|
$8.05 Million
0.36% of portfolio
|
Q3 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
89,729
shares
|
$7.94 Million
0.61% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
89,134
shares
|
$7.89 Million
2.18% of portfolio
|
Q4 2025
Reduced 2.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
88,492
shares
|
$7.83 Million
0.0% of portfolio
|
Q3 2025
Reduced 58.07%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
84,595
shares
|
$7.49 Million
1.83% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
83,603
shares
|
$7.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.9%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
81,856
shares
|
$7.24 Million
0.09% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Florin Court Capital LLP
|
Nov 03, 2025 Q3 2025 |
77,695
shares
|
$6.88 Million
5.66% of portfolio
|
Q3 2025
Reduced 54.21%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
77,572
shares
|
$6.86 Million
0.39% of portfolio
|
Q3 2025
Added 20.03%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
75,976
shares
|
$6.72 Million
2.85% of portfolio
|
Q3 2025
Added 780.57%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
72,501
shares
|
$6.42 Million
3.49% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
72,435
shares
|
$6.41 Million
0.83% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
70,180
shares
|
$6.21 Million
2.6% of portfolio
|
Q4 2025
Added 1.26%
|
|
|
Finward Bancorp
Munster, IN |
Jan 21, 2026 Q4 2025 |
69,170
shares
|
$6.12 Million
4.79% of portfolio
|
Q4 2025
Reduced 1.94%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
69,036
shares
|
$6.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.56%
|
|