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 |
|---|---|---|---|---|---|
|
Elevation Capital Advisory, LLC
Bend, OR |
Oct 30, 2025 Q3 2025 |
67,308
shares
|
$5.96 Million
2.43% of portfolio
|
Q3 2025
Added 78.76%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
64,745
shares
|
$5.73 Million
0.0% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
64,423
shares
|
$5.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
61,257
shares
|
$5.42 Million
2.65% of portfolio
|
Q4 2025
Added 12.02%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
60,371
shares
|
$5.34 Million
0.0% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
55,962
shares
|
$4.95 Million
1.27% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
54,852
shares
|
$4.85 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
54,243
shares
|
$4.8 Million
0.01% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
54,104
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
53,100
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.87%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
52,680
shares
|
$4.66 Million
0.85% of portfolio
|
Q2 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
51,904
shares
|
$4.59 Million
0.08% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
50,547
shares
|
$4.47 Million
0.02% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
50,460
shares
|
$4.47 Million
0.01% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Jan 15, 2026 Q4 2025 |
49,425
shares
|
$4.37 Million
2.04% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
47,485
shares
|
$4.2 Million
0.12% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
46,249
shares
|
$4.09 Million
0.04% of portfolio
|
Q3 2025
Reduced 27.32%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
45,730
shares
|
$4.05 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
45,022
shares
|
$3.98 Million
1.1% of portfolio
|
Q2 2025
Reduced 47.24%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
44,410
shares
|
$3.93 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
43,977
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2025
Added 81.15%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
43,143
shares
|
$3.82 Million
4.17% of portfolio
|
Q3 2022
Reduced 7.23%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
43,130
shares
|
$3.82 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
42,530
shares
|
$3.76 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
40,500
shares
|
$3.58 Million
2.08% of portfolio
|
Q4 2025
Reduced 19.11%
|
|