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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
40,249
shares
|
$3.56 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,449
shares
|
$3.49 Million
0.08% of portfolio
|
Q2 2025
Reduced 66.92%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
38,240
shares
|
$3.38 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
38,133
shares
|
$3.37 Million
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Nov 14, 2025 Q3 2025 |
37,826
shares
|
$3.35 Million
1.14% of portfolio
|
Q3 2025
Reduced 16.93%
|
|
|
Efg Asset Management (Americas) Corp.
|
Nov 14, 2025 Q3 2025 |
36,648
shares
|
$3.24 Million
0.59% of portfolio
|
Q3 2025
Added 22.07%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
35,966
shares
|
$3.18 Million
0.03% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
35,920
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
Added 21.39%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
35,662
shares
|
$3.16 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
33,594
shares
|
$2.97 Million
0.87% of portfolio
|
Q4 2022
Reduced 98.45%
|
|
|
Aletheian Wealth Advisors LLC
|
Nov 12, 2025 Q3 2025 |
33,586
shares
|
$2.97 Million
1.48% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
33,375
shares
|
$2.95 Million
0.1% of portfolio
|
Q4 2025
Reduced 1.49%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
33,084
shares
|
$2.93 Million
1.29% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 23, 2026 Q4 2025 |
33,067
shares
|
$2.93 Million
1.03% of portfolio
|
Q4 2025
Reduced 47.57%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
32,789
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
32,469
shares
|
$2.87 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.39%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
32,275
shares
|
$2.86 Million
0.3% of portfolio
|
Q3 2025
Added 7968.75%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
32,082
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,827
shares
|
$2.73 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
30,665
shares
|
$2.71 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Powell Investment Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
30,529
shares
|
$2.7 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Focus Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
30,499
shares
|
$2.7 Million
1.37% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
First National Corp
|
Oct 27, 2025 Q3 2025 |
30,188
shares
|
$2.67 Million
0.53% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
29,896
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2025
Added 24.16%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
29,020
shares
|
$2.57 Million
0.32% of portfolio
|
Q3 2025
Reduced 8.25%
|
|