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 |
|---|---|---|---|---|---|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
28,311
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2025
Added 230.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
28,206
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2025
Added 7.54%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
28,031
shares
|
$2.48 Million
0.21% of portfolio
|
Q4 2022
Reduced 25.72%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
27,969
shares
|
$2.47 Million
0.01% of portfolio
|
Q3 2025
Added 2.6%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
27,031
shares
|
$2.39 Million
0.09% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Yorktown Management & Research CO Inc
|
Jan 23, 2026 Q4 2025 |
27,000
shares
|
$2.39 Million
2.16% of portfolio
|
Q4 2025
Reduced 46.0%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
26,586
shares
|
$2.35 Million
2.15% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
26,041
shares
|
$2.3 Million
0.61% of portfolio
|
Q3 2025
Added 14.31%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
26,020
shares
|
$2.3 Million
1.36% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,946
shares
|
$2.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
25,914
shares
|
$2.29 Million
0.56% of portfolio
|
Q3 2025
Added 42.49%
|
|
|
Wavelength Capital Management, LLC
|
Nov 09, 2023 Q3 2023 |
24,793
shares
|
$2.19 Million
1.96% of portfolio
|
Q3 2023
Reduced 22.75%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 10, 2025 Q3 2025 |
24,680
shares
|
$2.18 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
24,327
shares
|
$2.15 Million
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
24,327
shares
|
$2.15 Million
0.33% of portfolio
|
Q4 2022
Reduced 7.31%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,319
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2020
Added 8.16%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Jan 14, 2026 Q4 2025 |
24,225
shares
|
$2.14 Million
0.11% of portfolio
|
Q4 2025
Reduced 95.78%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
24,225
shares
|
$2.14 Million
0.02% of portfolio
|
Q4 2025
Added 23.68%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 03, 2025 Q3 2025 |
24,014
shares
|
$2.12 Million
1.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
23,767
shares
|
$2.1 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.65%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
23,676
shares
|
$2.1 Million
0.17% of portfolio
|
Q4 2025
Added 5.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
23,641
shares
|
$2.09 Million
0.03% of portfolio
|
Q3 2025
Reduced 28.56%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
23,145
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2025
Added 484.32%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
22,974
shares
|
$2.03 Million
0.13% of portfolio
|
Q3 2025
Reduced 68.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
22,399
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.51%
|
|