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 |
|---|---|---|---|---|---|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
20,488
shares
|
$1.64 Million
0.44% of portfolio
|
Q4 2024
Reduced 27.16%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Feb 07, 2025 Q4 2024 |
20,193
shares
|
$1.61 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.87%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
19,915
shares
|
$1.59 Million
0.2% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
19,901
shares
|
$1.59 Million
0.03% of portfolio
|
Q4 2024
Added 221.66%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
19,790
shares
|
$1.58 Million
0.05% of portfolio
|
Q4 2023
Added 16.96%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
19,766
shares
|
$1.58 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
19,623
shares
|
$1.57 Million
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
19,571
shares
|
$1.56 Million
0.1% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
19,440
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Prudential PLC
London, England, X0 |
Feb 12, 2025 Q4 2024 |
19,430
shares
|
$1.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 14.44%
|
|
|
Axs Investments LLC
Port Chester, NY |
Feb 10, 2025 Q4 2024 |
19,301
shares
|
$1.54 Million
0.46% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
19,292
shares
|
$1.54 Million
0.24% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
19,092
shares
|
$1.52 Million
0.06% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
19,035
shares
|
$1.52 Million
0.4% of portfolio
|
Q2 2023
Reduced 24.12%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
18,964
shares
|
$1.51 Million
0.11% of portfolio
|
Q4 2024
Added 18.0%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
18,874
shares
|
$1.51 Million
0.81% of portfolio
|
Q4 2023
Added 120.7%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,752
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 24.73%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
18,434
shares
|
$1.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Feb 10, 2025 Q4 2024 |
18,434
shares
|
$1.47 Million
1.46% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,047
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Added 67.24%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
17,890
shares
|
$1.43 Million
0.32% of portfolio
|
Q1 2024
New holding
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
17,186
shares
|
$1.37 Million
0.67% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
16,891
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.68%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
16,889
shares
|
$1.35 Million
0.21% of portfolio
|
Q4 2024
Added 1.5%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
16,740
shares
|
$1.34 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.3%
|