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 38.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
343,076
shares
|
$30.4 Million
0.05% of portfolio
|
Q3 2025
Added 88.15%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
301,912
shares
|
$26.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.83%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
301,023
shares
|
$26.6 Million
0.28% of portfolio
|
Q3 2025
Added 254.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
265,547
shares
|
$23.5 Million
0.07% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
265,320
shares
|
$23.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
258,653
shares
|
$22.9 Million
11.79% of portfolio
|
Q3 2023
Added 2.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
252,425
shares
|
$22.3 Million
0.03% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
238,919
shares
|
$21.1 Million
0.03% of portfolio
|
Q4 2025
Added 9.66%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
234,148
shares
|
$20.7 Million
2.58% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
228,589
shares
|
$20.2 Million
8.52% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
215,808
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
213,346
shares
|
$18.9 Million
0.02% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
190,822
shares
|
$16.9 Million
0.7% of portfolio
|
Q3 2025
Reduced 4.72%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,801
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
188,551
shares
|
$16.7 Million
1.42% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
186,414
shares
|
$16.5 Million
0.13% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
161,948
shares
|
$14.3 Million
3.59% of portfolio
|
Q3 2025
Added 12.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
157,018
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
148,783
shares
|
$13.2 Million
7.24% of portfolio
|
Q2 2025
Added 45.6%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
143,112
shares
|
$12.7 Million
0.15% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
130,221
shares
|
$11.5 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
128,695
shares
|
$11.4 Million
2.64% of portfolio
|
Q3 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
125,473
shares
|
$11.1 Million
3.88% of portfolio
|
Q3 2025
Added 9.22%
|
|
|
Fsc Wealth Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
123,442
shares
|
$10.9 Million
6.53% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
122,306
shares
|
$10.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.57%
|
|