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 553 institutions that hold shares in the stock, with a total of 39.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hall Private Wealth Advisors
|
Nov 14, 2023 Q3 2023 |
258,653
shares
|
$20.4 Million
11.79% of portfolio
|
Q3 2023
Added 2.53%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
258,014
shares
|
$20.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 9.61%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
241,942
shares
|
$19.1 Million
0.03% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
231,829
shares
|
$18.3 Million
0.62% of portfolio
|
Q4 2024
Added 2434.76%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
222,448
shares
|
$17.5 Million
2.36% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
221,887
shares
|
$17.5 Million
0.04% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
218,887
shares
|
$17.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
215,190
shares
|
$16.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
211,745
shares
|
$16.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 29.82%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
210,085
shares
|
$16.5 Million
1.52% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
205,465
shares
|
$16.2 Million
0.03% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
205,316
shares
|
$16.2 Million
0.65% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
194,807
shares
|
$15.3 Million
0.02% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
189,801
shares
|
$14.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
189,481
shares
|
$14.9 Million
0.05% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
179,758
shares
|
$14.2 Million
1.49% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
170,800
shares
|
$13.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
162,709
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Added 34.59%
|
|
|
Goodman Advisory Group, LLC
|
Feb 13, 2025 Q4 2024 |
160,760
shares
|
$12.7 Million
3.72% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
154,747
shares
|
$12.2 Million
0.03% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
149,092
shares
|
$11.7 Million
0.08% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
144,806
shares
|
$11.4 Million
0.13% of portfolio
|
Q4 2024
Added 243.52%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
138,259
shares
|
$10.9 Million
2.96% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
135,493
shares
|
$10.7 Million
0.36% of portfolio
|
Q4 2024
Reduced 17.78%
|
|
|
Fsc Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
125,496
shares
|
$9.88 Million
6.55% of portfolio
|
Q4 2024
Added 253.73%
|