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 558 institutions that hold shares in the stock, with a total of 36.6 Million shares, which have been reported (via 13F filing form) to have a value of $3.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
64,629
shares
|
$5.94 Million
0.36% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
64,192
shares
|
$5.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.64%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
60,371
shares
|
$5.55 Million
0.0% of portfolio
|
Q3 2025
Added 18.67%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
55,962
shares
|
$5.14 Million
1.27% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
54,852
shares
|
$5.04 Million
1.09% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
David J Yvars Group
|
Oct 27, 2025 Q3 2025 |
54,685
shares
|
$5.03 Million
2.67% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
54,104
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
53,880
shares
|
$4.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.7%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
53,100
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.87%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
52,680
shares
|
$4.84 Million
0.85% of portfolio
|
Q2 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
51,904
shares
|
$4.77 Million
0.08% of portfolio
|
Q3 2025
Added 16.96%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
50,460
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
50,337
shares
|
$4.63 Million
0.02% of portfolio
|
Q2 2025
Added 374.07%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Oct 17, 2025 Q3 2025 |
50,067
shares
|
$4.6 Million
2.69% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Yorktown Management & Research CO Inc
|
Oct 29, 2025 Q3 2025 |
50,000
shares
|
$4.6 Million
3.93% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 28, 2025 Q3 2025 |
49,271
shares
|
$4.53 Million
2.01% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
47,485
shares
|
$4.36 Million
0.12% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
46,249
shares
|
$4.25 Million
0.04% of portfolio
|
Q3 2025
Reduced 27.32%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
45,730
shares
|
$4.2 Million
0.12% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
45,537
shares
|
$4.18 Million
1.37% of portfolio
|
Q2 2025
New holding
|
|
|
Bluefin Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
45,022
shares
|
$4.14 Million
1.1% of portfolio
|
Q2 2025
Reduced 47.24%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
44,410
shares
|
$4.08 Million
0.11% of portfolio
|
Q3 2025
Reduced 8.36%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
43,977
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2025
Added 81.15%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
43,267
shares
|
$3.98 Million
0.5% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
43,143
shares
|
$3.96 Million
4.17% of portfolio
|
Q3 2022
Reduced 7.23%
|