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 |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
80,250
shares
|
$6.32 Million
0.04% of portfolio
|
Q4 2024
Added 11.55%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
77,295
shares
|
$6.09 Million
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
76,628
shares
|
$6.04 Million
5.17% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
75,900
shares
|
$5.98 Million
3.66% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
75,609
shares
|
$5.95 Million
0.08% of portfolio
|
Q4 2024
Added 11.79%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
74,222
shares
|
$5.85 Million
0.01% of portfolio
|
Q4 2024
Reduced 23.68%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
73,212
shares
|
$5.77 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Feb 06, 2025 Q4 2024 |
71,135
shares
|
$5.6 Million
2.37% of portfolio
|
Q4 2024
New holding
|
|
|
Archetype Wealth Partners
Houston, TX |
Feb 14, 2025 Q4 2024 |
70,890
shares
|
$5.58 Million
0.8% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
68,884
shares
|
$5.43 Million
0.13% of portfolio
|
Q4 2024
Added 218.07%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
68,553
shares
|
$5.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 19.98%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
68,525
shares
|
$5.4 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
67,272
shares
|
$5.3 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
67,264
shares
|
$5.3 Million
0.34% of portfolio
|
Q4 2024
Added 2106.1%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
65,842
shares
|
$5.19 Million
0.03% of portfolio
|
Q4 2024
Added 567.7%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
62,579
shares
|
$4.93 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Logan Stone Capital, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
60,432
shares
|
$4.76 Million
2.25% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
58,839
shares
|
$4.63 Million
1.28% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
58,292
shares
|
$4.59 Million
0.02% of portfolio
|
Q4 2024
Added 96.03%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
56,732
shares
|
$4.47 Million
2.85% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
55,949
shares
|
$4.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
54,241
shares
|
$4.27 Million
1.09% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Efg Capital International Corp.
Miami, FL |
Aug 02, 2023 Q2 2023 |
52,680
shares
|
$4.15 Million
0.85% of portfolio
|
Q2 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
52,314
shares
|
$4.12 Million
0.4% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
51,481
shares
|
$4.05 Million
2.03% of portfolio
|
Q4 2024
Reduced 1.13%
|