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 561 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 |
|---|---|---|---|---|---|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 22, 2025 Q3 2025 |
22,391
shares
|
$1.98 Million
0.88% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
22,201
shares
|
$1.96 Million
0.32% of portfolio
|
Q4 2025
Reduced 1.2%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
22,021
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
21,857
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
Added 65.9%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
21,446
shares
|
$1.9 Million
0.2% of portfolio
|
Q3 2025
Reduced 4.12%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
21,242
shares
|
$1.88 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
20,831
shares
|
$1.84 Million
0.36% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
20,585
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
19,967
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Added 30.3%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
19,898
shares
|
$1.76 Million
0.44% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
19,790
shares
|
$1.75 Million
0.05% of portfolio
|
Q4 2023
Added 16.96%
|
|
|
Burns J W & CO Inc
|
Jan 12, 2026 Q4 2025 |
19,684
shares
|
$1.74 Million
0.19% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
19,596
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
19,587
shares
|
$1.73 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
19,503
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2025
Reduced 29.87%
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
19,255
shares
|
$1.7 Million
0.21% of portfolio
|
Q4 2025
Reduced 0.35%
|
|
|
Capital City Trust CO
|
Oct 27, 2025 Q3 2025 |
19,035
shares
|
$1.68 Million
0.45% of portfolio
|
Q2 2023
Reduced 24.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
18,963
shares
|
$1.68 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
18,874
shares
|
$1.67 Million
0.81% of portfolio
|
Q4 2023
Added 120.7%
|
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Jan 12, 2026 Q4 2025 |
18,743
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
18,406
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.91%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
18,371
shares
|
$1.63 Million
0.0% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Chesapeake Capital Corp /Il/
Richmond, VA |
Nov 13, 2025 Q3 2025 |
18,371
shares
|
$1.63 Million
1.49% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
18,237
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
18,116
shares
|
$1.6 Million
0.0% of portfolio
|
Q3 2025
Added 71.39%
|
|