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 |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
17,949
shares
|
$1.59 Million
0.29% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
17,940
shares
|
$1.59 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Axs Investments LLC
Port Chester, NY |
Nov 04, 2025 Q3 2025 |
17,466
shares
|
$1.55 Million
0.73% of portfolio
|
Q3 2025
Reduced 34.03%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 13, 2025 Q3 2025 |
17,336
shares
|
$1.53 Million
0.57% of portfolio
|
Q2 2025
Added 135.29%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
17,320
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2025
Added 234.23%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
17,060
shares
|
$1.51 Million
0.21% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
16,839
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
16,626
shares
|
$1.47 Million
1.53% of portfolio
|
Q3 2025
Reduced 13.09%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
16,594
shares
|
$1.47 Million
0.5% of portfolio
|
Q4 2025
Reduced 3.81%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
16,575
shares
|
$1.47 Million
0.28% of portfolio
|
Q2 2022
Reduced 12.63%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
16,480
shares
|
$1.46 Million
0.47% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
16,319
shares
|
$1.44 Million
0.25% of portfolio
|
Q4 2022
Added 1.6%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
15,872
shares
|
$1.4 Million
0.04% of portfolio
|
Q3 2022
Added 0.37%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
15,736
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Added 44.73%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
15,651
shares
|
$1.38 Million
0.23% of portfolio
|
Q3 2025
Added 43.84%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
15,542
shares
|
$1.38 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,534
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Manske Wealth Management
Houston, TX |
Nov 12, 2025 Q3 2025 |
15,393
shares
|
$1.36 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.83%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
15,314
shares
|
$1.36 Million
0.81% of portfolio
|
Q4 2025
Added 13.14%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
15,250
shares
|
$1.35 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 06, 2026 Q4 2025 |
15,222
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2025
Reduced 17.55%
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
15,000
shares
|
$1.33 Million
1.34% of portfolio
|
Q1 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
14,738
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2025
Added 21.08%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
14,657
shares
|
$1.3 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
14,637
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2022
Reduced 3.56%
|
|