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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$85.31 -0.35 (-0.41%)
Closing price 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB)

Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$157.36M
Number of
Institutional Sellers
(last 12 months)
126
Total
Institutional Outflows
(last 12 months)
$155.78M
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CWB Institutional Buying and Selling by Quarter

SPDR Bloomberg Convertible Securities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/14/2025Raymond James Financial Inc.362,992$30.01M0.0%+7.4%0.726%
8/14/2025Diversify Wealth Management LLC4,030$344K0.0%N/A0.008%
8/14/2025Diversify Advisory Services LLC2,529$216K0.0%N/A0.005%
8/14/2025NewEdge Advisors LLC50,337$4.16M0.0%+374.1%0.101%
8/14/2025Qube Research & Technologies Ltd4,913$406K0.0%+66.4%0.010%
8/14/2025Acorn Wealth Advisors LLC4,728$391K0.1%-15.4%0.009%
8/14/2025 Transce3nd LLC863$71K0.0%-44.1%0.002%
8/14/2025 Cary Street Partners Financial LLC4,596$380K0.0%N/A0.009%
8/13/2025 Rosenblum Silverman Sutton S F Inc. CA19,948$1.65M0.4%-1.2%0.040%
8/13/2025 Financial & Tax Architects LLC122,431$10.12M2.5%+1.5%0.245%
8/13/2025 Baird Financial Group Inc.3,802$314K0.0%-3.3%0.008%
8/13/2025 Guggenheim Capital LLC184,095$15.22M0.1%-14.6%0.368%
8/13/2025 EverSource Wealth Advisors LLC8,950$740K0.0%-4.3%0.018%
8/13/2025 Invesco Ltd.8,798$727K0.0%-7.9%0.018%
8/13/2025 River Wealth Advisors LLC230,973$19.09M2.4%+2.8%0.462%
8/13/2025 M&T Bank Corp8,100$670K0.0%-11.0%0.016%
8/13/2025 Fisher Asset Management LLC2,922$242K0.0%N/A0.006%
8/13/2025 Edgestream Partners L.P.2,462$204K0.0%N/A0.005%
8/13/2025 Everstar Asset Management LLC25,105$2.08M1.2%-5.6%0.050%
8/13/2025 Stablepoint Partners LLC9,120$754K0.1%+4.5%0.018%
8/13/2025 Legacy Capital Wealth Partners LLC6,811$563K0.1%-6.0%0.014%
8/13/2025 Quadrature Capital Ltd47,934$3.96M0.1%-82.5%0.096%
8/13/2025 Level Four Advisory Services LLC2,806$232K0.0%-10.5%0.006%
8/13/2025 Northwestern Mutual Wealth Management Co.655,027$54.15M0.0%+12.0%1.310%
8/13/2025 Johnson Financial Group Inc.11,223$928K0.0%+17.9%0.022%
8/13/2025 Aristides Capital LLC17,336$1.43M0.3%+135.3%0.035%
8/12/2025 Country Trust Bank966$80K0.0%N/A0.002%
8/12/2025 J.W. Cole Advisors Inc.31,129$2.57M0.1%+7.4%0.062%
8/12/2025 Steward Partners Investment Advisory LLC91,718$7.58M0.1%+0.8%0.183%
8/12/2025 CreativeOne Wealth LLC10,873$899K0.0%-10.8%0.022%
8/12/2025 Global Retirement Partners LLC5,784$478K0.0%N/A0.012%
8/12/2025 Prudential Financial Inc.71,583$5.92M0.0%-5.2%0.143%
8/12/2025 MAI Capital Management19,601$1.62M0.0%-0.8%0.039%
8/12/2025 JPMorgan Chase & Co.8,682$718K0.0%-91.7%0.017%
8/12/2025 Prudential PLC21,040$1.74M0.0%-1.2%0.042%
8/12/2025 Absolute Capital Management LLC2,932$242K0.1%-5.9%0.006%
8/12/2025 EFG Asset Management Americas Corp.36,418$3.01M0.6%+21.3%0.073%
8/11/2025 TRUE Private Wealth Advisors31,630$2.62M0.3%+372.7%0.063%
8/11/2025 Traub Capital Management LLC2,610$216K0.2%N/A0.005%
8/11/2025 HHM Wealth Advisors LLC1,253$104K0.0%N/A0.003%
Musk’s Project Colossus could mint millionaires (Ad)

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8/11/2025 FSC Wealth Advisors LLC123,569$10.21M6.2%+0.4%0.261%
8/11/2025 Anderson Financial Strategies LLC98,775$8.17M5.2%-3.8%0.209%
8/11/2025 Cordatus Wealth Management LLC18,187$1.50M0.4%+22.6%0.038%
8/11/2025 Mount Lucas Management LP33,775$2.79M1.2%-2.2%0.071%
8/11/2025 Sykon Capital LLC45,537$3.76M1.4%N/A0.096%
8/8/2025 Rockefeller Capital Management L.P.53,880$4.45M0.0%-3.7%0.114%
8/8/2025 Kingsview Wealth Management LLC110,797$9.16M0.2%-0.5%0.234%
8/8/2025 Union Savings Bank764$65K0.0%-31.4%0.002%
8/8/2025 Cetera Investment Advisers1,557,744$128.76M0.2%-1.9%3.293%
8/8/2025 Creative Planning64,192$5.31M0.0%-41.6%0.136%
8/8/2025 Foundations Investment Advisors LLC6,039$499K0.0%-32.7%0.013%
8/8/2025 Ignite Planners LLC18,348$1.56M0.2%+1.8%0.039%
8/8/2025 Petix & Botte Co89,742$7.42M1.8%-5.8%0.190%
8/8/2025 PNC Financial Services Group Inc.778,157$64.32M0.0%-3.5%1.645%
8/8/2025 SBI Securities Co. Ltd.1,078$89K0.0%-29.7%0.002%
8/8/2025 Advyzon Investment Management LLC3,738$309K0.1%N/A0.008%
8/7/2025 New England Private Wealth Advisors LLC17,264$1.47M0.2%+2.1%0.036%
8/7/2025 Allworth Financial LP67,000$5.54M0.0%-3.7%0.142%
8/7/2025 Midwest Trust Co3,815$315K0.0%N/A0.008%
8/6/2025 Prospera Financial Services Inc44,377$3.67M0.1%+3.3%0.094%
8/6/2025 RWA Wealth Partners LLC75,628$6.25M0.1%+1,917.3%0.160%
8/6/2025 Florin Court Capital LLP169,695$14.03M14.3%+5.4%0.359%
8/6/2025 AE Wealth Management LLC13,175$1.09M0.0%-53.1%0.028%
8/6/2025 Wedbush Securities Inc.4,347$359K0.0%-22.7%0.009%
8/6/2025 Nvwm LLC2,651$219K0.1%N/A0.006%
8/6/2025 Paulson Wealth Management Inc.143,546$11.87M3.1%+1.1%0.303%
8/6/2025 Savant Capital LLC2,881$238K0.0%N/A0.006%
8/6/2025 Modera Wealth Management LLC143,998$11.90M0.1%+22.2%0.304%
8/6/2025 Mascagni Wealth Management Inc.4,151$343K0.3%-6.4%0.009%
8/6/2025 Horan Securities Inc.2,726$225K0.1%N/A0.006%
8/6/2025 Strategic Financial Partners Ltd.7,592$628K0.3%-59.1%0.016%
8/6/2025 Atlantic Union Bankshares Corp700$58K0.0%N/A0.001%
8/6/2025 Moors & Cabot Inc.3,678$304K0.0%-19.7%0.008%
8/5/2025 Advisors Preferred LLC46,126$3.80M0.6%+605.1%0.098%
8/5/2025 Key Financial Inc9,378$775K0.2%+1.7%0.020%
8/5/2025 Optivise Advisory Services LLC47,743$3.95M2.0%+1.2%0.101%
8/5/2025 Bank of Montreal Can436,381$36.07M0.0%-3.1%0.923%
8/5/2025 EPG Wealth Management LLC1,380$114K0.0%-51.2%0.003%
8/4/2025 AMG National Trust Bank114,047$9.43M0.2%-7.3%0.241%
8/4/2025 Pinnacle Associates Ltd.8,933$738K0.0%-3.8%0.019%
8/4/2025 Arkadios Wealth Advisors3,728$308K0.0%-4.6%0.008%
8/4/2025 World Investment Advisors12,172$1.01M0.0%-13.5%0.026%
8/1/2025 Austin Private Wealth LLC3,254$269K0.0%+4.9%0.007%
8/1/2025 James Investment Research Inc.9,417$778K0.1%+138.4%0.020%
8/1/2025 New York Life Investment Management LLC605,123$50.02M0.5%-8.1%1.279%
8/1/2025 Boyd Watterson Asset Management LLC OH309$26K0.0%N/A0.001%
8/1/2025 Howard Capital Management Inc.2,323,907$192.09M2.3%-2.2%4.913%
8/1/2025 Advisory Alpha LLC21,313$1.76M0.1%-6.5%0.045%
8/1/2025 Rossby Financial LCC838$69K0.0%+7,518.2%0.002%
8/1/2025 Wealth Watch Advisors INC222,502$18.39M10.7%-1.1%0.470%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

All the details are waiting for you now — but you need to act before the September 1st funding windo
8/1/2025 Bessemer Group Inc.1,131,346$93.52M0.2%-0.6%2.392%
8/1/2025 First Command Advisory Services Inc.351$29K0.0%N/A0.001%
8/1/2025 Envestnet Asset Management Inc.2,405,004$198.80M0.1%-0.8%5.085%
7/31/2025 Waldron Private Wealth LLC200,274$16.56M0.7%-0.6%0.423%
7/31/2025 Burke & Herbert Bank & Trust Co.3,255$269K0.1%-4.0%0.007%
7/31/2025 Focus Partners Advisor Solutions LLC4,025$333K0.0%-6.2%0.009%
7/31/2025 Hobart Private Capital LLC6,562$542K0.1%-24.9%0.014%
7/31/2025 Guardian Asset Advisors LLC10,173$841K0.5%+98.4%0.022%
7/31/2025 CAP Partners LLC6,255$517K0.3%-8.6%0.013%
7/30/2025 Schaper Benz & Wise Investment Counsel Inc. WI18,743$1.55M0.1%-2.3%0.040%
(Data available from 1/1/2016 forward)

CWB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CWB shares?

During the previous two years, 272 institutional investors and hedge funds held shares of SPDR Bloomberg Convertible Securities ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($198.80M), Howard Capital Management Inc. ($192.09M), Cetera Investment Advisers ($128.76M), Ameriprise Financial Inc. ($103.12M), Bessemer Group Inc. ($93.52M), Delta Capital Management LLC ($83.21M), and PNC Financial Services Group Inc. ($64.32M).Learn more on SPDR Bloomberg Convertible Securities ETF's institutional investors.

Which institutional investors have been buying SPDR Bloomberg Convertible Securities ETF's stock?

Of the 167 institutional investors that purchased SPDR Bloomberg Convertible Securities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Ameriprise Financial Inc. ($587.33K), Goodman Advisory Group LLC ($312.70K), BNP Paribas Financial Markets ($279.75K), Advisors Preferred LLC ($265.24K), ST Germain D J Co. Inc. ($217.67K), NewSquare Capital LLC ($205.12K), and Anderson Financial Strategies LLC ($100.96K).

How much institutional buying is happening at SPDR Bloomberg Convertible Securities ETF?

Institutional investors have bought a total of 1,994,251 shares in the last 24 months. This purchase volume represents approximately $157.36M in transactions.

Which of SPDR Bloomberg Convertible Securities ETF's major shareholders have been selling company stock?

Of the 125 institutional investors that sold SPDR Bloomberg Convertible Securities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allianz Asset Management GmbH ($366.10K), Quadrature Capital Ltd ($226.57K), ST Germain D J Co. Inc. ($151.06K), Advisors Preferred LLC ($105.08K), JPMorgan Chase & Co. ($95.96K), Stephens Inc. AR ($87.33K), and Atria Wealth Solutions Inc. ($79.81K).

How much institutional selling is happening at SPDR Bloomberg Convertible Securities ETF?

Institutional investors have sold a total of 1,925,699 shares in the last 24 months. This volume of shares sold represents approximately $155.78M in transactions.


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This page (NYSEARCA:CWB) was last updated on 8/14/2025 by MarketBeat.com Staff
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