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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$80.45 +0.55 (+0.69%)
As of 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)
40
Total
Institutional Inflows
(last 12 months)
$72.42M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$42.74M
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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
1/21/2025Montecito Bank & Trust26,238$2.04M0.4%-20.8%0.054%
1/17/2025 Janney Montgomery Scott LLC154,747$12.05M0.0%+0.1%0.321%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.471$37K0.0%+117.1%0.001%
1/13/2025 AdvisorNet Financial Inc1,051$82K0.0%-16.5%0.002%
1/10/2025 Highline Wealth Partners LLC7,506$585K0.2%-33.3%0.016%
1/10/2025 ST Germain D J Co. Inc.91,192$7.10M0.3%-1.0%0.189%
1/8/2025 Worth Asset Management LLC4,691$365K0.2%N/A0.010%
12/26/2024JPMorgan Chase & Co.120,893$9.26M0.0%+20.9%0.251%
11/29/2024Old North State Trust LLC5,577$427K0.3%-62.3%0.012%
11/15/2024Goodman Advisory Group LLC151,887$11.63M3.3%-1.5%0.315%
11/15/2024Dorsey Wright & Associates7,456$571K0.1%N/A0.015%
11/15/2024IHT Wealth Management LLC4,211$322K0.0%-11.3%0.009%
11/15/2024Integrated Wealth Concepts LLC13,530$1.04M0.0%-10.3%0.028%
11/14/2024L.M. Kohn & Company13,464$1.03M0.3%-24.6%0.028%
11/14/2024RPg Family Wealth Advisory LLC1,215$93K0.0%-96.8%0.003%
11/13/2024BNP Paribas Financial Markets24,904$1.91M0.0%-51.6%0.052%
11/13/2024Private Trust Co. NA5,677$435K0.0%+37.8%0.012%
11/6/2024Mount Lucas Management LP35,946$2.75M0.9%+3.0%0.075%
11/5/2024First Heartland Consultants Inc.4,426$339K0.0%-21.3%0.009%
11/5/2024Prime Capital Investment Advisors LLC4,187$321K0.0%+30.3%0.009%
11/1/2024Sonata Capital Group Inc.6,535$501K0.2%N/A0.014%
10/31/2024Montecito Bank & Trust33,123$2.54M0.4%-1.2%0.069%
10/29/2024Confluence Wealth Services Inc.15,385$1.18M0.1%-5.0%0.032%
10/29/2024 Janney Montgomery Scott LLC154,598$11.84M0.0%-3.0%0.321%
10/25/2024 Highline Wealth Partners LLC11,252$862K0.3%N/A0.023%
10/24/2024Sterling Investment Advisors Ltd.55,648$4.26M1.1%-1.8%0.115%
10/23/2024 BTS Asset Management Inc.8,607$659K0.6%-88.2%0.018%
10/22/2024 Eastern Bank1,605$123K0.0%N/A0.003%
10/21/2024Oakworth Capital Inc.1,196$92K0.0%N/A0.002%
10/21/2024Whittier Trust Co. of Nevada Inc.19,440$1.49M0.0%-1.6%0.040%
10/18/2024 ST Germain D J Co. Inc.92,130$7.06M0.3%-39.5%0.191%
10/16/2024 Trust Co. of Vermont1,560$119K0.0%N/A0.003%
10/10/2024Webster Bank N. A.10,566$809K0.1%-6.0%0.022%
10/10/2024Concourse Financial Group Securities Inc.1,907$146K0.0%+106.6%0.004%
10/8/2024 Future Financial Wealth Managment LLC1,000$77K0.1%N/A0.002%
10/5/2024 Burns J W & Co. Inc. NY19,880$1.52M0.2%-1.9%0.041%
10/3/2024 Rockland Trust Co.9,533$730K0.0%-2.4%0.020%
10/3/2024Duncan Williams Asset Management LLC5,160$395K0.2%N/A0.011%
8/19/2024Old North State Trust LLC14,782$1.07M0.9%-64.2%0.031%
8/16/2024Goodman Advisory Group LLC154,153$11.11M3.3%+16,007.9%0.320%
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8/15/2024Arkos Global Advisors70,130$5.05M0.8%+2.1%0.145%
8/14/2024 Certified Advisory Corp5,669$408K0.1%-13.3%0.012%
8/7/2024Cahill Financial Advisors Inc.16,092$1.16M0.2%-18.5%0.033%
8/6/2024Mount Lucas Management LP34,900$2.52M0.7%-4.0%0.072%
8/6/2024Main Street Group LTD1,877$135K0.1%-15.5%0.004%
8/5/2024 BTS Asset Management Inc.72,791$5.25M4.9%-6.5%0.151%
8/5/2024Sterling Investment Advisors Ltd.56,641$4.08M1.1%-1.7%0.118%
8/1/2024Waldron Private Wealth LLC207,083$14.92M0.7%-0.9%0.430%
7/31/2024Confluence Wealth Services Inc.16,187$1.17M0.1%-15.9%0.034%
7/29/2024ARK & TLK Investments LLC15,280$1.10M0.4%-1.5%0.032%
7/29/2024Whittier Trust Co. of Nevada Inc.19,765$1.42M0.0%-2.2%0.041%
7/26/2024Cambridge Investment Research Advisors Inc.272,225$19.62M0.1%-2.7%0.565%
7/25/2024First Heartland Consultants Inc.5,622$405K0.0%+49.7%0.012%
7/23/2024 American National Bank769$55K0.0%-27.5%0.002%
7/23/2024Concourse Financial Group Securities Inc.923$67K0.0%-17.7%0.002%
7/23/2024 Rockland Trust Co.9,765$704K0.0%-2.0%0.020%
7/23/2024 Burns J W & Co. Inc. NY20,270$1.46M0.2%-3.8%0.042%
7/16/2024 ORG Partners LLC740$53K0.0%N/A0.002%
7/16/2024Burke & Herbert Bank & Trust Co.3,790$273K0.1%N/A0.008%
7/12/2024Webster Bank N. A.11,236$810K0.1%-17.5%0.023%
7/9/2024Kingswood Wealth Advisors LLC12,404$894K0.1%+97.0%0.026%
7/8/2024 ST Germain D J Co. Inc.152,289$10.97M0.5%-19.1%0.316%
6/11/2024EverSource Wealth Advisors LLC380$27K0.0%+291.8%0.001%
5/17/2024Comerica Bank14,672$1.07M0.0%-14.8%0.030%
5/13/2024Bessemer Group Inc.1,272,292$92.93M0.2%-1.3%2.640%
5/10/2024ARK & TLK Investments LLC15,516$1.13M0.4%-8.6%0.032%
5/8/2024Advisors Preferred LLC200,560$14.60M2.5%+263.8%0.416%
5/3/2024 Central Pacific Bank Trust Division33,185$2.42M0.3%N/A0.067%
5/1/2024 Janney Montgomery Scott LLC160,431$11.72M0.0%-3.8%0.322%
5/1/2024BNP Paribas Financial Markets279,750$20.43M0.0%+234.6%0.562%
4/25/2024L.M. Kohn & Company20,878$1.53M0.4%-6.6%0.042%
4/25/2024Eudaimonia Partners LLC11,744$858K0.2%N/A0.024%
4/25/2024Eudaimonia Advisors LLC7,695$562K0.3%+131.1%0.015%
4/25/2024Cambridge Investment Research Advisors Inc.279,912$20.45M0.1%-2.2%0.562%
4/23/2024Bank of Stockton4,700$343K0.1%-4.1%0.009%
4/22/2024Confluence Wealth Services Inc.19,242$1.41M0.1%-4.4%0.039%
4/22/2024 BTS Asset Management Inc.77,813$5.69M4.7%-9.7%0.156%
4/17/2024 Burns J W & Co. Inc. NY21,065$1.54M0.2%+2.8%0.032%
4/15/2024 Future Financial Wealth Managment LLC1,000$73K0.1%N/A0.002%
4/15/2024Kingswood Wealth Advisors LLC6,295$460K0.1%N/A0.010%
4/11/2024 Rockland Trust Co.9,962$728K0.0%-47.5%0.015%
4/9/2024Montecito Bank & Trust33,640$2.46M0.5%+48.3%0.051%
4/5/2024 First Hawaiian Bank34,972$2.55M0.1%-0.6%0.053%
4/2/2024 ST Germain D J Co. Inc.188,297$13.75M0.7%-1.3%0.285%
3/8/2024ICA Group Wealth Management LLC435$31K0.0%N/A0.001%
3/1/2024ARK & TLK Investments LLC16,968$1.22M0.4%N/A0.026%
2/15/2024Comerica Bank17,215$1.24M0.0%+13.8%0.026%
2/14/2024State of Tennessee Treasury Department207,200$14.95M0.1%+38.4%0.313%
2/14/2024Waterloo Capital L.P.3,216$232K0.0%N/A0.005%
2/13/2024Jones Financial Companies Lllp3,663$264K0.0%N/A0.006%
Bill Gates’ is about to mint millionaires (again) with Stargate. (Ad)

This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrough so advanced, it’s going to make ChatGPT look like VHS. But what’s even more unbelievable? I believe it’ll make Nvidia’s meteoric rise look like a backyard bottle rocket.

Click here and I’ll tell you everything you need to know.
2/12/2024Brown Brothers Harriman & Co.8,915$643K0.0%-39.8%0.013%
2/12/2024Parallel Advisors LLC716$52K0.0%-20.9%0.001%
2/9/2024AXS Investments LLC10,000$722K0.2%-37.5%0.015%
2/9/2024Cambridge Investment Research Advisors Inc.286,249$20.65M0.1%-9.0%0.433%
2/9/2024 Certified Advisory Corp8,185$591K0.1%-5.2%0.012%
2/9/2024L.M. Kohn & Company22,351$1.61M0.5%-1.2%0.034%
2/8/2024Laffer Tengler Investments Inc.10,061$726K0.2%N/A0.015%
2/8/2024 Janney Montgomery Scott LLC166,756$12.03M0.0%+4.1%0.252%
2/7/2024Cary Street Partners Investment Advisory LLC6,174$445K0.0%+1,491.2%0.009%
2/7/2024BNP Paribas Financial Markets83,619$6.03M0.0%N/A0.127%
(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, 114 institutional investors and hedge funds held shares of SPDR Bloomberg Convertible Securities ETF. The most heavily invested institutionals were Bessemer Group Inc. ($92.93M), Ameriprise Financial Inc. ($70.81M), Cambridge Investment Research Advisors Inc. ($19.62M), State of Tennessee Treasury Department ($14.95M), Waldron Private Wealth LLC ($14.92M), Advisors Preferred LLC ($14.60M), and Janney Montgomery Scott LLC ($12.05M).Learn more on CWB's institutional investors.

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

Of the 83 institutional investors that purchased SPDR Bloomberg Convertible Securities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bessemer Group Inc. ($1.25M), Delta Capital Management LLC ($1.07M), ST Germain D J Co. Inc. ($639.24K), Integrated Wealth Concepts LLC ($345.83K), Advisors Preferred LLC ($324.68K), Goodman Advisory Group LLC ($303.83K), and BNP Paribas Financial Markets ($279.75K).

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

Institutional investors have bought a total of 5,535,268 shares in the last 24 months. This purchase volume represents approximately $385.13M in transactions.

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

Of the 65 institutional investors that sold SPDR Bloomberg Convertible Securities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($3.68M), BTS Asset Management Inc. ($198.12K), Advisors Preferred LLC ($128.44K), ST Germain D J Co. Inc. ($118.62K), Cambridge Investment Research Advisors Inc. ($81.37K), Riggs Asset Managment Co. Inc. ($60.89K), and Old North State Trust LLC ($47.24K).

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

Institutional investors have sold a total of 4,710,849 shares in the last 24 months. This volume of shares sold represents approximately $319.89M in transactions.


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This page (NYSEARCA:CWB) was last updated on 1/21/2025 by MarketBeat.com Staff
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