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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$78.97 +0.90 (+1.15%)
(As of 12/20/2024 04:32 PM ET)
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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)
$77.93M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$42.14M
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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
11/29/2024 Old North State Trust LLC5,577$427K0.3%-62.3%0.012%
11/15/2024 Goodman Advisory Group LLC151,887$11.63M3.3%-1.5%0.315%
11/15/2024 Dorsey Wright & Associates7,456$571K0.1%N/A0.015%
11/15/2024 IHT Wealth Management LLC4,211$322K0.0%-11.3%0.009%
11/15/2024 Integrated Wealth Concepts LLC13,530$1.04M0.0%-10.3%0.028%
11/14/2024 L.M. Kohn & Company13,464$1.03M0.3%-24.6%0.028%
11/14/2024 RPg Family Wealth Advisory LLC1,215$93K0.0%-96.8%0.003%
11/13/2024 BNP Paribas Financial Markets24,904$1.91M0.0%-51.6%0.052%
11/13/2024 Private Trust Co. NA5,677$435K0.0%+37.8%0.012%
11/6/2024 Mount Lucas Management LP35,946$2.75M0.9%+3.0%0.075%
11/5/2024 First Heartland Consultants Inc.4,426$339K0.0%-21.3%0.009%
11/5/2024 Prime Capital Investment Advisors LLC4,187$321K0.0%+30.3%0.009%
11/1/2024 Sonata Capital Group Inc.6,535$501K0.2%N/A0.014%
10/31/2024 Montecito Bank & Trust33,123$2.54M0.4%-1.2%0.069%
10/29/2024 Confluence 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%
10/24/2024 Sterling 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%
10/21/2024 Oakworth Capital Inc.1,196$92K0.0%N/A0.002%
10/21/2024 Whittier Trust Co. of Nevada Inc.19,440$1.49M0.0%-1.6%0.040%
10/18/2024ST 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%
10/10/2024 Webster Bank N. A.10,566$809K0.1%-6.0%0.022%
10/10/2024 Concourse 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%
10/3/2024 Duncan Williams Asset Management LLC5,160$395K0.2%N/A0.011%
8/19/2024 Old North State Trust LLC14,782$1.07M0.9%-64.2%0.031%
8/16/2024 Goodman Advisory Group LLC154,153$11.11M3.3%+16,007.9%0.320%
8/15/2024 Arkos Global Advisors70,130$5.05M0.8%+2.1%0.145%
8/14/2024 Certified Advisory Corp5,669$408K0.1%-13.3%0.012%
8/7/2024 Cahill Financial Advisors Inc.16,092$1.16M0.2%-18.5%0.033%
8/6/2024 Mount Lucas Management LP34,900$2.52M0.7%-4.0%0.072%
8/6/2024 Main 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%
8/5/2024 Sterling Investment Advisors Ltd.56,641$4.08M1.1%-1.7%0.118%
8/1/2024 Waldron Private Wealth LLC207,083$14.92M0.7%-0.9%0.430%
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7/31/2024 Confluence Wealth Services Inc.16,187$1.17M0.1%-15.9%0.034%
7/29/2024 ARK & TLK Investments LLC15,280$1.10M0.4%-1.5%0.032%
7/29/2024 Whittier Trust Co. of Nevada Inc.19,765$1.42M0.0%-2.2%0.041%
7/26/2024 Cambridge Investment Research Advisors Inc.272,225$19.62M0.1%-2.7%0.565%
7/25/2024 First Heartland Consultants Inc.5,622$405K0.0%+49.7%0.012%
7/23/2024 American National Bank769$55K0.0%-27.5%0.002%
7/23/2024 Concourse 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%
7/16/2024 Burke & Herbert Bank & Trust Co.3,790$273K0.1%N/A0.008%
7/12/2024 Webster Bank N. A.11,236$810K0.1%-17.5%0.023%
7/9/2024 Kingswood Wealth Advisors LLC12,404$894K0.1%+97.0%0.026%
7/8/2024ST Germain D J Co. Inc.152,289$10.97M0.5%-19.1%0.316%
6/11/2024 EverSource Wealth Advisors LLC380$27K0.0%+291.8%0.001%
5/17/2024 Comerica Bank14,672$1.07M0.0%-14.8%0.030%
5/13/2024 Bessemer Group Inc.1,272,292$92.93M0.2%-1.3%2.640%
5/10/2024 ARK & TLK Investments LLC15,516$1.13M0.4%-8.6%0.032%
5/8/2024 Advisors 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%
5/1/2024 BNP Paribas Financial Markets279,750$20.43M0.0%+234.6%0.562%
4/25/2024 L.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%
4/25/2024 Cambridge Investment Research Advisors Inc.279,912$20.45M0.1%-2.2%0.562%
4/23/2024 Bank of Stockton4,700$343K0.1%-4.1%0.009%
4/22/2024 Confluence 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%
4/15/2024 Kingswood Wealth Advisors LLC6,295$460K0.1%N/A0.010%
4/11/2024 Rockland Trust Co.9,962$728K0.0%-47.5%0.015%
4/9/2024 Montecito Bank & Trust33,640$2.46M0.5%+48.3%0.051%
4/5/2024 First Hawaiian Bank34,972$2.55M0.1%-0.6%0.053%
4/2/2024ST 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%
3/1/2024 ARK & TLK Investments LLC16,968$1.22M0.4%N/A0.026%
2/15/2024 Comerica Bank17,215$1.24M0.0%+13.8%0.026%
2/14/2024 State of Tennessee Treasury Department207,200$14.95M0.1%+38.4%0.313%
2/14/2024 Waterloo Capital L.P.3,216$232K0.0%N/A0.005%
2/13/2024 Jones Financial Companies Lllp3,663$264K0.0%N/A0.006%
2/12/2024 Brown Brothers Harriman & Co.8,915$643K0.0%-39.8%0.013%
2/12/2024 Parallel Advisors LLC716$52K0.0%-20.9%0.001%
2/9/2024 AXS Investments LLC10,000$722K0.2%-37.5%0.015%
2/9/2024 Cambridge 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%
2/9/2024 L.M. Kohn & Company22,351$1.61M0.5%-1.2%0.034%
2/8/2024 Laffer 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%
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2/7/2024 Cary Street Partners Investment Advisory LLC6,174$445K0.0%+1,491.2%0.009%
2/7/2024 BNP Paribas Financial Markets83,619$6.03M0.0%N/A0.127%
2/7/2024 Sonata Capital Group Inc.6,835$493K0.2%-12.5%0.010%
2/7/2024 Mount Lucas Management LP35,995$2.60M0.7%-3.2%0.054%
2/7/2024 Concourse Financial Group Securities Inc.1,121$81K0.0%-86.6%0.002%
2/6/2024 MeadowBrook Investment Advisors LLC4,460$322K0.3%N/A0.007%
2/6/2024 Essex Financial Services Inc.2,898$209K0.0%-12.0%0.004%
2/5/2024 Cary Street Partners Investment Advisory LLC6,174$445K0.1%+1,491.2%0.009%
1/31/2024 Court Place Advisors LLC3,600$260K0.1%-6.5%0.005%
1/31/2024 Goodman Advisory Group LLC150,634$10.87M3.7%N/A0.228%
(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, 117 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 ($11.84M).Learn more on CWB's institutional investors.

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

Of the 84 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 ($304.65K), 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 5,521,806 shares in the last 24 months. This purchase volume represents approximately $383.94M in transactions.

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

Of the 66 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. ($117.69K), 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 4,715,416 shares in the last 24 months. This volume of shares sold represents approximately $320.02M in transactions.


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This page (NYSEARCA:CWB) was last updated on 12/22/2024 by MarketBeat.com Staff
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