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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$74.63 +0.38 (+0.51%)
As of 04/17/2025 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)
54
Total
Institutional Inflows
(last 12 months)
$94.59M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$36.02M
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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
4/17/2025 Schaper Benz & Wise Investment Counsel Inc. WI19,193$1.47M0.1%-5.0%0.039%
4/17/2025 Highline Wealth Partners LLC332$25K0.0%-95.6%0.001%
4/17/2025 Montecito Bank & Trust24,516$1.88M0.3%-6.6%0.050%
4/17/2025 Janney Montgomery Scott LLC155,479$11.91M0.0%+0.5%0.316%
4/16/2025 Delta Capital Management LLC1,086,000$83.21M32.6%+1.4%2.207%
4/14/2025 Farther Finance Advisors LLC8,563$657K0.0%+38,822.7%0.017%
4/9/2025 ST Germain D J Co. Inc.1,234$95K0.0%-98.6%0.003%
4/9/2025 NBC Securities Inc.2,500$191K0.0%+124,900.0%0.005%
4/8/2025 Burns J W & Co. Inc. NY19,765$1.51M0.2%-0.8%0.040%
4/7/2025 AdvisorNet Financial Inc856$66K0.0%-18.6%0.002%
3/24/2025Mascagni Wealth Management Inc.4,434$345K0.3%N/A0.009%
2/28/2025Park Square Financial Group LLC1,111$87K0.1%N/A0.002%
2/26/2025Virtue Capital Management LLC5,572$434K0.1%N/A0.012%
2/18/2025Sunbelt Securities Inc.2,534$198K0.0%N/A0.005%
2/17/2025Captrust Financial Advisors34,688$2.70M0.0%-18.1%0.072%
2/17/2025Baird Financial Group Inc.5,052$394K0.0%N/A0.010%
2/17/2025Ameriprise Financial Inc.1,003,641$78.18M0.0%+10.4%2.082%
2/17/2025Anderson Financial Strategies LLC100,964$7.86M4.7%N/A0.209%
2/14/2025Arkos Global Advisors70,890$5.52M0.8%+1.1%0.147%
2/14/2025Integrated Wealth Concepts LLC14,299$1.11M0.0%+5.7%0.030%
2/14/2025IHT Wealth Management LLC4,001$312K0.0%-5.0%0.008%
2/14/2025State of Tennessee Department of Treasury29,338$2.29M0.0%N/A0.061%
2/14/2025Goodman Advisory Group LLC160,760$12.52M3.7%+5.8%0.334%
2/13/2025Finward Bancorp76,628$5.97M5.2%N/A0.159%
2/13/2025Wedbush Securities Inc.5,907$460K0.0%N/A0.012%
2/13/2025Rosenblum Silverman Sutton S F Inc. CA20,658$1.61M0.4%-1.3%0.043%
2/12/2025CIBC Private Wealth Group LLC4,616$362K0.0%+18.5%0.010%
2/12/2025ARK & TLK Investments LLC16,480$1.28M0.4%+7.9%0.034%
2/12/2025JPMorgan Chase & Co.162,709$12.67M0.0%+34.6%0.338%
2/12/2025Wells Financial Advisors INC2,570$200K0.3%-9.7%0.005%
2/10/2025EverSource Wealth Advisors LLC22,965$1.79M0.1%N/A0.048%
2/7/2025Mount Lucas Management LP33,902$2.64M0.9%-5.7%0.070%
2/6/2025 NewSquare Capital LLC93,406$7.28M0.6%N/A0.194%
2/6/2025AMJ Financial Wealth Management51,338$4.00M1.1%N/A0.107%
2/6/2025SBI Securities Co. Ltd.1,955$152K0.0%N/A0.004%
2/6/2025Jones Financial Companies Lllp14,479$1.13M0.0%+57.9%0.030%
2/4/2025Sterling Investment Advisors Ltd.54,241$4.23M1.0%-2.5%0.113%
2/4/2025Bank of New York Mellon Corp3,025$236K0.0%N/A0.006%
2/3/2025Navellier & Associates Inc.2,578$201K0.0%N/A0.005%
2/3/2025Boyd Watterson Asset Management LLC OH346$27K0.0%N/A0.001%
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1/30/2025L.M. Kohn & Company13,056$1.02M0.3%-3.0%0.027%
1/30/2025 Roxbury Financial LLC547$45K0.0%N/A0.001%
1/30/2025First Merchants Corp10,655$830K0.0%+16.4%0.022%
1/28/2025Advisors Preferred LLC111,625$8.71M1.4%+36.4%0.232%
1/27/2025Nvwm LLC5,278$411K0.1%N/A0.011%
1/27/2025Confluence Wealth Services Inc.15,135$1.22M0.1%-1.6%0.031%
1/22/2025 Webster Bank N. A.10,045$782K0.1%-4.9%0.021%
1/22/2025Kingswood Wealth Advisors LLC18,964$1.48M0.1%+18.0%0.039%
1/21/2025 Montecito 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%
10/31/2024 Montecito 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%
10/22/2024Eastern 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%
10/16/2024Trust Co. of Vermont1,560$119K0.0%N/A0.003%
10/10/2024 Webster Bank N. A.10,566$809K0.1%-6.0%0.022%
10/10/2024Concourse 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%
8/15/2024Arkos Global Advisors70,130$5.05M0.8%+2.1%0.145%
8/14/2024Certified Advisory Corp5,669$408K0.1%-13.3%0.012%
Real Americans Don’t Wait on Wall Street’s Next Move (Ad)

What's happening in the markets right now should concern every freedom-loving American who's worked hard and saved smart. Your 401(k) doesn't deserve to be dragged through the mud by tariffs, trade wars, reckless spending, and political standoffs. And you don't have to stand by while Wall Street plays roulette with your future.

The Golden Path to Retirement gives you the whole story.
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%
(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, 119 institutional investors and hedge funds held shares of SPDR Bloomberg Convertible Securities ETF. The most heavily invested institutionals were Bessemer Group Inc. ($92.93M), Delta Capital Management LLC ($83.21M), Ameriprise Financial Inc. ($78.18M), Cambridge Investment Research Advisors Inc. ($19.62M), State of Tennessee Treasury Department ($14.95M), Waldron Private Wealth LLC ($14.92M), and JPMorgan Chase & Co. ($12.67M).Learn more on CWB's institutional investors.

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

Of the 92 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 ($1.09M), Advisors Preferred LLC ($354.44K), Integrated Wealth Concepts LLC ($346.59K), Goodman Advisory Group LLC ($312.70K), BNP Paribas Financial Markets ($279.75K), and Ameriprise Financial Inc. ($245.35K).

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

Institutional investors have bought a total of 5,632,137 shares in the last 24 months. This purchase volume represents approximately $399.83M in transactions.

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

Of the 60 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), ST Germain D J Co. Inc. ($208.58K), BTS Asset Management Inc. ($197.43K), Advisors Preferred LLC ($127.30K), Cambridge Investment Research Advisors Inc. ($67.73K), Old North State Trust LLC ($47.24K), and RPg Family Wealth Advisory LLC ($36.91K).

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

Institutional investors have sold a total of 4,661,764 shares in the last 24 months. This volume of shares sold represents approximately $318.06M in transactions.


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This page (NYSEARCA:CWB) was last updated on 4/19/2025 by MarketBeat.com Staff
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