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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$91.65 +0.81 (+0.89%)
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)
165
Total
Institutional Inflows
(last 12 months)
$264.90M
Number of
Institutional Sellers
(last 12 months)
150
Total
Institutional Outflows
(last 12 months)
$235.64M
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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
10/23/2025Webster Bank N. A.6,991$633K0.1%-13.1%0.014%
10/23/2025Kingswood Wealth Advisors LLC13,224$1.20M0.1%+6.4%0.026%
10/23/2025HB Wealth Management LLC10,353$937K0.0%+45.1%0.020%
10/23/2025SkyOak Wealth LLC20,831$1.89M0.4%-1.0%0.040%
10/22/2025 First Merchants Corp10,281$930K0.0%-3.5%0.020%
10/22/2025 CoreCap Advisors LLC3,845$348K0.0%-6.4%0.007%
10/22/2025 Cordatus Wealth Management LLC25,914$2.35M0.6%+42.5%0.050%
10/22/2025 Hennion & Walsh Asset Management Inc.4,030$365K0.0%-14.0%0.008%
10/22/2025 Bigelow Investment Advisors LLC4,044$366K0.1%-4.2%0.008%
10/22/2025 Commonwealth Equity Services LLC252,425$22.85M0.0%+4.3%0.490%
10/21/2025 Global Retirement Partners LLC7,294$660K0.0%+26.1%0.014%
10/21/2025 NTV Asset Management LLC105,788$9.57M1.0%-1.8%0.205%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors8,254$747K0.0%N/A0.016%
10/21/2025 Discipline Wealth Solutions LLC3,643$330K0.1%N/A0.007%
10/21/2025 Silver Oak Securities Incorporated17,320$1.57M0.1%+234.2%0.034%
10/21/2025 Farrell Financial LLC13,536$1.23M0.8%+2.1%0.026%
10/21/2025 Mather Group LLC.383$35K0.0%N/A0.001%
10/20/2025 XML Financial LLC188,551$17.06M1.4%-2.1%0.366%
10/20/2025 Ocean Park Asset Management LLC573,787$51.93M2.1%N/A1.114%
10/20/2025 Burns J W & Co. Inc. NY19,633$1.78M0.2%+2.2%0.038%
10/20/2025 Merit Financial Group LLC3,448$312K0.0%+30.7%0.007%
10/20/2025 Calamos Advisors LLC3,715$336K0.0%N/A0.007%
10/20/2025 Ascent Group LLC5,392$488K0.0%N/A0.010%
10/17/2025 Austin Private Wealth LLC3,108$281K0.0%-4.5%0.006%
10/17/2025 Retireful LLC16,626$1.51M1.5%-13.1%0.033%
10/17/2025 Institute for Wealth Management LLC.2,739$248K0.0%N/A0.005%
10/17/2025 Optivise Advisory Services LLC50,067$4.53M2.7%+4.9%0.098%
10/17/2025 AFG Fiduciary Services Limited Partnership18,461$1.69M0.4%-1.5%0.036%
10/17/2025 FSC Wealth Advisors LLC123,442$11.17M6.4%-0.1%0.242%
10/17/2025 Worth Asset Management LLC3,267$296K0.1%-7.8%0.006%
10/17/2025 Sowell Financial Services LLC27,674$2.51M0.1%+0.6%0.054%
10/16/2025 Wealth Management Resources Inc.6,768$613K0.2%-6.5%0.013%
10/16/2025 Carnegie Investment Counsel2,342$212K0.0%N/A0.005%
10/16/2025 Fulton Breakefield Broenniman LLC6,465$585K0.0%-13.9%0.013%
10/16/2025 Nvwm LLC2,772$251K0.1%+4.6%0.005%
10/16/2025 Horst & Graben Wealth Management LLC8,965$811K0.1%-5.2%0.018%
10/16/2025 Quad Cities Investment Group LLC2,656$240K0.1%-14.7%0.005%
10/15/2025 CWM LLC9,220$834K0.0%-1.6%0.018%
10/15/2025 Norden Group LLC2,527$229K0.0%N/A0.005%
10/15/2025 World Investment Advisors14,738$1.33M0.0%+21.1%0.029%
10/15/2025 Mascagni Wealth Management Inc.3,892$352K0.3%-6.2%0.008%
10/15/2025 Brookstone Capital Management19,967$1.81M0.0%+30.3%0.039%
10/15/2025 Client First Investment Management LLC6,382$578K0.3%N/A0.013%
10/14/2025 Farther Finance Advisors LLC8,809$797K0.0%+3.7%0.017%
10/14/2025 Exchange Traded Concepts LLC19,587$1.77M0.0%-15.8%0.038%
10/10/2025 SK Wealth Management LLC10,063$932K0.3%-3.2%0.020%
10/10/2025 Signal Advisors Wealth LLC2,831$256K0.0%N/A0.006%
10/9/2025 Baker Tilly Wealth Management LLC2,562$232K0.1%-10.9%0.005%
10/9/2025 Lifestyle Asset Management Inc.125,473$11.36M3.9%+9.2%0.246%
10/9/2025 Redhawk Wealth Advisors Inc.9,573$866K0.1%N/A0.019%
10/8/2025 Ignite Planners LLC17,949$1.62M0.3%-2.2%0.035%
10/8/2025 Balefire LLC3,409$309K0.1%N/A0.007%
10/7/2025 Montecito Bank & Trust22,470$2.03M0.3%N/A0.044%
10/7/2025 FOCUS Wealth Advisors LLC31,037$2.81M1.4%-0.4%0.061%
10/7/2025 ST Germain D J Co. Inc.1,143$103K0.0%-46.7%0.002%
10/6/2025 HF Advisory Group LLC31,488$2.85M1.0%+3.5%0.062%
10/2/2025 Investors Research Corp14,098$1.28M0.2%-49.2%0.028%
9/26/2025Corient Private Wealth LLC26,642$2.20M0.0%-2.1%0.053%
9/22/2025Caldwell Trust Co400$33K0.0%N/A0.001%
9/4/2025Osaic Holdings Inc.182,343$15.07M0.0%-15.3%0.365%
8/29/2025Total Investment Management Inc.1,123$93K0.0%N/A0.002%
8/29/2025Centaurus Financial Inc.3,250$269K0.0%-22.1%0.007%
8/27/2025Orion Porfolio Solutions LLC457,205$37.79M0.3%-6.5%0.914%
8/27/2025Squarepoint Ops LLC8,562$708K0.0%-63.2%0.017%
8/19/2025B. Riley Wealth Advisors Inc.63,633$5.26M0.2%N/A0.127%
8/19/2025Cim LLC43,267$3.58M0.5%+0.8%0.087%
8/18/2025Finward Bancorp75,258$6.22M4.9%-1.2%0.151%
8/18/2025Goodman Advisory Group LLC497,987$41.16M14.0%N/A0.996%
8/15/2025Corient Private Wealth LLC53,284$4.40M0.0%+95.7%0.107%
8/15/2025Captrust Financial Advisors33,121$2.74M0.0%+8.2%0.066%
8/15/2025Two Sigma Securities LLC6,567$543K0.1%N/A0.013%
8/15/2025Tidal Investments LLC18,371$1.52M0.0%+10.0%0.037%
8/15/2025Riggs Asset Managment Co. Inc.54,196$4.48M1.1%-6.9%0.108%
8/15/2025Orion Porfolio Solutions LLC457,205$37.79M0.3%-6.5%0.914%
8/15/2025MML Investors Services LLC94,772$7.83M0.0%-4.2%0.190%
8/15/2025Modern Wealth Management LLC3,409$282K0.0%N/A0.007%
8/15/2025IHT Wealth Management LLC2,663$220K0.0%-22.4%0.005%
8/15/2025Great Valley Advisor Group Inc.3,446$285K0.0%-9.8%0.007%
8/15/2025Curi Capital LLC14,273$1.18M0.0%+1.8%0.029%
8/15/2025Bluefin Capital Management LLC45,022$3.72M2.8%-47.2%0.090%
8/15/2025BNP Paribas Financial Markets51,100$4.22M0.0%+232,172.7%0.102%
8/15/2025BlueCrest Capital Management Ltd16,444$1.36M0.1%N/A0.033%
8/15/2025Bank of America Corp DE2,621,065$216.66M0.0%-0.5%5.242%
8/15/2025Ameriprise Financial Inc.455,607$37.67M0.0%-66.1%0.911%
8/14/2025Ausdal Financial Partners Inc.3,961$327K0.0%+46.8%0.008%
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%
8/14/2025Transce3nd LLC863$71K0.0%-44.1%0.002%
8/14/2025Cary Street Partners Financial LLC4,596$380K0.0%N/A0.009%
8/13/2025Rosenblum Silverman Sutton S F Inc. CA19,948$1.65M0.4%-1.2%0.040%
8/13/2025Financial & Tax Architects LLC122,431$10.12M2.5%+1.5%0.245%
8/13/2025Baird Financial Group Inc.3,802$314K0.0%-3.3%0.008%
8/13/2025Guggenheim Capital LLC184,095$15.22M0.1%-14.6%0.368%
8/13/2025EverSource Wealth Advisors LLC8,950$740K0.0%-4.3%0.018%
8/13/2025Invesco Ltd.8,798$727K0.0%-7.9%0.018%
8/13/2025River Wealth Advisors LLC230,973$19.09M2.4%+2.8%0.462%
(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, 308 institutional investors and hedge funds held shares of SPDR Bloomberg Convertible Securities ETF. The most heavily invested institutionals were Bank of America Corp DE ($216.66M), Envestnet Asset Management Inc. ($198.80M), Howard Capital Management Inc. ($192.09M), Cetera Investment Advisers ($128.76M), 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 192 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: Goodman Advisory Group LLC ($810.69K), Ameriprise Financial Inc. ($587.33K), Ocean Park Asset Management LLC ($573.79K), BNP Paribas Financial Markets ($330.83K), Advisors Preferred LLC ($265.24K), 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 3,207,472 shares in the last 24 months. This purchase volume represents approximately $264.90M in transactions.

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

Of the 149 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: Ameriprise Financial Inc. ($890.02K), Allianz Asset Management GmbH ($366.10K), Quadrature Capital Ltd ($226.57K), Advisors Preferred LLC ($105.08K), JPMorgan Chase & Co. ($95.96K), ST Germain D J Co. Inc. ($91.90K), and Stephens Inc. AR ($87.33K).

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

Institutional investors have sold a total of 2,875,965 shares in the last 24 months. This volume of shares sold represents approximately $235.64M in transactions.


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This page (NYSEARCA:CWB) was last updated on 10/23/2025 by MarketBeat.com Staff
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