Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$84.46 -0.03 (-0.04%)
Closing price 04:10 PM Eastern
Extended Trading
$82.78 -1.68 (-1.98%)
As of 04:32 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB)

Number of
Institutional Buyers
(last 12 months)
114
Total
Institutional Inflows
(last 12 months)
$139.02M
Number of
Institutional Sellers
(last 12 months)
110
Total
Institutional Outflows
(last 12 months)
$125.25M
Get CWB Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Bloomberg Convertible Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CWB Institutional Buying and Selling by Quarter

SPDR Bloomberg Convertible Securities ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/11/2025Mount Lucas Management LP33,775$2.79M1.2%-2.2%0.071%
8/11/2025Sykon 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%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

Discover the under-the-radar project I believe will skyrocket as a result.
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%
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%
7/30/2025 Patten Group Inc.12,582$1.04M0.2%-4.8%0.027%
7/30/2025 Brookstone Capital Management15,324$1.27M0.0%-17.1%0.032%
7/30/2025 Phillips Financial Management LLC1,493$123K0.0%N/A0.003%
7/30/2025 Triton Financial Group Inc3,145$260K0.2%N/A0.007%
7/30/2025 Avidian Wealth Enterprises LLC4,949$409K0.0%+3.3%0.010%
7/29/2025 Elevation Capital Advisory LLC37,652$3.11M1.2%N/A0.080%
7/29/2025 Stephens Inc. AR8,359$691K0.0%-91.3%0.018%
7/29/2025 Liberty Square Wealth Partners LLC2,873$237K0.1%-18.0%0.006%
7/29/2025 Disciplined Investments LLC23,922$1.98M0.8%-2.1%0.051%
7/29/2025 International Assets Investment Management LLC4,521$374K0.0%+27.6%0.010%
7/29/2025 Stratos Wealth Partners LTD.5,479$453K0.0%-3.1%0.012%
7/29/2025 Private Trust Co. NA3,339$276K0.0%-41.2%0.007%
7/29/2025 Portland Financial Advisors Inc8,929$738K1.8%-1.9%0.019%
7/29/2025 Horst & Graben Wealth Management LLC9,456$782K0.1%-20.4%0.020%
7/28/2025 Allianz Asset Management GmbH212,700$17.58M0.0%-63.3%0.450%
7/28/2025 Harbour Investments Inc.1,381$114K0.0%-17.5%0.003%
7/25/2025 Atria Wealth Solutions Inc.39,449$3.26M0.1%-66.9%0.083%
7/25/2025 Envestnet Portfolio Solutions Inc.27,809$2.30M0.0%-69.8%0.059%
7/25/2025 MGO One Seven LLC19,003$1.57M0.1%+1.8%0.040%
7/25/2025 Hazlett Burt & Watson Inc.1,529$124K0.1%+11.0%0.003%
7/25/2025 Almanack Investment Partners LLC.4,566$377K0.1%N/A0.010%
7/25/2025 M3 Advisory Group LLC10,267$849K0.6%+1.7%0.022%
7/25/2025 CWM LLC9,373$775K0.0%-11.7%0.020%
7/24/2025 Wealth Management Resources Inc.7,235$598K0.2%-6.9%0.015%
7/24/2025 IFP Advisors Inc34,320$2.84M0.1%+15.3%0.073%
7/24/2025 Blair William & Co. IL24,276$2.01M0.0%-27.1%0.051%
7/24/2025 US Bancorp DE10,570$874K0.0%+19.9%0.022%
7/23/2025 Fulton Breakefield Broenniman LLC7,505$620K0.0%-10.5%0.016%
7/23/2025 Clear Creek Financial Management LLC16,204$1.34M0.1%-13.7%0.034%
7/23/2025 Ignite Planners LLC18,354$1.56M0.2%+1.9%0.039%
7/23/2025 H&H Retirement Design & Management INC410,452$34.87M19.1%+7.3%0.868%
7/23/2025 Detalus Advisors LLC4,299$355K0.1%-32.1%0.009%
7/23/2025 Proffitt & Goodson Inc.430$36K0.0%N/A0.001%
BREAKING: The House just passed 3 pro-crypto bills! (Ad)

THREE pro-crypto bills just passed the House! Now, experts believe altcoin season is officially here.

Discover the under-the-radar project I believe will skyrocket as a result.
7/23/2025 Kingswood Wealth Advisors LLC12,433$1.03M0.1%-58.2%0.026%
7/23/2025 Prime Capital Investment Advisors LLC4,126$341K0.0%-4.6%0.009%
7/22/2025 Simplicity Wealth LLC72,844$6.02M0.3%+118.0%0.154%
7/22/2025 Kraematon Investment Advisors Inc.13,878$1.15M1.1%-2.3%0.029%
7/22/2025 BridgePort Financial Solutions LLC11,281$932K0.3%-8.6%0.024%
7/22/2025 Apexium Financial LP12,429$1.03M0.1%-1.7%0.026%
7/21/2025 NTV Asset Management LLC107,753$8.91M1.1%-1.6%0.228%
7/21/2025 Mirae Asset Global Investments Co. Ltd.46,415$3.84M0.0%-18.6%0.098%
7/21/2025 TFG Advisers LLC38,240$3.16M1.1%-3.0%0.081%
7/18/2025 Truist Financial Corp239,479$19.80M0.0%+3.6%0.506%
(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, 235 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 143 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: Delta Capital Management LLC ($1.09M), 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), and NewSquare Capital LLC ($205.12K).

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

Institutional investors have bought a total of 1,772,355 shares in the last 24 months. This purchase volume represents approximately $139.02M in transactions.

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

Of the 110 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), ST Germain D J Co. Inc. ($151.06K), Advisors Preferred LLC ($105.08K), Stephens Inc. AR ($87.33K), Atria Wealth Solutions Inc. ($79.81K), Envestnet Portfolio Solutions Inc. ($64.31K), and BTS Asset Management Inc. ($64.18K).

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

Institutional investors have sold a total of 1,556,453 shares in the last 24 months. This volume of shares sold represents approximately $125.25M in transactions.


Related Companies

This page (NYSEARCA:CWB) was last updated on 8/11/2025 by MarketBeat.com Staff
From Our Partners
Your blueprint for crypto wealth
Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…
Crypto 101 Media | Sponsored
Trump’s national nightmare is here
Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...
Porter & Company | Sponsored
HIDDEN IN THE BOOK OF GENESIS…
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsored
GENIUS Act: Cancel Your Money?
A new law called the GENIUS Act could quietly trigger the most radical shift in American finance in decades. B...
Priority Gold | Sponsored
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsored
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsored