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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$92.91 +0.01 (+0.01%)
Closing price 10/14/2025 04:10 PM Eastern
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$92.90 -0.02 (-0.02%)
As of 08:02 AM 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)
153
Total
Institutional Inflows
(last 12 months)
$206.41M
Number of
Institutional Sellers
(last 12 months)
140
Total
Institutional Outflows
(last 12 months)
$243.83M
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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
10/15/2025Client First Investment Management LLC6,382$578K0.3%N/A0.013%
10/14/2025Farther Finance Advisors LLC8,809$797K0.0%+3.7%0.017%
10/14/2025Exchange 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%
8/13/2025M&T Bank Corp8,100$670K0.0%-11.0%0.016%
8/13/2025Fisher Asset Management LLC2,922$242K0.0%N/A0.006%
8/13/2025Edgestream Partners L.P.2,462$204K0.0%N/A0.005%
8/13/2025Everstar Asset Management LLC25,105$2.08M1.2%-5.6%0.050%
8/13/2025Stablepoint Partners LLC9,120$754K0.1%+4.5%0.018%
8/13/2025Legacy Capital Wealth Partners LLC6,811$563K0.1%-6.0%0.014%
8/13/2025Quadrature Capital Ltd47,934$3.96M0.1%-82.5%0.096%
8/13/2025Level Four Advisory Services LLC2,806$232K0.0%-10.5%0.006%
8/13/2025Northwestern Mutual Wealth Management Co.655,027$54.15M0.0%+12.0%1.310%
8/13/2025Johnson Financial Group Inc.11,223$928K0.0%+17.9%0.022%
8/13/2025Aristides Capital LLC17,336$1.43M0.3%+135.3%0.035%
8/12/2025Country Trust Bank966$80K0.0%N/A0.002%
8/12/2025J.W. Cole Advisors Inc.31,129$2.57M0.1%+7.4%0.062%
8/12/2025Steward Partners Investment Advisory LLC91,718$7.58M0.1%+0.8%0.183%
8/12/2025CreativeOne Wealth LLC10,873$899K0.0%-10.8%0.022%
8/12/2025Global Retirement Partners LLC5,784$478K0.0%N/A0.012%
8/12/2025Prudential Financial Inc.71,583$5.92M0.0%-5.2%0.143%
8/12/2025MAI Capital Management19,601$1.62M0.0%-0.8%0.039%
8/12/2025JPMorgan Chase & Co.8,682$718K0.0%-91.7%0.017%
8/12/2025Prudential PLC21,040$1.74M0.0%-1.2%0.042%
8/12/2025Absolute Capital Management LLC2,932$242K0.1%-5.9%0.006%
8/12/2025EFG Asset Management Americas Corp.36,418$3.01M0.6%+21.3%0.073%
8/11/2025TRUE Private Wealth Advisors31,630$2.62M0.3%+372.7%0.063%
8/11/2025Traub Capital Management LLC2,610$216K0.2%N/A0.005%
8/11/2025HHM Wealth Advisors LLC1,253$104K0.0%N/A0.003%
8/11/2025FSC Wealth Advisors LLC123,569$10.21M6.2%+0.4%0.247%
8/11/2025Anderson Financial Strategies LLC98,775$8.17M5.2%-3.8%0.209%
8/11/2025Cordatus Wealth Management LLC18,187$1.50M0.4%+22.6%0.038%
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%
8/8/2025Rockefeller Capital Management L.P.53,880$4.45M0.0%-3.7%0.114%
8/8/2025Kingsview Wealth Management LLC110,797$9.16M0.2%-0.5%0.234%
8/8/2025Union Savings Bank764$65K0.0%-31.4%0.002%
8/8/2025Cetera Investment Advisers1,557,744$128.76M0.2%-1.9%3.293%
8/8/2025Creative Planning64,192$5.31M0.0%-41.6%0.136%
8/8/2025Foundations Investment Advisors LLC6,039$499K0.0%-32.7%0.013%
8/8/2025 Ignite Planners LLC18,348$1.56M0.2%+1.8%0.039%
8/8/2025Petix & Botte Co89,742$7.42M1.8%-5.8%0.190%
8/8/2025PNC Financial Services Group Inc.778,157$64.32M0.0%-3.5%1.645%
8/8/2025SBI Securities Co. Ltd.1,078$89K0.0%-29.7%0.002%
8/8/2025Advyzon Investment Management LLC3,738$309K0.1%N/A0.008%
8/7/2025New England Private Wealth Advisors LLC17,264$1.47M0.2%+2.1%0.036%
(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, 295 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 179 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), BNP Paribas Financial Markets ($330.83K), Advisors Preferred LLC ($265.24K), NewSquare Capital LLC ($205.12K), Anderson Financial Strategies LLC ($100.96K), and Toronto Dominion Bank ($90K).

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

Institutional investors have bought a total of 2,561,852 shares in the last 24 months. This purchase volume represents approximately $206.41M in transactions.

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

Of the 140 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), ST Germain D J Co. Inc. ($152.06K), Advisors Preferred LLC ($105.08K), JPMorgan Chase & Co. ($95.96K), 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 2,985,618 shares in the last 24 months. This volume of shares sold represents approximately $243.83M in transactions.


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This page (NYSEARCA:CWB) was last updated on 10/15/2025 by MarketBeat.com Staff
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