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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$79.61 -0.09 (-0.11%)
As of 05/23/2025 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)
63
Total
Institutional Inflows
(last 12 months)
$96.69M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$46.53M
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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
5/20/2025 Belpointe Asset Management LLC7,314$561K0.0%+140.7%0.016%
5/20/2025 Fortis Capital Advisors LLC2,779$213K0.0%N/A0.006%
5/16/2025 Jones Financial Companies Lllp17,952$1.38M0.0%+24.0%0.039%
5/16/2025 NewEdge Advisors LLC10,618$814K0.0%-83.9%0.023%
5/16/2025 Integrated Wealth Concepts LLC12,353$946K0.0%-13.6%0.027%
5/15/2025 Baird Financial Group Inc.3,931$301K0.0%-22.2%0.008%
5/14/2025 Wealth Preservation Advisors LLC800$61K0.0%N/A0.002%
5/14/2025 Luminist Capital LLC323$25K0.0%-36.0%0.001%
5/14/2025 SVB Wealth LLC686$53K0.0%N/A0.001%
5/14/2025 Ameriprise Financial Inc.1,345,622$103.12M0.0%+34.1%2.906%
5/13/2025 Mill Creek Capital Advisors LLC4,010$307K0.0%-10.2%0.009%
5/13/2025 EverSource Wealth Advisors LLC9,357$717K0.0%-59.3%0.020%
5/9/2025 AXS Investments LLC19,841$1.52M0.4%+2.8%0.043%
5/8/2025 Arkadios Wealth Advisors3,908$299K0.0%N/A0.008%
5/7/2025 Sterling Investment Advisors Ltd.54,956$4.21M1.0%+1.3%0.119%
5/6/2025 Wedbush Securities Inc.5,625$431K0.0%-4.8%0.012%
5/6/2025 Mount Lucas Management LP34,529$2.65M0.9%+1.8%0.075%
5/6/2025 Advisors Preferred LLC6,542$502K0.1%-94.1%0.014%
5/6/2025 Old Port Advisors5,125$393K0.1%-2.6%0.011%
5/2/2025 Cullen Frost Bankers Inc.1,420$109K0.0%-10.9%0.003%
5/2/2025 Whittier Trust Co. of Nevada Inc.18,440$1.41M0.0%-5.1%0.040%
5/2/2025 SBI Securities Co. Ltd.1,533$117K0.0%-21.6%0.003%
5/1/2025 Hughes Financial Services LLC1,427$110K0.0%N/A0.003%
4/29/2025 Wayfinding Financial LLC781$59K0.0%N/A0.002%
4/28/2025 Arlington Trust Co LLC1,000$77K0.0%N/A0.002%
4/25/2025 MorganRosel Wealth Management LLC2,000$153K0.0%N/A0.004%
4/24/2025 Confluence Wealth Services Inc.31,257$2.37M0.1%+106.5%0.068%
4/24/2025 Sunbelt Securities Inc.2,673$205K0.0%+5.5%0.006%
4/23/2025 Mascagni Wealth Management Inc.4,434$345K0.3%+4.8%0.009%
4/22/2025 Cambridge Investment Research Advisors Inc.265,839$20.37M0.1%+3.0%0.540%
4/21/2025 Duncan Williams Asset Management LLC4,909$376K0.1%-4.9%0.010%
4/21/2025 Kingswood Wealth Advisors LLC29,754$2.28M0.1%+56.9%0.060%
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%
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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%
3/24/2025 Mascagni Wealth Management Inc.4,434$345K0.3%N/A0.009%
2/28/2025 Park Square Financial Group LLC1,111$87K0.1%N/A0.002%
2/26/2025 Virtue Capital Management LLC5,572$434K0.1%N/A0.012%
2/18/2025 Sunbelt Securities Inc.2,534$198K0.0%N/A0.005%
2/17/2025 Captrust Financial Advisors34,688$2.70M0.0%-18.1%0.072%
2/17/2025 Baird Financial Group Inc.5,052$394K0.0%N/A0.010%
2/17/2025 Ameriprise 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%
2/14/2025 Arkos Global Advisors70,890$5.52M0.8%+1.1%0.147%
2/14/2025 Integrated Wealth Concepts LLC14,299$1.11M0.0%+5.7%0.030%
2/14/2025 IHT Wealth Management LLC4,001$312K0.0%-5.0%0.008%
2/14/2025 State of Tennessee Department of Treasury29,338$2.29M0.0%N/A0.061%
2/14/2025 Goodman Advisory Group LLC160,760$12.52M3.7%+5.8%0.334%
2/13/2025 Finward Bancorp76,628$5.97M5.2%N/A0.159%
2/13/2025 Wedbush Securities Inc.5,907$460K0.0%N/A0.012%
2/13/2025 Rosenblum Silverman Sutton S F Inc. CA20,658$1.61M0.4%-1.3%0.043%
2/12/2025 CIBC Private Wealth Group LLC4,616$362K0.0%+18.5%0.010%
2/12/2025 ARK & TLK Investments LLC16,480$1.28M0.4%+7.9%0.034%
2/12/2025 JPMorgan Chase & Co.162,709$12.67M0.0%+34.6%0.338%
2/12/2025 Wells Financial Advisors INC2,570$200K0.3%-9.7%0.005%
2/10/2025 EverSource Wealth Advisors LLC22,965$1.79M0.1%N/A0.048%
2/7/2025 Mount Lucas Management LP33,902$2.64M0.9%-5.7%0.070%
2/6/2025 NewSquare Capital LLC93,406$7.28M0.6%N/A0.194%
2/6/2025 AMJ Financial Wealth Management51,338$4.00M1.1%N/A0.107%
2/6/2025 SBI Securities Co. Ltd.1,955$152K0.0%N/A0.004%
2/6/2025 Jones Financial Companies Lllp14,479$1.13M0.0%+57.9%0.030%
2/4/2025 Sterling Investment Advisors Ltd.54,241$4.23M1.0%-2.5%0.113%
2/4/2025 Bank of New York Mellon Corp3,025$236K0.0%N/A0.006%
2/3/2025 Navellier & Associates Inc.2,578$201K0.0%N/A0.005%
2/3/2025 Boyd Watterson Asset Management LLC OH346$27K0.0%N/A0.001%
1/30/2025 L.M. Kohn & Company13,056$1.02M0.3%-3.0%0.027%
1/30/2025 Roxbury Financial LLC547$45K0.0%N/A0.001%
1/30/2025 First Merchants Corp10,655$830K0.0%+16.4%0.022%
1/28/2025 Advisors Preferred LLC111,625$8.71M1.4%+36.4%0.232%
1/27/2025 Nvwm LLC5,278$411K0.1%N/A0.011%
1/27/2025 Confluence 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%
1/22/2025 Kingswood 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%
12/26/2024 JPMorgan 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%
11/15/2024 Goodman Advisory Group LLC151,887$11.63M3.3%-1.5%0.315%
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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%
(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, 125 institutional investors and hedge funds held shares of SPDR Bloomberg Convertible Securities ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($103.12M), Bessemer Group Inc. ($92.93M), Delta Capital Management LLC ($83.21M), Cambridge Investment Research Advisors Inc. ($20.37M), 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 97 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), Ameriprise Financial Inc. ($587.33K), Goodman Advisory Group LLC ($312.70K), Advisors Preferred LLC ($287.75K), BNP Paribas Financial Markets ($279.75K), and ST Germain D J Co. Inc. ($216.76K).

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

Institutional investors have bought a total of 5,506,913 shares in the last 24 months. This purchase volume represents approximately $395.26M in transactions.

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

Of the 65 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: Advisors Preferred LLC ($232.39K), ST Germain D J Co. Inc. ($208.58K), BTS Asset Management Inc. ($197.43K), NewEdge Advisors LLC ($55.22K), Cambridge Investment Research Advisors Inc. ($42.40K), RPg Family Wealth Advisory LLC ($36.91K), and Old North State Trust LLC ($35.68K).

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

Institutional investors have sold a total of 1,095,416 shares in the last 24 months. This volume of shares sold represents approximately $80.58M in transactions.


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This page (NYSEARCA:CWB) was last updated on 5/25/2025 by MarketBeat.com Staff
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