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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$83.10 +0.37 (+0.45%)
As of 07/3/2025 05:00 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)
$96.67M
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
5/20/2025Belpointe Asset Management LLC7,314$561K0.0%+140.7%0.016%
5/20/2025Fortis Capital Advisors LLC2,779$213K0.0%N/A0.006%
5/16/2025Jones Financial Companies Lllp17,952$1.38M0.0%+24.0%0.039%
5/16/2025NewEdge Advisors LLC10,618$814K0.0%-83.9%0.023%
5/16/2025Integrated Wealth Concepts LLC12,353$946K0.0%-13.6%0.027%
5/15/2025Baird Financial Group Inc.3,931$301K0.0%-22.2%0.008%
5/14/2025Wealth Preservation Advisors LLC800$61K0.0%N/A0.002%
5/14/2025Luminist Capital LLC323$25K0.0%-36.0%0.001%
5/14/2025SVB Wealth LLC686$53K0.0%N/A0.001%
5/14/2025Ameriprise Financial Inc.1,345,622$103.12M0.0%+34.1%2.906%
5/13/2025Mill Creek Capital Advisors LLC4,010$307K0.0%-10.2%0.009%
5/13/2025EverSource Wealth Advisors LLC9,357$717K0.0%-59.3%0.020%
5/9/2025AXS Investments LLC19,841$1.52M0.4%+2.8%0.043%
5/8/2025Arkadios Wealth Advisors3,908$299K0.0%N/A0.008%
5/7/2025Sterling Investment Advisors Ltd.54,956$4.21M1.0%+1.3%0.119%
5/6/2025Wedbush Securities Inc.5,625$431K0.0%-4.8%0.012%
5/6/2025Mount Lucas Management LP34,529$2.65M0.9%+1.8%0.075%
5/6/2025Advisors Preferred LLC6,542$502K0.1%-94.1%0.014%
5/6/2025Old Port Advisors5,125$393K0.1%-2.6%0.011%
5/2/2025Cullen Frost Bankers Inc.1,420$109K0.0%-10.9%0.003%
5/2/2025Whittier Trust Co. of Nevada Inc.18,440$1.41M0.0%-5.1%0.040%
5/2/2025SBI Securities Co. Ltd.1,533$117K0.0%-21.6%0.003%
5/1/2025Hughes Financial Services LLC1,427$110K0.0%N/A0.003%
4/29/2025Wayfinding Financial LLC781$59K0.0%N/A0.002%
4/28/2025Arlington Trust Co LLC1,000$77K0.0%N/A0.002%
4/25/2025MorganRosel Wealth Management LLC2,000$153K0.0%N/A0.004%
4/24/2025Confluence Wealth Services Inc.31,257$2.37M0.1%+106.5%0.068%
4/24/2025Sunbelt Securities Inc.2,673$205K0.0%+5.5%0.006%
4/23/2025Mascagni Wealth Management Inc.4,434$345K0.3%+4.8%0.009%
4/22/2025Cambridge Investment Research Advisors Inc.265,839$20.37M0.1%+3.0%0.540%
4/21/2025Duncan Williams Asset Management LLC4,909$376K0.1%-4.9%0.010%
4/21/2025Kingswood Wealth Advisors LLC29,754$2.28M0.1%+56.9%0.060%
4/17/2025Schaper Benz & Wise Investment Counsel Inc. WI19,193$1.47M0.1%-5.0%0.039%
4/17/2025Highline Wealth Partners LLC332$25K0.0%-95.6%0.001%
4/17/2025Montecito Bank & Trust24,516$1.88M0.3%-6.6%0.050%
4/17/2025Janney Montgomery Scott LLC155,479$11.91M0.0%+0.5%0.316%
4/16/2025Delta Capital Management LLC1,086,000$83.21M32.6%+1.4%2.207%
4/14/2025Farther Finance Advisors LLC8,563$657K0.0%+38,822.7%0.017%
4/9/2025ST Germain D J Co. Inc.1,234$95K0.0%-98.6%0.003%
4/9/2025NBC Securities Inc.2,500$191K0.0%+124,900.0%0.005%
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4/8/2025Burns J W & Co. Inc. NY19,765$1.51M0.2%-0.8%0.040%
4/7/2025AdvisorNet 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%
2/6/2025NewSquare 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%
1/30/2025L.M. Kohn & Company13,056$1.02M0.3%-3.0%0.027%
1/30/2025Roxbury 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%
1/22/2025Webster 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%
1/21/2025Montecito Bank & Trust26,238$2.04M0.4%-20.8%0.054%
1/17/2025Janney Montgomery Scott LLC154,747$12.05M0.0%+0.1%0.321%
1/14/2025Thurston Springer Miller Herd & Titak Inc.471$37K0.0%+117.1%0.001%
1/13/2025AdvisorNet Financial Inc1,051$82K0.0%-16.5%0.002%
1/10/2025Highline Wealth Partners LLC7,506$585K0.2%-33.3%0.016%
1/10/2025ST Germain D J Co. Inc.91,192$7.10M0.3%-1.0%0.189%
1/8/2025Worth 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%
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I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
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%
(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 SPDR Bloomberg Convertible Securities ETF's institutional investors.

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

Of the 97 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: 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 1,261,628 shares in the last 24 months. This purchase volume represents approximately $96.67M in transactions.

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

Of the 44 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: ST Germain D J Co. Inc. ($187.06K), Advisors Preferred LLC ($105.08K), BTS Asset Management Inc. ($69.21K), NewEdge Advisors LLC ($55.22K), RPg Family Wealth Advisory LLC ($36.91K), Old North State Trust LLC ($35.68K), and BNP Paribas Financial Markets ($26.60K).

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

Institutional investors have sold a total of 612,416 shares in the last 24 months. This volume of shares sold represents approximately $46.53M in transactions.


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This page (NYSEARCA:CWB) was last updated on 7/5/2025 by MarketBeat.com Staff
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