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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$96.21 -2.88 (-2.91%)
Closing price 04:10 PM Eastern
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$96.20 -0.01 (-0.01%)
As of 07:30 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)
271
Total
Institutional Inflows
(last 12 months)
$679.24M
Number of
Institutional Sellers
(last 12 months)
187
Total
Institutional Outflows
(last 12 months)
$499.97M
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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
10/14/2026FOCUS Wealth Advisors LLC28,661$2.90M1.4%-0.9%0.052%
10/14/2026Focus Financial Network Inc.28,919$2.93M0.1%-2.2%0.053%
10/14/2026Signal Advisors Wealth LLC10,363$1.05M0.0%+46.2%0.019%
10/14/2026B. Riley Wealth Advisors Inc.46,635$4.72M0.2%N/A0.085%
10/10/2026HF Advisory Group LLC36,344$3.68M0.9%+4.5%0.067%
10/10/2026Baron Financial Group LLC71,101$7.19M3.9%-0.7%0.130%
10/10/2026Gilpin Wealth Management LLC13,908$1.41M0.9%-2.2%0.025%
10/9/2026GK Wealth Management LLC1,509$153K0.1%N/A0.003%
10/9/2026David J Yvars Group69,141$7.00M3.2%+6.2%0.127%
10/9/2026Galvin Gaustad & Stein LLC3,535$358K0.0%-92.8%0.006%
10/8/2026Farther Finance Advisors LLC23,116$2.34M0.0%+100.6%0.042%
10/8/2026CoreCap Advisors LLC3,180$322K0.0%-8.0%0.006%
10/8/2026Aletheian Wealth Advisors LLC35,612$3.60M1.5%+7.0%0.065%
10/8/2026Avidian Wealth Enterprises LLC2,319$235K0.0%N/A0.004%
10/7/2026Investors Research Corp11,546$1.17M0.2%-7.8%0.021%
10/7/2026Wealth Enhancement Trust Services Inc.492$50K0.0%-42.9%0.001%
10/7/2026American National Bank & Trust645$65K0.0%N/A0.001%
10/7/2026Worth Asset Management LLC14,317$1.45M0.4%-16.2%0.026%
10/7/2026First Community Trust NA813$82K0.0%N/A0.001%
10/6/2026Paladin Partners LLC90,673$9.17M6.2%+2.6%0.165%
10/5/2026Tompkins Financial Corp658$67K0.0%N/A0.001%
10/5/2026Eastern Bank1,500$152K0.0%N/A0.003%
10/5/2026Rockland Trust Co.9,090$920K0.0%N/A0.017%
10/1/2026 Montecito Bank & Trust20,978$2.12M0.3%N/A0.038%
9/23/2026Envestnet Portfolio Solutions Inc.5,289$570K0.0%+119.6%0.010%
9/23/2026Envestnet Asset Management Inc.2,004,950$216.17M0.0%+346.2%3.645%
9/11/2026Talon Private Wealth LLC29,986$3.23M0.4%+25.4%0.055%
9/9/2026Tidal Investments LLC46,441$5M0.0%+45.1%0.085%
9/9/2026BlueCrest Capital Management Ltd926$100K0.0%N/A0.002%
9/9/2026Integrated Wealth Concepts LLC5,100$550K0.0%-15.6%0.009%
9/9/2026NewEdge Advisors LLC67,355$7.26M0.0%+341.0%0.123%
9/9/2026IFP Advisors Inc42,853$4.62M0.1%-2.2%0.078%
9/9/2026Baird Financial Group Inc.3,297$355K0.0%-7.7%0.006%
9/9/2026Sterling Investment Advisors Ltd.53,987$5.82M0.9%-0.7%0.099%
9/8/2026Allworth Financial LP50,490$5.44M0.0%-1.5%0.092%
9/2/2026Allianz Asset Management GmbH123,700$13.34M0.0%+2,424.5%0.226%
8/27/2026Corient Private Wealth LP21,479$2.32M0.0%-2.1%0.039%
8/27/2026Tucker Asset Management LLC18,295$1.97M0.5%N/A0.033%
8/25/2026Kingsbury Capital Investment Advisors LLC14,647$1.58M1.3%-50.3%0.027%
8/23/2026Hyundai Investments Co. Ltd.6,405$686K0.7%+10.0%0.012%
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8/23/2026Ameritas Advisory Services LLC70,636$7.62M0.2%+957.9%0.129%
8/23/2026Kraematon Investment Advisors Inc.12,129$1.31M1.0%-4.1%0.022%
8/23/2026HB Wealth Management LLC10,414$1.12M0.0%+1.1%0.019%
8/23/2026Nilsine Partners LLC38,128$4.11M0.3%+0.8%0.070%
8/22/2026BAM Wealth Management LLC1,983$214K0.1%-9.9%0.004%
8/22/2026Concurrent Investment Advisors LLC56,719$6.12M0.1%+8.3%0.104%
8/21/2026Retireful LLC3,483$376K0.4%-17.0%0.006%
8/21/2026Hudson Portfolio Management LLC29,967$3.23M2.4%+1.1%0.055%
8/21/2026Coppell Advisory Solutions LLC977$105K0.0%N/A0.002%
8/21/2026SkyOak Wealth LLC20,578$2.22M0.4%-0.9%0.038%
8/21/2026XML Financial LLC181,451$19.56M1.4%-2.7%0.331%
8/21/2026Midwest Professional Planners LTD.37,666$4.06M0.8%-3.3%0.069%
8/21/2026Acorn Wealth Advisors LLC3,643$393K0.1%-2.6%0.007%
7/10/2026Investors Research Corp12,516$1.35M0.2%-7.6%0.023%
7/10/2026William Mack & Associates Inc.119,630$12.90M4.5%+0.6%0.207%
7/10/2026Farrell Financial LLC15,981$1.72M0.9%+2.2%0.028%
7/9/2026Financial Management Professionals Inc.430$46K0.0%N/A0.001%
7/9/2026Baron Financial Group LLC71,576$7.72M3.7%-1.1%0.124%
7/9/2026Focus Financial Network Inc.29,584$3.19M0.1%-6.2%0.051%
7/9/2026HF Advisory Group LLC34,791$3.75M1.2%+2.0%0.063%
7/9/2026Aletheian Wealth Advisors LLC33,296$3.59M1.5%+9.6%0.061%
7/9/2026Hennion & Walsh Asset Management Inc.2,423$261K0.0%-10.6%0.004%
7/9/2026Windsor Capital Management LLC80,797$8.71M2.3%-6.5%0.140%
7/9/2026Worth Asset Management LLC17,086$1.84M0.6%+450.5%0.030%
7/8/2026Rockland Trust Co.9,090$980K0.0%-1.2%0.016%
7/7/2026David J Yvars Group65,077$7.02M3.3%+4.0%0.113%
7/7/2026Balefire LLC2,771$299K0.0%-23.0%0.005%
7/7/2026FOCUS Wealth Advisors LLC28,928$3.12M1.4%-0.5%0.050%
7/7/2026Calder Financial LLC1,856$200K0.2%N/A0.003%
7/6/2026Hobart Private Capital LLC3,796$409K0.1%-10.0%0.007%
6/26/2026WealthPoint Financial LLC2,513$230K0.2%N/A0.005%
6/3/2026DV Trading LLC22,265$2.04M0.0%N/A0.040%
6/3/2026NewEdge Advisors LLC15,272$1.40M0.0%-83.3%0.027%
6/1/2026Keel Point LLC2,213$203K0.0%N/A0.004%
5/22/2026Wellington Grp LLC325$30K0.0%-26.1%0.001%
5/19/2026Western Wealth Management LLC420$38K0.0%N/A0.001%
5/19/2026NewEdge Advisors LLC6,433$589K0.0%-93.0%0.012%
5/19/2026Bank of America Corp DE2,654,014$242.90M0.0%+1.0%4.756%
5/19/2026Cim LLC43,472$3.98M0.6%-1.1%0.078%
5/19/2026Strategic Investment Advisors MI105,804$9.66M0.7%+8.5%0.190%
5/18/2026EverSource Wealth Advisors LLC4,519$414K0.0%-16.5%0.008%
5/18/2026Talon Private Wealth LLC23,912$2.19M0.3%N/A0.043%
5/18/2026Royal Bank of Canada384,062$35.15M0.0%-2.7%0.688%
5/18/2026Estate Counselors LLC230,144$21.06M1.9%+72.7%0.412%
5/15/2026Gateway Wealth Partners LLC6,932$634K0.0%N/A0.012%
5/15/2026Waverly Advisors LLC33,736$3.09M0.0%-3.0%0.060%
5/14/2026Sentinel Advisory Group LLC37,719$3.45M1.7%N/A0.068%
5/14/2026Renaissance Technologies LLC12,200$1.12M0.0%N/A0.022%
5/14/2026Hilltop Holdings Inc.3,348$306K0.0%+46.1%0.006%
5/13/2026Cetera Investment Advisers121,412$11.11M0.0%-91.5%0.218%
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5/13/2026First Trust Advisors LP19,867$1.82M0.0%N/A0.036%
5/8/2026PNC Financial Services Group Inc.753,977$69.00M0.0%-3.6%1.351%
5/8/2026Johnson Financial Group Inc.10,258$939K0.0%-5.7%0.018%
5/7/2026Balefire LLC3,598$329K0.1%+8.0%0.006%
5/7/2026AlphaCentric Advisors LLC5,093$466K0.5%+8.9%0.009%
5/7/2026Liberty Square Wealth Partners LLC2,597$238K0.1%-5.6%0.005%
5/7/2026Spartan Wealth Advisory Services LLC8,273$757K0.1%N/A0.015%
5/7/2026Hershey Financial Advisers LLC50,884$4.66M4.0%+25.5%0.091%
5/6/2026Dorsey Wright & Associates29,291$2.68M0.3%+603.9%0.052%
5/6/2026SK Wealth Management LLC9,507$886K0.2%-3.2%0.017%


CWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 459 institutional investors and hedge funds held shares of SPDR Bloomberg Convertible Securities ETF. The most heavily invested institutionals were Bank of America Corp DE ($242.90M), Envestnet Asset Management Inc. ($216.17M), Howard Capital Management Inc. ($206.55M), Morgan Stanley ($141.97M), LPL Financial LLC ($140.83M), Wells Fargo & Company MN ($132.29M), and Bessemer Group Inc. ($111.28M).Learn more on SPDR Bloomberg Convertible Securities ETF's institutional investors.

Of the 359 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: Envestnet Asset Management Inc. ($1.56M), Ameriprise Financial Inc. ($783.65K), Ocean Park Asset Management LLC ($592.04K), Goodman Advisory Group LLC ($552.21K), Northwestern Mutual Wealth Management Co. ($457.06K), Jane Street Group LLC ($440.19K), and Estate Counselors LLC ($230.14K).

Institutional investors have bought a total of 7,155,330 shares in the last 24 months. This purchase volume represents approximately $679.24M in transactions.

Of the 186 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: Cetera Investment Advisers ($1.48M), Northwestern Mutual Wealth Management Co. ($845.77K), Ocean Park Asset Management LLC ($549.56K), Assetmark Inc. ($240.54K), Horizon Investments LLC ($226.23K), Potomac Fund Management Inc. ADV ($214.24K), and Osaic Holdings Inc. ($175.25K).

Institutional investors have sold a total of 5,531,621 shares in the last 24 months. This volume of shares sold represents approximately $499.97M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:CWB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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