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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$305.25M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$282.57M
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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
4/23/2024Bank of Stockton4,700$343K0.1%-4.1%0.009%
4/22/2024Confluence Wealth Services Inc.19,242$1.41M0.1%-4.4%0.039%
4/22/2024BTS Asset Management Inc.77,813$5.69M4.7%-9.7%0.156%
4/17/2024Burns J W & Co. Inc. NY21,065$1.54M0.2%+2.8%0.032%
4/15/2024Future Financial Wealth Managment LLC1,000$73K0.1%N/A0.002%
4/15/2024Kingswood Wealth Advisors LLC6,295$460K0.1%N/A0.010%
4/11/2024 Rockland Trust Co.9,962$728K0.0%-47.5%0.015%
4/9/2024 Montecito Bank & Trust33,640$2.46M0.5%+48.3%0.051%
4/5/2024 First Hawaiian Bank34,972$2.55M0.1%-0.6%0.053%
4/2/2024 ST Germain D J Co. Inc.188,297$13.75M0.7%-1.3%0.285%
3/8/2024ICA Group Wealth Management LLC435$31K0.0%N/A0.001%
3/1/2024ARK & TLK Investments LLC16,968$1.22M0.4%N/A0.026%
2/15/2024Comerica Bank17,215$1.24M0.0%+13.8%0.026%
2/14/2024State of Tennessee Treasury Department207,200$14.95M0.1%+38.4%0.313%
2/14/2024Waterloo Capital L.P.3,216$232K0.0%N/A0.005%
2/13/2024Jones Financial Companies Lllp3,663$264K0.0%N/A0.006%
2/12/2024Brown Brothers Harriman & Co.8,915$643K0.0%-39.8%0.013%
2/12/2024Parallel Advisors LLC716$52K0.0%-20.9%0.001%
2/9/2024AXS Investments LLC10,000$722K0.2%-37.5%0.015%
2/9/2024Cambridge Investment Research Advisors Inc.286,249$20.65M0.1%-9.0%0.433%
2/9/2024Certified Advisory Corp8,185$591K0.1%-5.2%0.012%
2/9/2024L.M. Kohn & Company22,351$1.61M0.5%-1.2%0.034%
2/8/2024Laffer Tengler Investments Inc.10,061$726K0.2%N/A0.015%
2/8/2024Janney Montgomery Scott LLC166,756$12.03M0.0%+4.1%0.252%
2/7/2024Cary Street Partners Investment Advisory LLC6,174$445K0.0%+1,491.2%0.009%
2/7/2024BNP Paribas Financial Markets83,619$6.03M0.0%N/A0.127%
2/7/2024Sonata Capital Group Inc.6,835$493K0.2%-12.5%0.010%
2/7/2024Mount Lucas Management LP35,995$2.60M0.7%-3.2%0.054%
2/7/2024Concourse Financial Group Securities Inc.1,121$81K0.0%-86.6%0.002%
2/6/2024MeadowBrook Investment Advisors LLC4,460$322K0.3%N/A0.007%
2/6/2024Essex Financial Services Inc.2,898$209K0.0%-12.0%0.004%
2/5/2024Cary Street Partners Investment Advisory LLC6,174$445K0.1%+1,491.2%0.009%
1/31/2024Court Place Advisors LLC3,600$260K0.1%-6.5%0.005%
1/31/2024Goodman Advisory Group LLC150,634$10.87M3.7%N/A0.228%
1/30/2024Waldron Private Wealth LLC220,712$15.92M0.8%-5.4%0.334%
1/29/2024Baystate Wealth Management LLC907$65K0.0%+124.5%0.001%
1/25/2024Confluence Wealth Services Inc.20,125$1.45M0.2%-9.8%0.030%
1/24/2024Prime Capital Investment Advisors LLC3,595$259K0.0%-8.2%0.005%
1/24/2024Advisors Preferred LLC55,127$3.95M0.7%-69.8%0.083%
1/23/2024Webster Bank N. A.13,617$982K0.1%-37.2%0.021%
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1/18/2024Burns J W & Co. Inc. NY20,500$1.48M0.2%-5.7%0.031%
1/18/2024BTS Asset Management Inc.86,219$6.23M4.7%+1,307.2%0.130%
1/11/2024Whittier Trust Co. of Nevada Inc.20,200$1.46M0.0%-4.0%0.031%
1/11/2024 Rockland Trust Co.18,975$1.37M0.1%+254.2%0.029%
1/9/2024DB Wealth Management Group LLC18,874$1.36M0.8%+120.7%0.029%
1/8/2024 Capital Market Strategies LLC4,350$314K0.3%-11.0%0.007%
1/5/2024 Montecito Bank & Trust22,677$1.64M0.4%-7.7%0.034%
12/11/2023Sunbelt Securities Inc.3,120$212K0.0%-6.6%0.005%
11/15/2023Integrated Wealth Concepts LLC355,571$24.11M0.4%-0.2%0.538%
11/15/2023Old North State Trust LLC86,723$5.88M4.6%+7.5%0.131%
11/15/2023Ameriprise Financial Inc.1,044,982$70.81M0.0%+16.8%1.581%
11/14/2023Toronto Dominion Bank90,000$6.10M0.0%N/A0.136%
11/13/2023Certified Advisory Corp8,631$585K0.1%-24.4%0.013%
11/9/2023DB Wealth Management Group LLC8,552$580K0.4%+112.3%0.013%
11/8/2023Janney Montgomery Scott LLC160,158$10.86M0.0%-3.6%0.242%
11/8/2023Archer Investment Corp869$59K0.0%N/A0.001%
11/7/2023Dorsey Wright & Associates12,162$825K0.3%-8.2%0.018%
11/7/2023Advisors Preferred LLC182,429$12.30M4.0%+38.2%0.276%
11/7/2023Sonata Capital Group Inc.7,810$530K0.3%-5.6%0.012%
11/6/2023Sterling Investment Advisors Ltd.57,816$3.92M1.4%-3.4%0.087%
11/4/2023 NBC Securities Inc.4,092$277K0.0%N/A0.006%
11/3/2023ORG Partners LLC740$50K0.0%N/A0.001%
11/3/2023NewSquare Capital LLC111,746$7.58M0.8%+349,106.3%0.169%
11/1/2023Confluence Wealth Services Inc.22,309$1.51M0.3%-4.1%0.034%
11/1/2023Court Place Advisors LLC3,850$261K0.1%-17.2%0.006%
10/31/2023Bank of Stockton4,900$319K0.1%-3.2%0.007%
10/27/2023Whittier Trust Co. of Nevada Inc.21,050$1.43M0.1%-10.2%0.032%
10/26/2023 Rockland Trust Co.5,357$363K0.0%-42.6%0.008%
10/26/2023Waldron Private Wealth LLC233,422$15.83M0.8%+2.8%0.353%
10/24/2023Cambridge Investment Research Advisors Inc.314,624$21.33M0.1%+2.9%0.476%
10/23/2023 ST Germain D J Co. Inc.197,663$13.40M0.8%-8.8%0.299%
10/18/2023Strategic Blueprint LLC3,307$224K0.0%-9.0%0.005%
10/18/2023Private Trust Co. NA4,044$274K0.0%-21.1%0.006%
10/17/2023Avior Wealth Management LLC570$39K0.0%N/A0.001%
10/16/2023 Montecito Bank & Trust24,560$1.67M0.4%-2.9%0.037%
10/12/2023 RVW Wealth LLC5,384$365K0.0%-39.9%0.008%
10/11/2023Schaper Benz & Wise Investment Counsel Inc. WI21,683$1.47M0.1%-11.1%0.033%
10/11/2023 Worth Asset Management LLC8,114$550K0.4%+9.0%0.012%
10/10/2023BTS Asset Management Inc.6,127$415K0.3%-95.1%0.009%
10/10/2023Webster Bank N. A.21,690$1.47M0.2%-4.7%0.033%
9/7/2023 ST Germain D J Co. Inc.216,761$15.16M0.8%N/A0.328%
8/22/2023Old North State Trust LLC80,652$5.64M4.2%+0.4%0.122%
8/21/2023VitalStone Financial LLC1,194$81K0.0%-91.6%0.002%
8/17/2023Coppell Advisory Solutions LLC11,655$812K0.2%N/A0.018%
8/15/2023Cahill Financial Advisors Inc.19,301$1.35M0.2%+2.9%0.029%
8/14/2023Rosenblum Silverman Sutton S F Inc. CA21,708$1.52M0.5%N/A0.033%
8/14/2023Certified Advisory Corp11,423$799K0.1%-16.6%0.017%
8/14/2023Mount Lucas Management LP36,960$2.59M0.9%N/A0.056%
8/14/2023Union Savings Bank1,114$80K0.0%N/A0.002%
8/11/2023 Delta Capital Management LLC1,071,000$749K0.5%N/A1.620%
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8/10/2023Wavelength Capital Management LLC32,093$2.25M2.4%+93.4%0.049%
8/10/2023Bessemer Group Inc.1,290,774$90.29M0.2%+2,812.0%1.953%
8/10/2023AXS Investments LLC7,000$490K0.1%N/A0.011%
8/10/2023Frontier Asset Management LLC4,238$296K0.1%N/A0.006%
8/9/2023Kingswood Wealth Advisors LLC6,295$440K0.1%N/A0.010%
8/9/2023BNP Paribas Arbitrage SNC94,800$6.63M0.0%N/A0.143%
8/9/2023Essex Financial Services Inc.3,291$230K0.0%-8.3%0.005%
8/8/2023AlphaCentric Advisors LLC6,014$421K0.2%N/A0.009%
8/4/2023Parallel Advisors LLC1,005$70K0.0%-34.2%0.002%
8/4/2023Sonata Capital Group Inc.8,275$579K0.3%-5.4%0.016%
(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, 154 institutional investors and hedge funds held shares of SPDR Bloomberg Convertible Securities ETF. The most heavily invested institutionals were Bessemer Group Inc. ($90.29M), Ameriprise Financial Inc. ($70.81M), Integrated Wealth Concepts LLC ($24.11M), Cambridge Investment Research Advisors Inc. ($20.65M), Waldron Private Wealth LLC ($15.92M), State of Tennessee Treasury Department ($14.95M), and ST Germain D J Co. Inc. ($13.75M).Learn more on CWB's institutional investors.

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

Of the 111 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 ($1.07M), ST Germain D J Co. Inc. ($639.24K), Integrated Wealth Concepts LLC ($354.00K), BTS Asset Management Inc. ($213.44K), Advisors Preferred LLC ($183.57K), and Goodman Advisory Group LLC ($151.45K).

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

Institutional investors have bought a total of 5,573,033 shares in the last 24 months. This purchase volume represents approximately $383.16M in transactions.

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

Of the 86 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: Assetmark Inc. ($3.68M), US Bancorp DE ($3.08M), BTS Asset Management Inc. ($139.64K), Advisors Preferred LLC ($128.44K), James Investment Research Inc. ($116.54K), State of Tennessee Treasury Department ($108.10K), and Cambridge Investment Research Advisors Inc. ($107.83K).

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

Institutional investors have sold a total of 8,221,278 shares in the last 24 months. This volume of shares sold represents approximately $583.86M in transactions.


This page (NYSEARCA:CWB) was last updated on 4/24/2024 by MarketBeat.com Staff

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