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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$106.48 +0.08 (+0.08%)
As of 03:28 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)
270
Total
Institutional Inflows
(last 12 months)
$529.89M
Number of
Institutional Sellers
(last 12 months)
192
Total
Institutional Outflows
(last 12 months)
$581.91M
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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
7/10/2026 Investors Research Corp12,516$1.35M0.2%-7.6%0.022%
7/10/2026 William Mack & Associates Inc.119,630$12.90M4.5%+0.6%0.207%
7/10/2026 Farrell Financial LLC15,981$1.72M0.9%+2.2%0.028%
7/9/2026 Financial Management Professionals Inc.430$46K0.0%N/A0.001%
7/9/2026 Baron Financial Group LLC71,576$7.72M3.7%-1.1%0.124%
7/9/2026 Focus Financial Network Inc.29,584$3.19M0.1%-6.2%0.051%
7/9/2026 HF Advisory Group LLC34,791$3.75M1.2%+2.0%0.060%
7/9/2026 Aletheian Wealth Advisors LLC33,296$3.59M1.5%+9.6%0.058%
7/9/2026 Hennion & Walsh Asset Management Inc.2,423$261K0.0%-10.6%0.004%
7/9/2026 Windsor Capital Management LLC80,797$8.71M2.3%-6.5%0.140%
7/9/2026 Worth Asset Management LLC17,086$1.84M0.6%+450.5%0.030%
7/8/2026 Rockland Trust Co.9,090$980K0.0%-1.2%0.016%
7/7/2026 David J Yvars Group65,077$7.02M3.3%+4.0%0.113%
7/7/2026 Balefire LLC2,771$299K0.0%-23.0%0.005%
7/7/2026 FOCUS Wealth Advisors LLC28,928$3.12M1.4%-0.5%0.050%
7/7/2026 Calder Financial LLC1,856$200K0.2%N/A0.003%
7/6/2026 Hobart Private Capital LLC3,796$409K0.1%-10.0%0.007%
6/26/2026 WealthPoint Financial LLC2,513$230K0.2%N/A0.005%
6/3/2026DV Trading LLC22,265$2.04M0.0%N/A0.040%
6/3/2026 NewEdge 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%
5/19/2026 NewEdge 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%
5/18/2026 EverSource 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%
5/18/2026 Estate Counselors LLC230,144$21.06M1.9%+72.7%0.412%
5/15/2026 Gateway Wealth Partners LLC6,932$634K0.0%N/A0.012%
5/15/2026Waverly Advisors LLC33,736$3.09M0.0%-3.0%0.060%
5/14/2026 Sentinel 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%
5/13/2026 Cetera Investment Advisers121,412$11.11M0.0%-91.5%0.218%
5/13/2026 First Trust Advisors LP19,867$1.82M0.0%N/A0.036%
5/8/2026 PNC Financial Services Group Inc.753,977$69.00M0.0%-3.6%1.351%
5/8/2026 Johnson Financial Group Inc.10,258$939K0.0%-5.7%0.018%
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5/7/2026 Balefire LLC3,598$329K0.1%+8.0%0.006%
5/7/2026 AlphaCentric Advisors LLC5,093$466K0.5%+8.9%0.009%
5/7/2026 Liberty Square Wealth Partners LLC2,597$238K0.1%-5.6%0.005%
5/7/2026 Spartan Wealth Advisory Services LLC8,273$757K0.1%N/A0.015%
5/7/2026 Hershey Financial Advisers LLC50,884$4.66M4.0%+25.5%0.091%
5/6/2026 Dorsey Wright & Associates29,291$2.68M0.3%+603.9%0.052%
5/6/2026 SK Wealth Management LLC9,507$886K0.2%-3.2%0.017%
5/6/2026 Modera Wealth Management LLC131,389$12.03M0.1%-6.4%0.235%
5/6/2026 Assetmark Inc.842,982$77.15M0.2%-7.5%1.511%
5/6/2026 Main Street Group LTD1,066$98K0.0%N/A0.002%
5/6/2026 Bessemer Group Inc.1,215,879$111.28M0.2%+7.4%2.179%
5/6/2026 Independent Financial Group LLC15,957$1.46M0.0%N/A0.029%
5/5/2026 Wealthfront Advisers LLC2,294$210K0.0%N/A0.004%
5/5/2026 D.A. Davidson & CO.13,495$1.24M0.0%+83.6%0.024%
5/5/2026 Midwest Professional Planners LTD.38,939$3.56M0.8%N/A0.070%
5/5/2026Schwallier Wealth Management LLC5,748$526K0.4%N/A0.010%
5/5/2026 Advisors Preferred LLC125,232$11.46M1.7%+71.2%0.224%
5/5/2026Sanctuary Advisors LLC30,821$2.82M0.0%+1.5%0.055%
5/5/2026 Sterling Investment Advisors Ltd.54,361$4.98M0.8%+0.2%0.097%
5/5/2026 Sigma Planning Corp10,692$979K0.0%-2.0%0.019%
5/4/2026 Calamos Wealth Management LLC3,680$337K0.0%-28.1%0.007%
5/4/2026 Calamos Advisors LLC3,680$337K0.0%-80.0%0.007%
5/4/2026 AMG National Trust Bank133,926$12.26M0.3%+5.8%0.240%
5/4/2026 Chicago Partners Investment Group LLC43,527$4.40M0.1%-5.1%0.078%
5/4/2026 One Wealth Map LLC371,488$34.00M15.2%-6.1%0.666%
5/4/2026 Brindle & Bay Financial Advisors LLC56,593$5.18M3.2%+12.5%0.101%
5/2/2026 Diversify Wealth Management LLC5,080$507K0.0%+37.6%0.009%
5/1/2026 Midwest Trust Co6,815$624K0.0%+78.6%0.012%
5/1/2026 Fifth Third Bancorp8,840$809K0.0%N/A0.016%
5/1/2026 Petix & Botte Co71,092$6.51M1.4%-5.5%0.130%
4/30/2026Graetz Wealth LLC34,399$3.15M2.8%+19.1%0.063%
4/30/2026 Kestra Advisory Services LLC29,151$2.67M0.0%+2.3%0.053%
4/30/2026 Money Concepts Capital Corp2,389$219K0.0%-28.5%0.004%
4/29/2026 Horst & Graben Wealth Management LLC8,875$894K0.1%-7.7%0.016%
4/29/2026 Sage Rhino Capital LLC11,561$1.06M0.2%+2.8%0.021%
4/28/2026 Whittier Trust Co. of Nevada Inc.16,515$1.54M0.0%-7.3%0.030%
4/28/2026 Berger Financial Group Inc2,979$273K0.0%-9.1%0.005%
4/28/2026 Wealth Management Resources Inc.5,355$490K0.2%-24.0%0.010%
4/27/2026 PFG Investments LLC5,317$487K0.0%N/A0.010%
4/27/2026World Investment Advisors15,978$1.46M0.0%-74.0%0.030%
4/27/2026 Private Advisor Group LLC65,025$5.95M0.0%-31.3%0.121%
4/25/2026 Smithbridge Asset Management Inc. DE7,433$680K0.1%-51.1%0.014%
4/24/2026 Impact Partnership Wealth LLC4,203$385K0.0%N/A0.008%
4/23/2026 Financial & Tax Architects LLC105,088$9.62M2.1%N/A0.195%
4/23/2026 Powell Investment Advisors LLC30,227$2.77M1.0%-1.4%0.056%
4/23/2026 Flagstar Advisors Inc.16,964$1.55M0.6%+2.2%0.031%
4/23/2026 Bigelow Investment Advisors LLC6,676$611K0.2%+65.8%0.012%
4/23/2026 Three Magnolias Financial Advisors LLC3,380$309K0.2%-50.2%0.006%
4/23/2026 Detalus Advisors LLC4,180$383K0.1%-18.6%0.008%
4/22/2026 Janney Montgomery Scott LLC154,164$14.11M0.0%-1.9%0.286%
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4/21/2026 Maridea Wealth Management LLC7,473$684K0.1%-2.0%0.015%
4/21/2026 HF Advisory Group LLC34,109$3.12M1.1%+3.2%0.070%
4/21/2026 Independent Wealth Network Inc.3,722$341K0.1%N/A0.008%
4/21/2026 Aegis Wealth Management Inc.8,838$809K0.6%-93.6%0.018%
4/21/2026 FSC Wealth Advisors LLC4,728$433K8.3%-92.2%0.010%
4/21/2026 Silver Oak Securities Incorporated4,658$426K0.0%-77.9%0.010%
4/18/2026 Faithward Advisors LLC4,914$450K0.1%-3.6%0.010%
4/18/2026 Burns J W & Co. Inc. NY21,243$1.94M0.2%+7.9%0.044%
4/17/2026 Cottonwood Capital Advisors LLC10,796$988K0.7%-2.0%0.022%
4/17/2026 Certified Advisory Corp5,191$475K0.0%+6.6%0.011%


CWB Institutional Ownership - Frequently Asked Questions

During the previous two years, 450 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. ($217.99M), 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 352 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: Ameriprise Financial Inc. ($783.65K), Goodman Advisory Group LLC ($705.41K), Ocean Park Asset Management LLC ($592.04K), Northwestern Mutual Wealth Management Co. ($457.06K), Jane Street Group LLC ($440.19K), Estate Counselors LLC ($230.14K), and Horizon Investments LLC ($216.21K).

Institutional investors have bought a total of 5,928,155 shares in the last 24 months. This purchase volume represents approximately $529.89M in transactions.

Of the 191 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), Ameriprise Financial Inc. ($890.02K), Northwestern Mutual Wealth Management Co. ($845.77K), Ocean Park Asset Management LLC ($549.56K), Assetmark Inc. ($240.54K), Horizon Investments LLC ($226.23K), and Potomac Fund Management Inc. ADV ($214.24K).

Institutional investors have sold a total of 6,540,790 shares in the last 24 months. This volume of shares sold represents approximately $581.91M in transactions.


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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 7/10/2026. New 13F filings are added each quarter as they're published.
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