Go Pro
→ Your $29.97 book is free today (From Profits Run) (Ad)tc pixel Free CWB Stock Alerts

SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$101.48 -1.69 (-1.64%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
295
Total
Institutional Inflows
(last 12 months)
$570.52M
Number of
Institutional Sellers
(last 12 months)
223
Total
Institutional Outflows
(last 12 months)
$676.82M
Get CWB Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR Bloomberg Convertible Securities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

CWB Institutional Buying and Selling by Quarter

SPDR Bloomberg Convertible Securities ETF Major Shareholders & Ownership History

Export
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%
6/26/2026WealthPoint 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%
5/14/2026 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%
5/13/2026Cetera Investment Advisers121,412$11.11M0.0%-91.5%0.218%
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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
5/7/2026 Balefire 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%
5/6/2026Modera Wealth Management LLC131,389$12.03M0.1%-6.4%0.235%
5/6/2026Assetmark Inc.842,982$77.15M0.2%-7.5%1.511%
5/6/2026 Main Street Group LTD1,066$98K0.0%N/A0.002%
5/6/2026Bessemer 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%
5/5/2026Wealthfront Advisers LLC2,294$210K0.0%N/A0.004%
5/5/2026D.A. Davidson & CO.13,495$1.24M0.0%+83.6%0.024%
5/5/2026Midwest Professional Planners LTD.38,939$3.56M0.8%N/A0.070%
5/5/2026Schwallier Wealth Management LLC5,748$526K0.4%N/A0.010%
5/5/2026Advisors Preferred LLC125,232$11.46M1.7%+71.2%0.224%
5/5/2026Sanctuary Advisors LLC30,821$2.82M0.0%+1.5%0.055%
5/5/2026Sterling Investment Advisors Ltd.54,361$4.98M0.8%+0.2%0.097%
5/5/2026Sigma Planning Corp10,692$979K0.0%-2.0%0.019%
5/4/2026Calamos Wealth Management LLC3,680$337K0.0%-28.1%0.007%
5/4/2026Calamos Advisors LLC3,680$337K0.0%-80.0%0.007%
5/4/2026AMG National Trust Bank133,926$12.26M0.3%+5.8%0.240%
5/4/2026Chicago Partners Investment Group LLC43,527$4.40M0.1%-5.1%0.078%
5/4/2026One 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%
5/2/2026Diversify Wealth Management LLC5,080$507K0.0%+37.6%0.009%
5/1/2026Midwest Trust Co6,815$624K0.0%+78.6%0.012%
5/1/2026Fifth Third Bancorp8,840$809K0.0%N/A0.016%
5/1/2026Petix & Botte Co71,092$6.51M1.4%-5.5%0.130%
4/30/2026Graetz Wealth LLC34,399$3.15M2.8%+19.1%0.063%
4/30/2026Kestra Advisory Services LLC29,151$2.67M0.0%+2.3%0.053%
4/30/2026Money 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%
4/29/2026Sage Rhino Capital LLC11,561$1.06M0.2%+2.8%0.021%
4/28/2026Whittier Trust Co. of Nevada Inc.16,515$1.54M0.0%-7.3%0.030%
4/28/2026Berger 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%
4/27/2026Private 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%
4/24/2026Impact Partnership Wealth LLC4,203$385K0.0%N/A0.008%
4/23/2026 Financial & Tax Architects LLC105,088$9.62M2.1%N/A0.195%
4/23/2026Powell 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%
4/23/2026Bigelow Investment Advisors LLC6,676$611K0.2%+65.8%0.012%
4/23/2026Three Magnolias Financial Advisors LLC3,380$309K0.2%-50.2%0.006%
4/23/2026Detalus Advisors LLC4,180$383K0.1%-18.6%0.008%
4/22/2026Janney Montgomery Scott LLC154,164$14.11M0.0%-1.9%0.286%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
4/21/2026Maridea 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%
4/21/2026FSC Wealth Advisors LLC4,728$433K8.3%-92.2%0.010%
4/21/2026Silver Oak Securities Incorporated4,658$426K0.0%-77.9%0.010%
4/18/2026Faithward 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, 451 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 353 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 6,419,719 shares in the last 24 months. This purchase volume represents approximately $570.52M in transactions.

Of the 222 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 ($1.51M), Ameriprise Financial Inc. ($890.02K), Northwestern Mutual Wealth Management Co. ($845.77K), Ocean Park Asset Management LLC ($549.56K), Allianz Asset Management GmbH ($366.10K), Assetmark Inc. ($240.54K), and Quadrature Capital Ltd ($226.57K).

Institutional investors have sold a total of 7,688,996 shares in the last 24 months. This volume of shares sold represents approximately $676.82M in transactions.


Related Companies

This page (NYSEARCA:CWB) was last updated on 7/25/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | Sponsoredtc pixel
Elon's new "super startup"
Adam O'Dell - the analyst who recommended Palantir before it became the top S&P 500 performer - has identified...
Banyan Hill Publishing | Sponsoredtc pixel