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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$104.38 0.00 (0.00%)
As of 07/2/2026 04:10 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)
306
Total
Institutional Inflows
(last 12 months)
$589.06M
Number of
Institutional Sellers
(last 12 months)
236
Total
Institutional Outflows
(last 12 months)
$694.66M
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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
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%
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%
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%
5/6/2026Main Street Group LTD1,066$98K0.0%N/A0.002%
5/6/2026Bessemer Group Inc.1,215,879$111.28M0.2%+7.4%2.179%
5/6/2026Independent 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%
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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%
5/4/2026Brindle & 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%
4/29/2026Horst & 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%
4/28/2026Wealth Management Resources Inc.5,355$490K0.2%-24.0%0.010%
4/27/2026PFG 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%
4/25/2026Smithbridge Asset Management Inc. DE7,433$680K0.1%-51.1%0.014%
4/24/2026Impact Partnership Wealth LLC4,203$385K0.0%N/A0.008%
4/23/2026Financial & Tax Architects LLC105,088$9.62M2.1%N/A0.195%
4/23/2026Powell Investment Advisors LLC30,227$2.77M1.0%-1.4%0.056%
4/23/2026Flagstar 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%
4/21/2026Maridea Wealth Management LLC7,473$684K0.1%-2.0%0.015%
4/21/2026HF Advisory Group LLC34,109$3.12M1.1%+3.2%0.070%
4/21/2026Independent Wealth Network Inc.3,722$341K0.1%N/A0.008%
4/21/2026Aegis 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%
4/18/2026Burns J W & Co. Inc. NY21,243$1.94M0.2%+7.9%0.044%
4/17/2026Cottonwood Capital Advisors LLC10,796$988K0.7%-2.0%0.022%
4/17/2026Certified Advisory Corp5,191$475K0.0%+6.6%0.011%
4/17/2026Signal Advisors Wealth LLC5,993$548K0.0%+16.3%0.012%
4/17/2026Discipline Wealth Solutions LLC79,794$7.30M0.8%+2,039.8%0.165%
4/17/2026Telos Capital Management Inc.9,629$881K0.1%-3.5%0.020%
4/17/2026Ocean Park Asset Management LLC42,475$3.89M0.2%+75.3%0.088%
4/17/2026XML Financial LLC186,523$17.07M1.4%-0.8%0.385%
4/17/2026CPC Advisors LLC3,384$310K0.1%N/A0.007%
4/17/2026Brookstone Capital Management21,942$2.01M0.0%+6.7%0.045%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

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4/17/2026Everstar Asset Management LLC23,380$2.14M1.1%-4.5%0.048%
4/16/2026Waystone Advisors LLC6,907$632K0.6%-4.1%0.014%
4/16/2026Montecito Bank & Trust21,846$2.00M0.3%-1.6%0.045%
3/9/2026Corient Private Wealth LLC24,947$2.23M0.0%+35.5%0.046%
3/6/2026Union Savings Bank764$68K0.0%N/A0.001%
3/5/2026Bayban632$56K0.0%N/A0.001%
3/3/2026Targeted Financial Services LLC10,340$922K0.8%N/A0.019%
2/24/2026Anderson Financial Strategies LLC99,942$8.92M5.2%+2.1%0.185%
2/23/2026MV Capital Management Inc.5,401$482K0.0%N/A0.010%
2/20/2026Dorsey Wright & Associates4,161$371K0.1%-9.0%0.008%


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 6,651,068 shares in the last 24 months. This purchase volume represents approximately $589.06M in transactions.

Of the 236 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 7,908,253 shares in the last 24 months. This volume of shares sold represents approximately $694.66M in transactions.


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This page (NYSEARCA:CWB) was last updated on 7/5/2026 by MarketBeat.com Staff.
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