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SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

SPDR Bloomberg Convertible Securities ETF logo
$103.90 +1.48 (+1.45%)
As of 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)
298
Total
Institutional Inflows
(last 12 months)
$578.68M
Number of
Institutional Sellers
(last 12 months)
236
Total
Institutional Outflows
(last 12 months)
$562.36M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/5/2026 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%
4/30/2026 Graetz 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%
4/27/2026 World 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%
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%
4/17/2026 Signal Advisors Wealth LLC5,993$548K0.0%+16.3%0.012%
4/17/2026 Discipline Wealth Solutions LLC79,794$7.30M0.8%+2,039.8%0.165%
4/17/2026 Telos Capital Management Inc.9,629$881K0.1%-3.5%0.020%
4/17/2026 Ocean Park Asset Management LLC42,475$3.89M0.2%+75.3%0.088%
4/17/2026 XML Financial LLC186,523$17.07M1.4%-0.8%0.385%
4/17/2026 CPC Advisors LLC3,384$310K0.1%N/A0.007%
4/17/2026 Brookstone Capital Management21,942$2.01M0.0%+6.7%0.045%
4/17/2026 Everstar Asset Management LLC23,380$2.14M1.1%-4.5%0.048%
4/16/2026 Waystone Advisors LLC6,907$632K0.6%-4.1%0.014%
4/16/2026 Montecito Bank & Trust21,846$2.00M0.3%-1.6%0.045%
3/9/2026Corient Private Wealth LLC24,947$2.23M0.0%+35.5%0.046%
3/6/2026 Union Savings Bank764$68K0.0%N/A0.001%
3/5/2026 Bayban632$56K0.0%N/A0.001%
3/3/2026 Targeted Financial Services LLC10,340$922K0.8%N/A0.019%
2/24/2026Anderson Financial Strategies LLC99,942$8.92M5.2%+2.1%0.185%
2/23/2026 MV Capital Management Inc.5,401$482K0.0%N/A0.010%
2/20/2026Dorsey Wright & Associates4,161$371K0.1%-9.0%0.008%
2/20/2026Kovitz Investment Group Partners LLC70,276$6.27M0.1%+74.6%0.130%
2/20/202693 Financial Group LLC3,282$293K0.1%N/A0.006%
2/19/2026Invesco Ltd.7,632$681K0.0%-8.4%0.014%
2/19/2026Corient Private Wealth LLC24,947$2.23M0.0%+35.5%0.046%
2/18/2026Mercer Global Advisors Inc. ADV16,766$1.50M0.0%-8.1%0.031%
2/18/2026Beacon Pointe Advisors LLC4,234$378K0.0%+20.4%0.008%
2/18/2026EP Wealth Advisors LLC19,600$1.75M0.0%N/A0.036%
2/18/2026NewEdge Advisors LLC91,286$8.14M0.0%+80.6%0.169%
2/18/2026Hershey Financial Advisers LLC40,554$3.62M3.1%N/A0.075%
2/18/2026Cim LLC43,968$3.92M0.5%+1.9%0.081%
2/18/2026VestGen Investment Management11,611$1.04M0.6%-7.0%0.022%
2/18/2026VestGen Advisors LLC2,277$203K0.0%N/A0.004%
2/18/2026Strategic Investment Advisors MI97,521$8.70M0.8%+5,143.1%0.181%
2/18/2026Asset One Wealth Management LLC3,667$344K0.0%N/A0.007%
2/17/2026Guggenheim Capital LLC166,735$14.87M0.1%-10.6%0.309%
2/17/2026EFG International AG40,722$3.63M0.1%N/A0.075%
2/17/2026Cetera Investment Advisers1,434,849$127.99M0.1%-10.4%2.657%
2/17/2026Hilltop Holdings Inc.2,291$204K0.0%-97.0%0.004%
2/17/2026Equitable Holdings Inc.25,777$2.30M0.0%-0.7%0.048%
2/17/2026Wealth Watch Advisors INC238,038$21.23M7.9%+4.1%0.441%
2/17/2026GeoWealth Management LLC9,081$810K0.0%+21.3%0.017%
2/17/2026Osaic Holdings Inc.167,827$14.98M0.0%-51.1%0.311%
2/17/2026 Private Advisor Group LLC94,655$8.44M0.0%-1.5%0.175%
2/17/2026Captrust Financial Advisors32,285$2.88M0.0%+0.6%0.060%
2/17/2026&PARTNERS19,365$1.73M0.0%+132.1%0.036%
2/17/2026Blair William & Co. IL49,552$4.42M0.0%+12.7%0.092%
2/17/2026Royal Bank of Canada394,809$35.22M0.0%-1.0%0.731%
2/17/2026Hyundai Investments Co. Ltd.5,054$453K0.4%N/A0.009%
2/16/2026Potomac Fund Management Inc. ADV255,798$22.82M0.8%-45.6%0.474%
2/16/2026 MML Investors Services LLC119,801$10.69M0.0%+1.8%0.222%
2/16/2026Mariner LLC14,953$1.33M0.0%+16.0%0.028%
2/16/2026Focus Partners Wealth19,795$1.77M0.0%+12.1%0.037%
2/16/2026Hudson Portfolio Management LLC28,177$2.51M2.2%+6.0%0.052%
2/16/2026Arax Advisory Partners337$30K0.0%N/A0.001%
2/16/2026Arkos Global Advisors71,429$6.37M0.8%-1.4%0.132%
2/13/2026CreativeOne Wealth LLC25,676$2.29M0.1%+63.2%0.048%
2/13/2026 Kestra Advisory Services LLC28,495$2.54M0.0%+1.9%0.053%


CWB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CWB shares?

During the previous two years, 436 institutional investors and hedge funds held shares of SPDR Bloomberg Convertible Securities ETF. The most heavily invested institutionals were Bank of America Corp DE ($238.43M), 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 Cetera Investment Advisers ($127.99M).Learn more on SPDR Bloomberg Convertible Securities ETF's institutional investors.

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

Of the 339 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), Advisors Preferred LLC ($325.47K), and Horizon Investments LLC ($216.21K).

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

Institutional investors have bought a total of 6,596,276 shares in the last 24 months. This purchase volume represents approximately $578.68M in transactions.

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

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: 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), Quadrature Capital Ltd ($226.57K), Horizon Investments LLC ($226.23K), and Potomac Fund Management Inc. ADV ($214.24K).

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

Institutional investors have sold a total of 6,491,685 shares in the last 24 months. This volume of shares sold represents approximately $562.36M in transactions.


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