SPDR Bloomberg Convertible Securities ETF (CWB) Institutional Ownership

$74.76

-0.06 (-0.08%)

(As of 09/18/2024 ET)

Number of Institutional Buyers (last 12 months): 39
Total Institutional Inflows (last 12 months): $104.39M

Number of Institutional Sellers (last 12 months): 41
Total Institutional Outflows (last 12 months): $37.16M

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CWB Institutional Buying and Selling by Quarter

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SPDR Bloomberg Convertible Securities ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/19/2024	Old North State Trust LLC	14,782	$1.07M	0.9%	-64.2%	0.031%
8/16/2024	Goodman Advisory Group LLC	154,153	$11.11M	3.3%	+16,007.9%	0.320%
8/15/2024	Arkos Global Advisors	70,130	$5.05M	0.8%	+2.1%	0.145%
8/14/2024	Certified Advisory Corp	5,669	$408K	0.1%	-13.3%	0.012%
8/7/2024	Cahill Financial Advisors Inc.	16,092	$1.16M	0.2%	-18.5%	0.033%
8/6/2024	Mount Lucas Management LP	34,900	$2.52M	0.7%	-4.0%	0.072%
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8/6/2024	Main Street Group LTD	1,877	$135K	0.1%	-15.5%	0.004%
8/5/2024	BTS Asset Management Inc.	72,791	$5.25M	4.9%	-6.5%	0.151%
8/5/2024	Sterling Investment Advisors Ltd.	56,641	$4.08M	1.1%	-1.7%	0.118%
8/1/2024	Waldron Private Wealth LLC	207,083	$14.92M	0.7%	-0.9%	0.430%
7/31/2024	Confluence Wealth Services Inc.	16,187	$1.17M	0.1%	-15.9%	0.034%
7/29/2024	ARK & TLK Investments LLC	15,280	$1.10M	0.4%	-1.5%	0.032%
7/29/2024	Whittier Trust Co. of Nevada Inc.	19,765	$1.42M	0.0%	-2.2%	0.041%
7/26/2024	Cambridge Investment Research Advisors Inc.	272,225	$19.62M	0.1%	-2.7%	0.565%
7/25/2024	First Heartland Consultants Inc.	5,622	$405K	0.0%	+49.7%	0.012%
7/23/2024	American National Bank	769	$55K	0.0%	-27.5%	0.002%
7/23/2024	Concourse Financial Group Securities Inc.	923	$67K	0.0%	-17.7%	0.002%
7/23/2024	Rockland Trust Co.	9,765	$704K	0.0%	-2.0%	0.020%
7/23/2024	Burns J W & Co. Inc. NY	20,270	$1.46M	0.2%	-3.8%	0.042%
7/16/2024	ORG Partners LLC	740	$53K	0.0%	N/A	0.002%
7/16/2024	Burke & Herbert Bank & Trust Co.	3,790	$273K	0.1%	N/A	0.008%
7/12/2024	Webster Bank N. A.	11,236	$810K	0.1%	-17.5%	0.023%
7/9/2024	Kingswood Wealth Advisors LLC	12,404	$894K	0.1%	+97.0%	0.026%
7/8/2024	ST Germain D J Co. Inc.	152,289	$10.97M	0.5%	-19.1%	0.316%
6/11/2024	EverSource Wealth Advisors LLC	380	$27K	0.0%	+291.8%	0.001%
5/17/2024	Comerica Bank	14,672	$1.07M	0.0%	-14.8%	0.030%
5/13/2024	Bessemer Group Inc.	1,272,292	$92.93M	0.2%	-1.3%	2.640%
5/10/2024	ARK & TLK Investments LLC	15,516	$1.13M	0.4%	-8.6%	0.032%
5/8/2024	Advisors Preferred LLC	200,560	$14.60M	2.5%	+263.8%	0.416%
5/3/2024	Central Pacific Bank Trust Division	33,185	$2.42M	0.3%	N/A	0.067%
5/1/2024	Janney Montgomery Scott LLC	160,431	$11.72M	0.0%	-3.8%	0.322%
5/1/2024	BNP Paribas Financial Markets	279,750	$20.43M	0.0%	+234.6%	0.562%
4/25/2024	L.M. Kohn & Company	20,878	$1.53M	0.4%	-6.6%	0.042%
4/25/2024	Eudaimonia Partners LLC	11,744	$858K	0.2%	N/A	0.024%
4/25/2024	Eudaimonia Advisors LLC	7,695	$562K	0.3%	+131.1%	0.015%
4/25/2024	Cambridge Investment Research Advisors Inc.	279,912	$20.45M	0.1%	-2.2%	0.562%
4/23/2024	Bank of Stockton	4,700	$343K	0.1%	-4.1%	0.009%
4/22/2024	Confluence Wealth Services Inc.	19,242	$1.41M	0.1%	-4.4%	0.039%
4/22/2024	BTS Asset Management Inc.	77,813	$5.69M	4.7%	-9.7%	0.156%
4/17/2024	Burns J W & Co. Inc. NY	21,065	$1.54M	0.2%	+2.8%	0.032%
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4/15/2024	Future Financial Wealth Managment LLC	1,000	$73K	0.1%	N/A	0.002%
4/15/2024	Kingswood Wealth Advisors LLC	6,295	$460K	0.1%	N/A	0.010%
4/11/2024	Rockland Trust Co.	9,962	$728K	0.0%	-47.5%	0.015%
4/9/2024	Montecito Bank & Trust	33,640	$2.46M	0.5%	+48.3%	0.051%
4/5/2024	First Hawaiian Bank	34,972	$2.55M	0.1%	-0.6%	0.053%
4/2/2024	ST Germain D J Co. Inc.	188,297	$13.75M	0.7%	-1.3%	0.285%
3/8/2024	ICA Group Wealth Management LLC	435	$31K	0.0%	N/A	0.001%
3/1/2024	ARK & TLK Investments LLC	16,968	$1.22M	0.4%	N/A	0.026%
2/15/2024	Comerica Bank	17,215	$1.24M	0.0%	+13.8%	0.026%
2/14/2024	State of Tennessee Treasury Department	207,200	$14.95M	0.1%	+38.4%	0.313%
2/14/2024	Waterloo Capital L.P.	3,216	$232K	0.0%	N/A	0.005%
2/13/2024	Jones Financial Companies Lllp	3,663	$264K	0.0%	N/A	0.006%
2/12/2024	Brown Brothers Harriman & Co.	8,915	$643K	0.0%	-39.8%	0.013%
2/12/2024	Parallel Advisors LLC	716	$52K	0.0%	-20.9%	0.001%
2/9/2024	AXS Investments LLC	10,000	$722K	0.2%	-37.5%	0.015%
2/9/2024	Cambridge Investment Research Advisors Inc.	286,249	$20.65M	0.1%	-9.0%	0.433%
2/9/2024	Certified Advisory Corp	8,185	$591K	0.1%	-5.2%	0.012%
2/9/2024	L.M. Kohn & Company	22,351	$1.61M	0.5%	-1.2%	0.034%
2/8/2024	Laffer Tengler Investments Inc.	10,061	$726K	0.2%	N/A	0.015%
2/8/2024	Janney Montgomery Scott LLC	166,756	$12.03M	0.0%	+4.1%	0.252%
2/7/2024	Cary Street Partners Investment Advisory LLC	6,174	$445K	0.0%	+1,491.2%	0.009%
2/7/2024	BNP Paribas Financial Markets	83,619	$6.03M	0.0%	N/A	0.127%
2/7/2024	Sonata Capital Group Inc.	6,835	$493K	0.2%	-12.5%	0.010%
2/7/2024	Mount Lucas Management LP	35,995	$2.60M	0.7%	-3.2%	0.054%
2/7/2024	Concourse Financial Group Securities Inc.	1,121	$81K	0.0%	-86.6%	0.002%
2/6/2024	MeadowBrook Investment Advisors LLC	4,460	$322K	0.3%	N/A	0.007%
2/6/2024	Essex Financial Services Inc.	2,898	$209K	0.0%	-12.0%	0.004%
2/5/2024	Cary Street Partners Investment Advisory LLC	6,174	$445K	0.1%	+1,491.2%	0.009%
1/31/2024	Court Place Advisors LLC	3,600	$260K	0.1%	-6.5%	0.005%
1/31/2024	Goodman Advisory Group LLC	150,634	$10.87M	3.7%	N/A	0.228%
1/30/2024	Waldron Private Wealth LLC	220,712	$15.92M	0.8%	-5.4%	0.334%
1/29/2024	Baystate Wealth Management LLC	907	$65K	0.0%	+124.5%	0.001%
1/25/2024	Confluence Wealth Services Inc.	20,125	$1.45M	0.2%	-9.8%	0.030%
1/24/2024	Prime Capital Investment Advisors LLC	3,595	$259K	0.0%	-8.2%	0.005%
1/24/2024	Advisors Preferred LLC	55,127	$3.95M	0.7%	-69.8%	0.083%
1/23/2024	Webster Bank N. A.	13,617	$982K	0.1%	-37.2%	0.021%
1/18/2024	Burns J W & Co. Inc. NY	20,500	$1.48M	0.2%	-5.7%	0.031%
1/18/2024	BTS Asset Management Inc.	86,219	$6.23M	4.7%	+1,307.2%	0.130%
1/11/2024	Whittier Trust Co. of Nevada Inc.	20,200	$1.46M	0.0%	-4.0%	0.031%
1/11/2024	Rockland Trust Co.	18,975	$1.37M	0.1%	+254.2%	0.029%
1/9/2024	DB Wealth Management Group LLC	18,874	$1.36M	0.8%	+120.7%	0.029%
1/8/2024	Capital Market Strategies LLC	4,350	$314K	0.3%	-11.0%	0.007%
1/5/2024	Montecito Bank & Trust	22,677	$1.64M	0.4%	-7.7%	0.034%
12/11/2023	Sunbelt Securities Inc.	3,120	$212K	0.0%	-6.6%	0.005%
11/15/2023	Integrated Wealth Concepts LLC	355,571	$24.11M	0.4%	-0.2%	0.538%
11/15/2023	Old North State Trust LLC	86,723	$5.88M	4.6%	+7.5%	0.131%
11/15/2023	Ameriprise Financial Inc.	1,044,982	$70.81M	0.0%	+16.8%	1.581%
11/14/2023	Toronto Dominion Bank	90,000	$6.10M	0.0%	N/A	0.136%
11/13/2023	Certified Advisory Corp	8,631	$585K	0.1%	-24.4%	0.013%
11/9/2023	DB Wealth Management Group LLC	8,552	$580K	0.4%	+112.3%	0.013%
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11/8/2023	Janney Montgomery Scott LLC	160,158	$10.86M	0.0%	-3.6%	0.242%
11/8/2023	Archer Investment Corp	869	$59K	0.0%	N/A	0.001%
11/7/2023	Dorsey Wright & Associates	12,162	$825K	0.3%	-8.2%	0.018%
11/7/2023	Advisors Preferred LLC	182,429	$12.30M	4.0%	+38.2%	0.276%
11/7/2023	Sonata Capital Group Inc.	7,810	$530K	0.3%	-5.6%	0.012%
11/6/2023	Sterling Investment Advisors Ltd.	57,816	$3.92M	1.4%	-3.4%	0.087%
11/4/2023	NBC Securities Inc.	4,092	$277K	0.0%	N/A	0.006%
11/3/2023	ORG Partners LLC	740	$50K	0.0%	N/A	0.001%
11/3/2023	NewSquare Capital LLC	111,746	$7.58M	0.8%	+349,106.3%	0.169%
11/1/2023	Confluence Wealth Services Inc.	22,309	$1.51M	0.3%	-4.1%	0.034%

(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, 131 institutional investors and hedge funds held shares of SPDR Bloomberg Convertible Securities ETF. The most heavily invested institutionals were Bessemer Group Inc. ($92.93M), Ameriprise Financial Inc. ($70.81M), Integrated Wealth Concepts LLC ($24.11M), BNP Paribas Financial Markets ($20.43M), Cambridge Investment Research Advisors Inc. ($19.62M), State of Tennessee Treasury Department ($14.95M), and Waldron Private Wealth LLC ($14.92M).Learn more on CWB's institutional investors.
Which institutional investors have been buying SPDR Bloomberg Convertible Securities ETF stock?: Of the 93 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 ($345.83K), Advisors Preferred LLC ($329.00K), Goodman Advisory Group LLC ($304.65K), and BNP Paribas Financial Markets ($279.75K).
How much institutional buying is happening at SPDR Bloomberg Convertible Securities ETF?: Institutional investors have bought a total of 5,745,278 shares in the last 24 months. This purchase volume represents approximately $397.55M in transactions.

Which SPDR Bloomberg Convertible Securities ETF major shareholders have been selling company stock?: Of the 73 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), BTS Asset Management Inc. ($144.66K), Advisors Preferred LLC ($128.44K), Cambridge Investment Research Advisors Inc. ($96.98K), Prime Capital Investment Advisors LLC ($66.67K), Riggs Asset Managment Co. Inc. ($60.89K), and ST Germain D J Co. Inc. ($57.53K).
How much institutional selling is happening at SPDR Bloomberg Convertible Securities ETF?: Institutional investors have sold a total of 4,662,111 shares in the last 24 months. This volume of shares sold represents approximately $313.78M in transactions.