CWB
State Street SPDR Bloomberg Convertible Securities ETF$92.02-0.01 (-0.01%)Financial ServicesNYSE_ARCA
Institutional Holders
50
as of Q4 2025
Total Shares Held
2.3155882228445193e+297B
Total Value
$2.06550198000171e+246T
% of Float
—
Price History
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Howard Capital Management Inc. | 2,315,588 | $206.6M | 2.67% | Share |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 2,228,445 | $198.0M | 0.06% | Share |
| 3 | BANK OF AMERICA CORP /DE/ | 1,922,650 | $171.0M | 0.01% | Share |
| 4 | LPL Financial LLC | 1,578,806 | $140.0M | 0.04% | Share |
| 5 | MORGAN STANLEY | 1,545,823 | $137.0M | 0.01% | Share |
| 6 | Cetera Investment Advisers | 1,434,849 | $127.0M | 0.14% | Share |
| 7 | BESSEMER GROUP INC | 1,115,770 | $99.0M | 0.15% | Share |
| 8 | ASSETMARK, INC | 911,754 | $81.3M | 0.17% | Share |
| 9 | AMERIPRISE FINANCIAL INC | 796,821 | $71.0M | 0.02% | Share |
| 10 | DEUTSCHE BANK AG\ | 797,734 | $71.0M | 0.02% | Share |
| 11 | PNC FINANCIAL SERVICES GROUP, INC. | 664,951 | $59.0M | 0.03% | Share |
| 12 | WELLS FARGO & COMPANY/MN | 569,053 | $50.0M | 0.01% | Share |
| 13 | JANE STREET GROUP, LLC | 548,444 | $48.0M | 0.01% | Share |
| 14 | Goodman Advisory Group, LLC | 536,314 | $47.0M | 11.58% | Share |
| 15 | GOLDMAN SACHS GROUP INC | 518,122 | $46.0M | 0.01% | Share |
| 16 | UBS Group AG | 475,009 | $42.4M | 0.01% | Share |
| 17 | NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 472,893 | $42.0M | 0.36% | Share |
| 18 | WELLS FARGO & COMPANY/MN | 478,239 | $42.0M | 0.01% | Share |
| 19 | BANK OF AMERICA CORP /DE/ | 448,521 | $40.0M | 0.00% | Share |
| 20 | BANK OF MONTREAL /CAN/ | 446,838 | $39.0M | 0.01% | Share |
| 21 | Orion Porfolio Solutions, LLC | 429,407 | $38.0M | 0.28% | Share |
| 22 | One Wealth Map LLC | 395,584 | $37.1M | 18.88% | Share |
| 23 | RAYMOND JAMES FINANCIAL INC | 386,841 | $34.0M | 0.01% | Share |
| 24 | WELLS FARGO & COMPANY/MN | 341,146 | $30.0M | 0.01% | Share |
| 25 | Cambridge Investment Research Advisors, Inc. | 300,389 | $26.0M | 0.07% | Share |
| 26 | ROYAL BANK OF CANADA | 267,232 | $23.0M | 0.00% | Share |
| 27 | POTOMAC FUND MANAGEMENT INC /ADV | 255,798 | $22.8M | 0.84% | Share |
| 28 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 238,919 | $22.1M | 0.03% | Share |
| 29 | COMMONWEALTH EQUITY SERVICES, LLC | 252,152 | $22.0M | 0.03% | Share |
| 30 | ALLIANCEBERNSTEIN L.P. | 249,064 | $22.0M | 0.01% | Share |
| 31 | Wealth Watch Advisors, INC | 238,038 | $21.2M | 7.87% | Share |
| 32 | River Wealth Advisors LLC | 235,278 | $21.0M | 2.35% | Share |
| 33 | BANK OF AMERICA CORP /DE/ | 218,539 | $19.0M | 0.00% | Share |
| 34 | TRUIST FINANCIAL CORP | 211,904 | $18.9M | 0.03% | Share |
| 35 | STIFEL FINANCIAL CORP | 194,525 | $17.0M | 0.02% | Share |
| 36 | Waldron Private Wealth LLC | 186,814 | $16.7M | 0.66% | Share |
| 37 | William Mack & Associates, Inc. | 181,336 | $16.2M | 7.61% | Share |
| 38 | XML Financial, LLC | 188,094 | $16.0M | 1.31% | Share |
| 39 | Paulson Wealth Management Inc. | 165,923 | $14.8M | 3.42% | Share |
| 40 | Janney Montgomery Scott LLC | 157,146 | $14.0M | 0.03% | Share |
| 41 | GUGGENHEIM CAPITAL LLC | 166,735 | $14.0M | 0.10% | Share |
| 42 | Lifestyle Asset Management, Inc. | 141,135 | $12.6M | 4.10% | Share |
| 43 | Modera Wealth Management, LLC | 140,331 | $12.5M | 0.14% | Share |
| 44 | Aegis Wealth Management, Inc. | 137,749 | $12.3M | 9.65% | Share |
| 45 | OSAIC HOLDINGS, INC. | 141,033 | $12.0M | 0.02% | Share |
| 46 | OPPENHEIMER & CO INC | 134,364 | $12.0M | 0.17% | Share |
| 47 | Estate Counselors, LLC | 133,300 | $11.9M | 1.00% | Share |
| 48 | AMG National Trust Bank | 124,848 | $11.1M | 0.26% | Share |
| 49 | RAYMOND JAMES FINANCIAL INC | 132,045 | $11.0M | 0.00% | Share |
| 50 | MML INVESTORS SERVICES, LLC | 119,801 | $10.0M | 0.02% | Share |