Who Owns CWB?
State Street SPDR Bloomberg Convertible Securities ETF — Institutional Ownership & 13F Holdings
$100.53
+0.79 (+0.79%)
Market Cap
$5.2B
Shares Outstanding
44,652,029
Institutional Holders
454
Total Inst. Value
$2.0B
% of Float Held
—
QoQ Holder Change
+167
Institutional data as of Q1 2025
New Positions
118
Closed Positions
74
Increased
111
Decreased
143
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | $201.9M | 2,635,554 |
| 2 | Howard Capital Management Inc. | $182.0M | 2,375,293 |
| 3 | MORGAN STANLEY | $124.3M | 1,621,725 |
| 4 | Cetera Investment Advisers | $121.6M | 1,587,390 |
| 5 | AMERIPRISE FINANCIAL INC | $103.1M | 1,345,622 |
| 6 | WELLS FARGO & COMPANY/MN | $92.9M | 1,212,254 |
| 7 | BESSEMER GROUP INC | $87.2M | 1,138,584 |
| 8 | GOLDMAN SACHS GROUP INC | $54.0M | 704,622 |
| 9 | DEUTSCHE BANK AG\ | $48.8M | 637,248 |
| 10 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $44.8M | 585,057 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE/ | +111K | $201.9M |
| Howard Capital Management Inc. | +21K | $182.0M |
| AMERIPRISE FINANCIAL INC | +342K | $103.1M |
| WELLS FARGO & COMPANY/MN | +96K | $92.9M |
| GOLDMAN SACHS GROUP INC | +87K | $54.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| ASSETMARK, INC | -1.6M | $798K |
| GeoWealth Management, LLC | -231K | $92K |
| ENVESTNET ASSET MANAGEMENT INC | -149K | $186K |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | -138K | $50K |
| NOMURA ASSET MANAGEMENT CO LTD | -113K | $8.1M |
Famous Fund Managers
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Frequently Asked Questions
How many institutional investors hold CWB?
As of Q1 2025, 454 institutional investors report holding CWB (State Street SPDR Bloomberg Convertible Securities ETF) in their 13F filings.
Which hedge fund owns the most CWB?
The largest institutional holder of CWB is BANK OF AMERICA CORP /DE/ with $201.9M in shares.
Are institutions buying or selling CWB?
This quarter, 118 institutions opened new positions in CWB and 74 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.