Q4 2024 13F Holders as of 12/31/2024
-
Type / Class
-
Equity / BBG CONV SEC ETF
-
Number of holders
-
505
-
Total shares
-
37M
-
Shares change
-
+8.25M
-
Total reported value, excl. options
-
$2.89B
-
Value change
-
+$643M
-
Put/Call ratio
-
1.5
-
Number of buys
-
212
-
Number of sells
-
-176
-
Price
-
$77.89
Significant Holders of SPDR SER TR - BBG CONV SEC ETF (CWB) as of Q4 2024
535 filings reported holding CWB - SPDR SER TR - BBG CONV SEC ETF as of Q4 2024.
SPDR SER TR - BBG CONV SEC ETF (CWB) has 505 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 37M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (2.57M shares), BANK OF AMERICA CORP /DE/ (2.52M shares), Howard Capital Management Inc. (2.35M shares), MORGAN STANLEY (1.63M shares), Cetera Investment Advisers (1.59M shares), ASSETMARK, INC (1.59M shares), LPL Financial LLC (1.22M shares), BESSEMER GROUP INC (1.14M shares), WELLS FARGO & COMPANY/MN (1.12M shares), and AMERIPRISE FINANCIAL INC (1M shares).
This table shows the top 505 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.