Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / BBG CONV SEC ETF
-
Number of holders
-
241
-
Total shares
-
10.3M
-
Shares change
-
-4.13M
-
Total reported value, excl. options
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$791M
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Value change
-
-$319M
-
Number of buys
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83
-
Number of sells
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-130
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Price
-
$76.62
Significant Holders of SPDR SER TR - BBG CONV SEC ETF (CWB) as of Q1 2025
279 filings reported holding CWB - SPDR SER TR - BBG CONV SEC ETF as of Q1 2025.
SPDR SER TR - BBG CONV SEC ETF (CWB) has 241 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 10.3M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (2.42M shares), Cetera Investment Advisers (1.59M shares), BESSEMER GROUP INC (1.14M shares), Allianz Asset Management GmbH (579K shares), H&H Retirement Design & Management INC (382K shares), Cambridge Investment Research Advisors, Inc. (266K shares), TRUIST FINANCIAL CORP (231K shares), XML Financial, LLC (209K shares), Janney Montgomery Scott LLC (155K shares), and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (143K shares).
This table shows the top 241 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.