SPDR BLOOMBERG CONVERTIBLE S (CWB) Institutional Ownership Changes & 13F Activity

SPDR BLOOMBERG CONVERTIBLE S (CWB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Envestnet Asset Management Inc, Ameriprise Financial Inc, Wealth Watch Advisors, Inc, Goldman Sachs Group Inc, and Orion Porfolio Solutions, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+1,555,591+346.2%2,004,950$216.17MQ2 2026Sep 23, 2026
Envestnet Portfolio Solutions, Inc.Buy+2,880+119.6%5,289$570.25KQ2 2026Sep 23, 2026
Talon Private Wealth, LlcBuy+6,074+25.4%29,986$3.23MQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcSell-944-15.6%5,100$549.85KQ2 2026Sep 09, 2026
Allianz Asset Management GmbhBuy+118,800+2424.5%123,700$13.34MQ2 2026Sep 02, 2026
Citadel Advisors LlcBuy+3,369+46.3%10,652$1.15MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-450-2.1%21,479$2.32MQ2 2026Aug 27, 2026
Anderson Financial Strategies, LlcSell-5,059-5.2%91,417$9.48MQ2 2026Aug 20, 2026
Gill Capital Partners, LlcSell-70-7.0%930$100.27KQ2 2026Aug 20, 2026
Kingsview Wealth Management, LlcSell-12,607-9.7%117,874$12.71MQ2 2026Aug 19, 2026
Mercer Global Advisors IncBuy+716+5.5%13,753$1.48MQ2 2026Aug 19, 2026
Copia Wealth ManagementBuy+567+15.0%4,352$469.23KQ2 2026Aug 18, 2026
Beacon Pointe Advisors, LlcBuy+2+0.0%8,407$906.39KQ2 2026Aug 18, 2026
Capstone Investment Advisors, LlcBuy+130,601—130,601$14.08MQ2 2026Aug 17, 2026
Transamerica Financial Advisors, LlcSell-8,104-21.4%29,693$3.20MQ2 2026Aug 17, 2026
Triton Financial Group IncSell-3,369-58.6%2,379$256.50KQ2 2026Aug 17, 2026
Old North State Trust, LlcBuy+2,138—2,138$231.00KQ2 2026Aug 17, 2026
Centaurus Financial, Inc.Sell-1,033-33.8%2,020$218.00KQ2 2026Aug 17, 2026
Equitable Holdings, Inc.Sell-518-1.7%29,627$3.19MQ2 2026Aug 17, 2026
United Capital Financial Advisors, LlcSell-146-1.2%12,357$1.33MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcSell-30-0.4%7,728$833.18KQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+813,427—813,427$87.70MQ2 2026Aug 14, 2026
Wealth Watch Advisors, IncBuy+206,138—206,138$22.23MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-200,102-44.8%246,300$26.56MQ2 2026Aug 14, 2026
Orion Porfolio Solutions, LlcBuy+165,167+6174.5%167,842$18.10MQ2 2026Aug 14, 2026
Dv Trading LlcBuy+163,049+732.3%185,314$19.98MQ2 2026Aug 14, 2026
Bluefin Capital Management, LlcSell-82,874-79.1%21,845$2.36MQ2 2026Aug 14, 2026
Bank Of America CorpSell-65,937-2.5%2,588,077$279.05MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+63,959+957.9%70,636$7.62MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+57,720+51.4%170,089$18.34MQ2 2026Aug 14, 2026
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Frequently asked questions about CWB activity

  • Which institutional owners are buying CWB?

    Institutional owners buying CWB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CWB activity?

    "Buy" means an investor increased their reported position in CWB compared to the prior reporting period. This reflects growing exposure to SPDR BLOOMBERG CONVERTIBLE S (CWB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CWB increasing?

    Institutional interest in CWB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.