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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +1,555,591 | +346.2% | 2,004,950 | $216.17M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +2,880 | +119.6% | 5,289 | $570.25K | Q2 2026 | Sep 23, 2026 |
| Talon Private Wealth, Llc | Buy | +6,074 | +25.4% | 29,986 | $3.23M | Q2 2026 | Sep 11, 2026 |
| Integrated Wealth Concepts Llc | Sell | -944 | -15.6% | 5,100 | $549.85K | Q2 2026 | Sep 09, 2026 |
| Allianz Asset Management Gmbh | Buy | +118,800 | +2424.5% | 123,700 | $13.34M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Buy | +3,369 | +46.3% | 10,652 | $1.15M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -450 | -2.1% | 21,479 | $2.32M | Q2 2026 | Aug 27, 2026 |
| Anderson Financial Strategies, Llc | Sell | -5,059 | -5.2% | 91,417 | $9.48M | Q2 2026 | Aug 20, 2026 |
| Gill Capital Partners, Llc | Sell | -70 | -7.0% | 930 | $100.27K | Q2 2026 | Aug 20, 2026 |
| Kingsview Wealth Management, Llc | Sell | -12,607 | -9.7% | 117,874 | $12.71M | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Buy | +716 | +5.5% | 13,753 | $1.48M | Q2 2026 | Aug 19, 2026 |
| Copia Wealth Management | Buy | +567 | +15.0% | 4,352 | $469.23K | Q2 2026 | Aug 18, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +2 | +0.0% | 8,407 | $906.39K | Q2 2026 | Aug 18, 2026 |
| Capstone Investment Advisors, Llc | Buy | +130,601 | — | 130,601 | $14.08M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -8,104 | -21.4% | 29,693 | $3.20M | Q2 2026 | Aug 17, 2026 |
| Triton Financial Group Inc | Sell | -3,369 | -58.6% | 2,379 | $256.50K | Q2 2026 | Aug 17, 2026 |
| Old North State Trust, Llc | Buy | +2,138 | — | 2,138 | $231.00K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Sell | -1,033 | -33.8% | 2,020 | $218.00K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -518 | -1.7% | 29,627 | $3.19M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Sell | -146 | -1.2% | 12,357 | $1.33M | Q2 2026 | Aug 17, 2026 |
| Comprehensive Money Management Services Llc | Sell | -30 | -0.4% | 7,728 | $833.18K | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +813,427 | — | 813,427 | $87.70M | Q2 2026 | Aug 14, 2026 |
| Wealth Watch Advisors, Inc | Buy | +206,138 | — | 206,138 | $22.23M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -200,102 | -44.8% | 246,300 | $26.56M | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +165,167 | +6174.5% | 167,842 | $18.10M | Q2 2026 | Aug 14, 2026 |
| Dv Trading Llc | Buy | +163,049 | +732.3% | 185,314 | $19.98M | Q2 2026 | Aug 14, 2026 |
| Bluefin Capital Management, Llc | Sell | -82,874 | -79.1% | 21,845 | $2.36M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -65,937 | -2.5% | 2,588,077 | $279.05M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +63,959 | +957.9% | 70,636 | $7.62M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +57,720 | +51.4% | 170,089 | $18.34M | Q2 2026 | Aug 14, 2026 |
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.