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. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Sequoia Financial Advisors, Matrix Private Capital Group, and Mairs & Power Growth Fund.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Renaissance Technologies LLCSell-40,90012,200$1,116,544
Q3 2025Renaissance Technologies LLCSell-26,00053,100$4,805,550
Q2 2025Renaissance Technologies LLCSell-32,90079,100$6,538,406
Q1 2025Renaissance Technologies LLCSell-58,800112,000$8,581,440
Q1 2025Sequoia Financial AdvisorsSell-5503,825$293,072
Q4 2024Renaissance Technologies LLCSell-56,200170,800$13,303,612
Q3 2024Renaissance Technologies LLCBuy97,000227,000$17,385,930
Q2 2024Renaissance Technologies LLCBuy10,100130,000$9,367,800
Q2 2024Sequoia Financial AdvisorsBuy5504,375$315,263
Q1 2024Renaissance Technologies LLCSell-67,200119,900$8,757
Q4 2023Renaissance Technologies LLCBuy181,217187,100$13,499
Q4 2023Sequoia Financial AdvisorsSell-1,2293,825$275,974
Q3 2023Renaissance Technologies LLCSell-56,0175,883$399
Q3 2023Sequoia Financial AdvisorsBuy1745,054$342,662
Q2 2023Renaissance Technologies LLCBuy26,10061,900$4,330
Q1 2023Renaissance Technologies LLCBuy25,60035,800$2,401
Q4 2022Sequoia Financial AdvisorsBuy504,880$313,979
Q2 2022Renaissance Technologies LLCSell-7,60010,200$659
Q2 2022Sequoia Financial AdvisorsBuy4804,830$312
Q1 2022Renaissance Technologies LLCBuy3,80017,800$1,370
Q1 2022Sequoia Financial AdvisorsBuy2004,350$334
Q4 2021Renaissance Technologies LLCBuy10,51714,000$1,161
Q3 2021Renaissance Technologies LLCSell-52,2173,483$297
Q3 2021Sequoia Financial AdvisorsSell-554,150$354
Q2 2021Renaissance Technologies LLCSell-7,06655,700$4,831
Q2 2021Sequoia Financial AdvisorsBuy554,205$365
Q1 2021Renaissance Technologies LLCBuy38,66662,766$5,232
Q4 2020Matrix Private Capital GroupSell-782385$32
Q3 2020Renaissance Technologies LLCSell-38,80024,100$1,660
Q3 2020Sequoia Financial AdvisorsBuy4,1504,150$286

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.

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