SPDR BLOOMBERG CONVERTIBLE S (CWB) Institutional Shareholders
SPDR BLOOMBERG CONVERTIBLE S (CWB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $2.87B in CWB holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of CWB tracked by InsiderSet, reporting ownership valued at approximately $242.90M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $274.16M, representing an estimated gain of +12.87% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 49% of the total disclosed CWB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Envestnet Asset Management Inc, Howard Capital Management Inc., and several other long-term asset managers with concentrated positions in SPDR BLOOMBERG CONVERTIBLE S (CWB).
This page ranks the largest institutional CWB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
529
Total Reported Value
$2.87B
Largest Holder
Bank Of America Corp
Largest Position
$242.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
44
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.02% | 2,654,014 | $242,895,357 | $274,159,646 | +$31,264,289 | +12.87% | |
| Envestnet Asset Management Inc | 0.05% | 2,004,950 | $216,173,734 | $207,111,335 | -$9,062,399 | -4.19% | |
| Howard Capital Management Inc. | 2.56% | 1,993,096 | $214,895,617 | $205,886,817 | -$9,008,800 | -4.19% | |
| Morgan Stanley | 0.01% | 1,611,345 | $147,470,344 | $166,451,939 | +$18,981,595 | +12.87% | |
| Wells Fargo & Company/Mn | 0.03% | 1,493,580 | $136,692,478 | $154,286,814 | +$17,594,336 | +12.87% | |
| Lpl Financial Llc | 0.03% | 1,250,180 | $114,416,509 | $129,143,594 | +$14,727,085 | +12.87% | |
| Northwestern Mutual Wealth Management Co | 0.06% | 1,123,841 | $102,853,885 | $116,092,775 | +$13,238,890 | +12.87% | |
| Assetmark, Inc | 0.14% | 743,030 | $80,113,524 | $76,754,999 | -$3,358,525 | -4.19% | |
| Ameriprise Financial Inc | 0.02% | 841,207 | $76,984,542 | $86,896,683 | +$9,912,141 | +12.88% | |
| Pnc Financial Services Group, Inc. | 0.04% | 708,584 | $64,849,570 | $73,196,727 | +$8,347,157 | +12.87% | |
| Deutsche Bank Ag\ | 0.02% | 684,479 | $62,643,518 | $70,706,681 | +$8,063,163 | +12.87% | |
| Goodman Advisory Group, Llc | 12.42% | 522,882 | $47,854,165 | $54,013,711 | +$6,159,546 | +12.87% | |
| Ubs Group Ag | 0.01% | 486,749 | $44,547,268 | $50,281,172 | +$5,733,904 | +12.87% | |
| Jane Street Group, Llc | 0.04% | 451,825 | $41,351,024 | $46,673,523 | +$5,322,499 | +12.87% | |
| Goldman Sachs Group Inc | 0.01% | 446,402 | $40,854,711 | $46,113,327 | +$5,258,616 | +12.87% | |
| Bank Of Montreal | 0.02% | 437,880 | $40,074,778 | $45,233,004 | +$5,158,226 | +12.87% | |
| One Wealth Map Llc | 17.83% | 388,508 | $38,225,332 | $40,132,876 | +$1,907,544 | +4.99% | |
| Royal Bank Of Canada | 0.01% | 384,062 | $35,149,000 | $39,673,605 | +$4,524,605 | +12.87% | |
| New York Life Investment Management Llc | 0.29% | 374,494 | $34,273,691 | $38,685,230 | +$4,411,539 | +12.87% | |
| Raymond James Financial Inc | 0.01% | 310,778 | $28,442,340 | $32,103,367 | +$3,661,027 | +12.87% | |
| Commonwealth Equity Services, Llc | 0.03% | 210,502 | $22,696,357 | $21,744,857 | -$951,500 | -4.19% | |
| River Wealth Advisors Llc | 2.49% | 237,136 | $21,702,683 | $24,496,149 | +$2,793,466 | +12.87% | |
| Estate Counselors, Llc | 1.88% | 230,144 | $21,062,779 | $23,773,875 | +$2,711,096 | +12.87% | |
| Alliancebernstein L.P. | 0.01% | 233,908 | $20,864,594 | $24,162,696 | +$3,298,102 | +15.81% | |
| Truist Financial Corp | 0.02% | 183,756 | $19,812,582 | $18,981,995 | -$830,587 | -4.19% | |
| Xml Financial, Llc | 1.42% | 181,451 | $19,564,035 | $18,743,888 | -$820,147 | -4.19% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 173,886 | $18,299,813 | $17,962,424 | -$337,389 | -1.84% | |
| Waldron Private Wealth Llc | 0.62% | 167,023 | $18,008,422 | $17,253,476 | -$754,946 | -4.19% | |
| Stifel Financial Corp | 0.02% | 195,944 | $17,934,247 | $20,241,015 | +$2,306,768 | +12.86% | |
| Guggenheim Capital Llc | 0.12% | 169,507 | $15,513,281 | $17,510,073 | +$1,996,792 | +12.87% | |
| Lifestyle Asset Management, Inc. | 4.00% | 137,965 | $14,875,386 | $14,251,785 | -$623,602 | -4.19% | |
| Modera Wealth Management, Llc | 0.15% | 130,573 | $14,078,395 | $13,488,191 | -$590,204 | -4.19% | |
| Oppenheimer & Co Inc | 0.15% | 129,764 | $13,991,154 | $13,404,621 | -$586,533 | -4.19% | |
| Osaic Holdings, Inc. | 0.02% | 148,772 | $13,618,764 | $15,368,148 | +$1,749,384 | +12.85% | |
| Aegis Wealth Management, Inc. | 8.48% | 121,883 | $13,141,409 | $12,590,514 | -$550,895 | -4.19% | |
| William Mack & Associates, Inc. | 4.55% | 119,630 | $12,898,507 | $12,357,779 | -$540,728 | -4.19% | |
| Amg National Trust Bank | 0.27% | 133,926 | $12,256,908 | $13,834,556 | +$1,577,648 | +12.87% | |
| Oppenheimer Asset Management Inc. | 0.13% | 112,765 | $12,158,322 | $11,648,625 | -$509,698 | -4.19% | |
| Kingsview Wealth Management, Llc | 0.16% | 130,481 | $11,941,644 | $13,478,687 | +$1,537,043 | +12.87% | |
| Huntington National Bank | 0.07% | 129,761 | $11,875,724 | $13,404,311 | +$1,528,587 | +12.87% | |
| Mcadam, Llc | 0.53% | 129,377 | $11,840,545 | $13,364,644 | +$1,524,099 | +12.87% | |
| Financial & Tax Architects, Llc | 2.44% | 107,263 | $11,565,055 | $11,080,268 | -$484,787 | -4.19% | |
| Advisors Preferred, Llc | 1.69% | 125,232 | $11,461,233 | $12,936,466 | +$1,475,233 | +12.87% | |
| Cetera Investment Advisers | 0.01% | 121,412 | $11,111,637 | $12,541,860 | +$1,430,223 | +12.87% | |
| Advyzon Investment Management, Llc | 0.92% | 112,369 | $10,284,050 | $11,607,718 | +$1,323,668 | +12.87% | |
| Anderson Financial Strategies, Llc | 5.51% | 96,476 | $10,023,856 | $9,965,971 | -$57,885 | -0.58% | |
| Strategic Investment Advisors / Mi | 0.67% | 105,804 | $9,663,669 | $10,929,553 | +$1,265,884 | +13.10% | |
| Bluefin Capital Management, Llc | 9.29% | 104,719 | $9,583,883 | $10,817,473 | +$1,233,590 | +12.87% | |
| Paulson Wealth Management Inc. | 2.15% | 100,332 | $9,182,361 | $10,364,296 | +$1,181,935 | +12.87% | |
| Ntv Asset Management Llc | 0.98% | 97,403 | $8,914,323 | $10,061,730 | +$1,147,407 | +12.87% |
Frequently asked questions about CWB
Who owns the most CWB stock?
The largest holders of CWB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR BLOOMBERG CONVERTIBLE S (CWB).
Is CWB widely held by superinvestors?
Many widely followed stocks like CWB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly CWB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.