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 $3.29B 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 $279.05M in its June 30, 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 $268.33M, representing an estimated loss of -3.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 48% 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
548
Total Reported Value
$3.29B
Largest Holder
Bank Of America Corp
Largest Position
$279.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
47
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% | 2,588,077 | $279,046,484 | $268,331,823 | -$10,714,661 | -3.84% | |
| Envestnet Asset Management Inc | 0.05% | 2,004,950 | $216,173,734 | $207,873,216 | -$8,300,518 | -3.84% | |
| Howard Capital Management Inc. | 2.56% | 1,993,096 | $214,895,617 | $206,644,193 | -$8,251,424 | -3.84% | |
| Lpl Financial Llc | 0.04% | 1,628,253 | $175,558,249 | $168,817,271 | -$6,740,978 | -3.84% | |
| Wells Fargo & Company/Mn | 0.03% | 1,524,239 | $164,343,415 | $158,033,100 | -$6,310,315 | -3.84% | |
| Morgan Stanley | 0.01% | 1,496,947 | $161,400,880 | $155,203,465 | -$6,197,415 | -3.84% | |
| Cetera Investment Advisers | 0.13% | 1,274,155 | $137,379,334 | $132,104,390 | -$5,274,944 | -3.84% | |
| Ameriprise Financial Inc | 0.02% | 813,427 | $87,702,032 | $84,336,111 | -$3,365,921 | -3.84% | |
| Assetmark, Inc | 0.14% | 743,030 | $80,113,524 | $77,037,350 | -$3,076,174 | -3.84% | |
| Pnc Financial Services Group, Inc. | 0.04% | 691,680 | $74,576,953 | $71,713,382 | -$2,863,571 | -3.84% | |
| Deutsche Bank Ag\ | 0.02% | 684,479 | $73,800,525 | $70,966,783 | -$2,833,742 | -3.84% | |
| Goodman Advisory Group, Llc | 13.04% | 526,030 | $56,716,560 | $54,538,790 | -$2,177,770 | -3.84% | |
| Ubs Group Ag | 0.01% | 489,822 | $52,812,608 | $50,784,745 | -$2,027,863 | -3.84% | |
| Bank Of Montreal | 0.02% | 422,729 | $45,578,641 | $43,828,543 | -$1,750,098 | -3.84% | |
| Royal Bank Of Canada | 0.01% | 389,739 | $42,022,000 | $40,408,140 | -$1,613,860 | -3.84% | |
| New York Life Investment Management Llc | 0.28% | 365,834 | $39,444,222 | $37,929,669 | -$1,514,553 | -3.84% | |
| One Wealth Map Llc | 17.83% | 388,508 | $38,225,332 | $40,280,509 | +$2,055,177 | +5.38% | |
| Raymond James Financial Inc | 0.01% | 354,204 | $38,190,305 | $36,723,871 | -$1,466,434 | -3.84% | |
| Horizon Investments, Llc | 0.32% | 272,048 | $29,247,880 | $28,205,937 | -$1,041,943 | -3.56% | |
| Potomac Fund Management Inc | 0.70% | 257,100 | $27,720,522 | $26,656,128 | -$1,064,394 | -3.84% | |
| Goldman Sachs Group Inc | 0.00% | 246,300 | $26,556,066 | $25,536,384 | -$1,019,682 | -3.84% | |
| Fil Ltd | 0.02% | 221,301 | $23,860,674 | $22,944,488 | -$916,186 | -3.84% | |
| Commonwealth Equity Services, Llc | 0.03% | 210,502 | $22,696,357 | $21,824,847 | -$871,510 | -3.84% | |
| Wealth Watch Advisors, Inc | 7.23% | 206,138 | $22,225,799 | $21,372,388 | -$853,411 | -3.84% | |
| Estate Counselors, Llc | 1.91% | 205,995 | $22,210,381 | $21,357,562 | -$852,819 | -3.84% | |
| River Wealth Advisors Llc | 2.49% | 237,136 | $21,702,683 | $24,586,260 | +$2,883,577 | +13.29% | |
| Stifel Financial Corp | 0.02% | 195,723 | $21,104,637 | $20,292,561 | -$812,076 | -3.85% | |
| Dv Trading Llc | 1.65% | 185,314 | $19,980,555 | $19,213,356 | -$767,199 | -3.84% | |
| Truist Financial Corp | 0.02% | 183,756 | $19,812,582 | $19,051,822 | -$760,760 | -3.84% | |
| Xml Financial, Llc | 1.42% | 181,451 | $19,564,035 | $18,812,840 | -$751,195 | -3.84% | |
| Advyzon Investment Management, Llc | 1.33% | 170,089 | $18,338,985 | $17,634,828 | -$704,157 | -3.84% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 173,886 | $18,299,813 | $18,028,500 | -$271,313 | -1.48% | |
| Orion Porfolio Solutions, Llc | 0.14% | 167,842 | $18,096,694 | $17,401,859 | -$694,835 | -3.84% | |
| Alliancebernstein L.P. | 0.01% | 197,512 | $18,076,298 | $20,478,044 | +$2,401,746 | +13.29% | |
| Waldron Private Wealth Llc | 0.62% | 167,023 | $18,008,422 | $17,316,945 | -$691,477 | -3.84% | |
| Osaic Holdings, Inc. | 0.02% | 160,012 | $17,258,720 | $16,590,044 | -$668,676 | -3.87% | |
| Guggenheim Capital Llc | 0.10% | 145,164 | $15,651,582 | $15,050,604 | -$600,978 | -3.84% | |
| Lifestyle Asset Management, Inc. | 4.00% | 137,965 | $14,875,386 | $14,304,211 | -$571,175 | -3.84% | |
| Amg National Trust Bank | 0.30% | 133,948 | $14,442,275 | $13,887,729 | -$554,546 | -3.84% | |
| Capstone Investment Advisors, Llc | 0.10% | 130,601 | $14,081,400 | $13,540,712 | -$540,688 | -3.84% | |
| Modera Wealth Management, Llc | 0.15% | 130,573 | $14,078,395 | $13,537,809 | -$540,586 | -3.84% | |
| Oppenheimer & Co Inc | 0.15% | 129,764 | $13,991,154 | $13,453,932 | -$537,222 | -3.84% | |
| Aegis Wealth Management, Inc. | 8.48% | 121,883 | $13,141,409 | $12,636,829 | -$504,580 | -3.84% | |
| Huntington National Bank | 0.06% | 121,472 | $13,097,122 | $12,594,217 | -$502,905 | -3.84% | |
| William Mack & Associates, Inc. | 4.55% | 119,630 | $12,898,507 | $12,403,238 | -$495,269 | -3.84% | |
| Kingsview Wealth Management, Llc | 0.15% | 117,874 | $12,709,149 | $12,221,176 | -$487,973 | -3.84% | |
| Mml Investors Services, Llc | 0.02% | 112,862 | $12,168,792 | $11,701,532 | -$467,260 | -3.84% | |
| Oppenheimer Asset Management Inc. | 0.13% | 112,765 | $12,158,322 | $11,691,475 | -$466,847 | -3.84% | |
| Financial & Tax Architects, Llc | 2.44% | 107,263 | $11,565,055 | $11,121,028 | -$444,027 | -3.84% | |
| Paulson Wealth Management Inc. | 2.28% | 99,629 | $10,741,973 | $10,329,535 | -$412,438 | -3.84% |
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.