Who Owns State Street SPDR Bloomberg Convertible Securities ETF (CWB)?Hedge Fund & Institutional Holders

$93.19+1.14 (+1.24%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+14 / -3

Price History

$71.86$77.83$83.80$89.76$95.73Sep 24Jun 25Mar 26

CWB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
COMMONWEALTH EQUITY SERVICES, LLCNew Position+252K+$22.0B
RAYMOND JAMES FINANCIAL INCIncreased+222K+$17.7B
Waldron Private Wealth LLCNew Position+187K+$16.7B
OPPENHEIMER & CO INCNew Position+134K+$12.0B
Estate Counselors, LLCNew Position+133K+$11.9B
HMS Capital Management, LLCNew Position+70K+$6.3B
David J Yvars GroupNew Position+61K+$5.5B
FSC Wealth Advisors, LLCNew Position+61K+$5.4B
Elevation Capital Advisory, LLCNew Position+55K+$4.9B
Geneos Wealth Management Inc.New Position+54K+$4.8B
AXS Investments LLCNew Position+50K+$4.5B
Sage Capital Management, LLCNew Position+49K+$4.4B
WESBANCO BANK INCNew Position+48K+$4.3B
B. Riley Wealth Advisors, Inc.New Position+45K+$4.1B
Hershey Financial Advisers, LLCNew Position+41K+$3.6B

CWB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-166K-$144.7B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-846K-$81.4B
NEW YORK LIFE INVESTMENT MANAGEMENT LLCDecreased-34K-$45.8B
POTOMAC FUND MANAGEMENT INC /ADVDecreased-214K-$42.5B
Horizon Investments, LLCDecreased-226K-$20.5B
OSAIC HOLDINGS, INC.Decreased-175K-$17.7B
ASSETMARK, INCDecreased-172K-$16.7B
CAPSTONE INVESTMENT ADVISORS, LLCClosed Position-107K-$9.7B
Elequin Capital, LPClosed Position-90K-$8.1B
RWA WEALTH PARTNERS, LLCDecreased-77K-$7.4B
Hilltop Holdings Inc.Decreased-75K-$7.0B
GOLDMAN SACHS GROUP INCDecreased-61K-$6.8B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-58K-$6.0B
Allworth Financial LPDecreased-7K-$5.8B
RENAISSANCE TECHNOLOGIES LLCClosed Position-53K-$4.8B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/1,922,650$171.0B12.44%Share
2ASSETMARK, INC911,754$81.3B165.85%Share
3DEUTSCHE BANK AG\797,734$71.0B23.12%Share
4AMERIPRISE FINANCIAL INC796,821$71.0B16.04%Share
5PNC FINANCIAL SERVICES GROUP, INC.664,951$59.0B32.22%Share
6WELLS FARGO & COMPANY/MN569,053$50.0B9.11%Share
7Goodman Advisory Group, LLC536,314$47.0B11.58%Share
8GOLDMAN SACHS GROUP INC518,122$46.0B5.67%Share
9UBS Group AG475,009$42.4B6.87%Share
10WELLS FARGO & COMPANY/MN478,239$42.0B7.65%Share
11BANK OF AMERICA CORP /DE/448,521$40.0B2.91%Share
12BANK OF MONTREAL /CAN/446,838$39.0B13.51%Share
13Orion Porfolio Solutions, LLC429,407$38.0B278.67%Share
14One Wealth Map LLC395,584$37.1B18.88%Share
15RAYMOND JAMES FINANCIAL INC386,841$34.0B10.58%Share
16WELLS FARGO & COMPANY/MN341,146$30.0B5.46%Share
17ROYAL BANK OF CANADA267,232$23.0B3.74%Share
18ALLIANCEBERNSTEIN L.P.249,064$22.0B6.95%Share
19COMMONWEALTH EQUITY SERVICES, LLC252,152$22.0B29.33%Share
20Wealth Watch Advisors, INC238,038$21.2B7.87%Share
21BANK OF AMERICA CORP /DE/218,539$19.0B1.38%Share
22STIFEL FINANCIAL CORP194,525$17.0B15.29%Share
23Waldron Private Wealth LLC186,814$16.7B0.66%Share
24William Mack & Associates, Inc.181,336$16.2B7.61%Share
25GUGGENHEIM CAPITAL LLC166,735$14.0B100.25%Share
26Lifestyle Asset Management, Inc.141,135$12.6B4.10%Share
27OSAIC HOLDINGS, INC.141,033$12.0B17.53%Share
28OPPENHEIMER & CO INC134,364$12.0B170.18%Share
29Estate Counselors, LLC133,300$11.9B1.00%Share
30AMG National Trust Bank124,848$11.1B0.26%Share
31RAYMOND JAMES FINANCIAL INC132,045$11.0B3.42%Share
32HUNTINGTON NATIONAL BANK104,118$9.0B54.03%Share
33ROYAL BANK OF CANADA100,941$9.0B1.46%Share
34Strategic Investment Advisors / MI97,521$8.7B0.75%Share
35PFG Advisors93,126$8.3B0.40%Share
36Private Advisor Group, LLC94,655$8.0B37.64%Share
37Steward Partners Investment Advisory, LLC92,365$8.0B43.87%Share
38WELLS FARGO & COMPANY/MN94,586$8.0B1.46%Share
39Windsor Capital Management, LLC89,134$8.0B2.19%Share
40Spectrum Wealth Advisory Group, LLC83,564$7.5B2.74%Share
41Petix & Botte Co75,211$6.7B1.52%Share
42Horizon Investments, LLC74,789$6.7B84.50%Share
43Baron Financial Group, LLC72,501$6.5B3.47%Share
44Kovitz Investment Group Partners, LLC70,276$6.3B0.14%Share
45HMS Capital Management, LLC70,180$6.3B2.59%Share
46NOMURA ASSET MANAGEMENT CO LTD75,056$6.0B15.19%Share
47PRUDENTIAL FINANCIAL INC67,668$6.0B7.25%Share
48David J Yvars Group61,257$5.5B2.91%Share
49Riggs Asset Managment Co. Inc.61,080$5.4B1.10%Share
50FSC Wealth Advisors, LLC60,615$5.4B8.77%Share

CWB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025489$1.5T+220
Q3 2025269$1.7T-153
Q2 2025422$2.0T-32
Q1 2025454$2.3T+44
Q4 2024410$109.6T+120
Q3 2024290$242.0T-1
Q2 2024291$149.6T+4
Q1 2024287$170.9T—

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As of Q4 2025, 50 institutional investors hold CWB (State Street SPDR Bloomberg Convertible Securities ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $171.0B in shares. This quarter, 14 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own CWB?

As of Q4 2025, 50 institutional investors report holding CWB (State Street SPDR Bloomberg Convertible Securities ETF) in their 13F filings.

Who is the largest institutional holder of CWB?

The largest institutional holder of CWB is BANK OF AMERICA CORP /DE/ with $171.0B in shares.

Is institutional ownership of CWB increasing or decreasing?

This quarter, 14 institutions opened new positions in CWB and 3 closed their positions.