Who owns State Street SPDR Bloomberg Convertible Securities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of CWB from SEC Form 13F filings across 568 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 568 institutions disclosed 35.3M shares of State Street SPDR Bloomberg Convertible Securities ETF worth $3.67B — about 58% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
568
13F holders
$3.67B
value, 2026 filers
58%
of shares outstanding (35.3M sh)
88
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of CWB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 2.6M | $279.0M | 0.0% | 4.2% | -2.5% |
| 2 | ENVESTNET ASSET MANAGEMENT INC | 2.0M | $216.2M | 0.1% | 3.3% | +346.2% |
| 3 | Howard Capital Management, LLC | 2.0M | $214.9M | 2.6% | 3.3% | +33341.2% |
| 4 | LPL Financial LLC | 1.6M | $175.6M | 0.0% | 2.7% | +30.2% |
| 5 | WELLS FARGO & COMPANY/MN | 1.5M | $164.3M | 0.0% | 2.5% | +2.1% |
| 6 | MORGAN STANLEY | 1.5M | $161.4M | 0.0% | 2.5% | -7.1% |
| 7 | Cetera Investment Advisers | 1.3M | $137.4M | 0.1% | 2.1% | +949.4% |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1.2M | $132.8M | 0.1% | 2% | +9.6% |
| 9 | BESSEMER GROUP INC | 1.2M | $131.1M | 0.2% | 2% | 0.0% |
| 10 | DELTA CAPITAL MANAGEMENT LLC | 1.2M | $1.3M | 0.6% | 1.9% | +9.2% |
| 11 | AMERIPRISE FINANCIAL INC | 813,427 | $87.7M | 0.0% | 1.3% | -3.3% |
| 12 | ASSETMARK, INC | 743,030 | $80.1M | 0.1% | 1.2% | -11.9% |
| 13 | PNC Financial Services Group, Inc. | 736,701 | $79.4M | 0.0% | 1.2% | -2.3% |
| 14 | DEUTSCHE BANK AG\ | 684,479 | $73.8M | 0.0% | 1.1% | 0.0% |
| 15 | Goodman Advisory Group, LLC | 526,030 | $56.7M | 13.0% | 0.9% | +0.6% |
| 16 | UBS Group AG | 489,822 | $52.8M | 0.0% | 0.8% | +0.6% |
| 17 | BANK OF MONTREAL /CAN/ | 422,729 | $45.6M | 0.0% | 0.7% | -3.5% |
| 18 | ROYAL BANK OF CANADA | 389,739 | $42.0M | 0.0% | 0.6% | +1.5% |
| 19 | One Wealth Map LLC | 388,508 | $38.2M | 17.4% | 0.6% | +4.6% |
| 20 | New York Life Investment Management LLC | 365,834 | $39.4M | 0.3% | 0.6% | -2.3% |
| 21 | RAYMOND JAMES FINANCIAL INC | 354,204 | $38.2M | 0.0% | 0.6% | +14.0% |
| 22 | Cambridge Investment Research Advisors, Inc. | 285,367 | $30.8M | 0.1% | 0.5% | +7.9% |
| 23 | Horizon Investments, LLCNEW | 272,048 | $29.2M | 0.3% | 0.4% | new |
| 24 | POTOMAC FUND MANAGEMENT INC /ADVNEW | 257,100 | $27.7M | 0.7% | 0.4% | new |
| 25 | GOLDMAN SACHS GROUP INC | 246,300 | $26.6M | 0.0% | 0.4% | -44.8% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.