CWB

Ss Spdr Bb Conv Sec ETF

-$559.3M

Net Activity

Institutions Holding

524

Popularity Rank

#1050

Avg Weight

0.40%

Total Value

$2.5B

Ownership Trend

524 institutions currently hold CWB, with 208 net buyers and 238 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

238

Net Buying Institutions

208

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$242.9M
MS
Morgan Stanley
$147.5M
WF
Wells Fargo & Company/mn
$136.7M
LF
LPL Financial LLC
$114.4M
BG
Bessemer Group INC
$111.3M

Top 5 by Conviction

OW
One Wealth Map LLC
17.78%
GA
Goodman Advisory Group, LLC
12.42%
WM
William Mack & Associates, Inc.
6.22%
BC
Bluefin Capital Management, LLC
6.15%
AF
Anderson Financial Strategies, LLC
5.51%
View all 524 holding institutions

Quarterly Activity

Recent Activity

+$1.5B

Total Buy Value

$1.9B

Total Sell Value

New buy52
Trim199
Add156
Sold out39

208

Net Buyers

238

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding SS SPDR BB CONV SEC ETF (CWB)?
Major stakeholders currently include Bank Of America CORP /de/ ($242.9M), Morgan Stanley ($147.5M), Wells Fargo & Company/mn ($136.7M). Based on the latest 13F filings, there are a total of 524 tracked investment funds and institutions maintaining positions in CWB.
What is the overall institutional sentiment toward CWB recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $559.3M, driven by 208 managers accumulating shares while 238 reduced their exposure.
Which institutions have been selling or reducing their CWB positions?
In the latest period, 199 funds trimmed their holdings, and 39 managers completely exited their positions. The aggregate reported sell value was $1.9B.
Are there any notable investors adding CWB to their portfolios?
Yes, buying activity remains notable. 52 institutions opened new positions in {ticker}, and 156 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.5B.

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