State Street SPDR Bloomberg Convertible Securities ETF (CWB)
ETF ยท NYSE Arca
State Street SPDR Bloomberg Convertible Securities ETF (CWB) is an exchange-traded fund listed on NYSE Arca, where it has traded since April 14, 2009.
- Type
- Exchange-traded fund
- Listed On
- NYSE Arca
- Listed Since
- April 14, 2009
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 560 institutions reported holding CWB, with 35.1 million shares worth $3.6 billion in aggregate. The largest reported holder was Bank of America, with 2.6 million shares worth $279.0 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| Bank of America | 2,588,077 | $279M | Reduced 2.48% |
| Envestnet Asset Management | 2,004,950 | $216M | Added 346.18% |
| Howard Capital Management | 1,993,096 | $215M | Added 33341.21% |
| Lpl Financial | 1,628,253 | $176M | Added 30.24% |
| Wells Fargo & Company/MN | 1,524,239 | $164M | Added 2.05% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is CWB?
State Street SPDR Bloomberg Convertible Securities ETF (CWB) is an exchange-traded fund listed on NYSE Arca, where it has traded since April 14, 2009.
Who are the largest institutional holders of CWB?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of CWB were Bank of America, Envestnet Asset Management and Howard Capital Management.
How many institutions own CWB?
560 institutions reported a position in CWB for the quarter ended June 30, 2026, worth $3.6 billion in total.
Did institutions buy or sell CWB last quarter?
Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for CWB.
Every reported institutional holder, plus insider and congressional trades in CWB, on SentiSense.