Purchases and Sales Made in Q1 2021 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q1 2021. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG CONVERTIBLE SEC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.25K+ 51.69% |
N/A
|
9.53K
$688K
|
|
May 13, 2021
Q1 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$232K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.18K+ 13.06% |
N/A
|
27.5K
$1.99M
|
|
Apr 30, 2021
Q1 2021
|
Key F Inancial Inc
|
BUY
|
- |
3.1K+ 50.42% |
N/A
|
9.24K
$667K
|
|
Apr 26, 2021
Q1 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
3.09KNew |
N/A
|
3.09K
$223K
|
|
May 03, 2021
Q1 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.06K+ 20.65% |
N/A
|
17.9K
$1.29M
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.64KNew |
N/A
|
2.64K
$191K
|
|
May 10, 2021
Q1 2021
|
Bank Of The West
|
BUY
|
- |
2.64K+ 18.65% |
N/A
|
16.8K
$1.21M
|
|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$181K
|
|
Apr 20, 2021
Q1 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.46KNew |
N/A
|
2.46K
$178K
|
|
May 12, 2021
Q1 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
2.46K+ 12.63% |
N/A
|
21.9K
$1.58M
|
|
May 17, 2021
Q1 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.44K+ 37.04% |
N/A
|
9.01K
$651K
|
|
May 17, 2021
Q1 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.41KNew |
N/A
|
2.41K
$174K
|
|
Apr 29, 2021
Q1 2021
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.4KNew |
N/A
|
2.4K
$173K
|
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
BUY
|
- |
2.35K+ 72.36% |
N/A
|
5.61K
$405K
|
|
May 06, 2021
Q1 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.14K+ 11.08% |
N/A
|
21.4K
$1.55M
|
|
May 18, 2021
Q1 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 53.01% |
N/A
|
5.84K
$422K
|
|
Nov 15, 2022
Q1 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
1.94K+ 18.53% |
N/A
|
12.4K
$894K
|
|
May 13, 2021
Q1 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.91K+ 4.7% |
N/A
|
42.6K
$3.08M
|
|
May 13, 2021
Q1 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.88K+ 35.51% |
N/A
|
7.16K
$517K
|
|
Apr 26, 2021
Q1 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.86K+ 265.86% |
N/A
|
2.56K
$185K
|
|
May 17, 2021
Q1 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.83K+ 13.58% |
N/A
|
15.3K
$1.11M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.77K+ 7.69% |
N/A
|
24.8K
$1.79M
|
|
May 11, 2021
Q1 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.64K+ 1.04% |
N/A
|
159K
$11.5M
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.57KNew |
N/A
|
1.57K
$113K
|
|
Apr 30, 2021
Q1 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.56K+ 2.51% |
N/A
|
63.6K
$4.59M
|
|
Apr 23, 2021
Q1 2021
|
F3 Logic, LLC
|
BUY
|
- |
1.54K+ 5.08% |
N/A
|
31.8K
$2.29M
|
|
May 17, 2021
Q1 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.48K+ 28.07% |
N/A
|
6.73K
$486K
|
|
May 04, 2021
Q1 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
1.47K+ 209.43% |
N/A
|
2.17K
$156K
|
|
May 13, 2021
Q1 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$105K
|
|
Apr 29, 2021
Q1 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.32K+ 7.04% |
N/A
|
20K
$1.45M
|
|
May 17, 2021
Q1 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
1.3K+ 7.88% |
N/A
|
17.8K
$1.29M
|
|
Apr 19, 2021
Q1 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.24K+ 3.33% |
N/A
|
38.6K
$2.78M
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.18K+ 10.3% |
N/A
|
12.7K
$914K
|
|
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.11K+ 13.16% |
N/A
|
9.5K
$686K
|
|
May 14, 2021
Q1 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.1K+ 13.22% |
N/A
|
9.42K
$680K
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
982+ 7.92% |
N/A
|
13.4K
$966K
|
|
Apr 28, 2021
Q1 2021
|
Center For Asset Management LLC
|
BUY
|
- |
955+ 9.47% |
N/A
|
11K
$797K
|
|
Apr 28, 2021
Q1 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
936New |
N/A
|
936
$67.6K
|
|
Apr 19, 2021
Q1 2021
|
David J Yvars Group
|
BUY
|
- |
881+ 1.21% |
N/A
|
73.4K
$5.3M
|
|
Apr 26, 2021
Q1 2021
|
Bank Hapoalim Bm
|
BUY
|
- |
880+ 25.26% |
N/A
|
4.36K
$315K
|
|
May 11, 2021
Q1 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
832New |
N/A
|
832
$60.1K
|
|
Apr 28, 2021
Q1 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
827+ 7.56% |
N/A
|
11.8K
$850K
|
|
Apr 26, 2021
Q1 2021
|
Bank Of Stockton
|
BUY
|
- |
820+ 6.65% |
N/A
|
13.2K
$950K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
807+ 4.2% |
N/A
|
20K
$1.44M
|
|
May 07, 2021
Q1 2021
|
Keybank National Association
|
BUY
|
- |
751+ 21.48% |
N/A
|
4.25K
$307K
|
|
Apr 28, 2021
Q1 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
726+ 1.02% |
N/A
|
72K
$5.2M
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
721+ 4.45% |
N/A
|
16.9K
$1.22M
|
|
May 14, 2021
Q1 2021
|
Prudential PLC
London, England, X0 |
BUY
|
- |
710+ 4.14% |
N/A
|
17.9K
$1.29M
|
|
Apr 29, 2021
Q1 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
700+ 6.28% |
N/A
|
11.9K
$856K
|