Purchases and Sales Made in Q1 2022 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q1 2022. 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 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.12K+ 36.13% |
$80.1K - $92.6K
|
4.22K
$329K
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.09K+ 14.79% |
$77.7K - $89.8K
|
8.43K
$656K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.06K+ 7.97% |
$75.8K - $87.6K
|
14.4K
$1.12M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.05KNew |
$75.1K - $86.8K
|
1.05K
$81.7K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
1.05KNew |
$75K - $86.7K
|
1.05K
$81.7K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.02K+ 24.56% |
$73.1K - $84.5K
|
5.18K
$403K
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.01K+ 26.27% |
$72.1K - $83.3K
|
4.85K
$377K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1KNew |
$71.5K - $82.7K
|
1K
$77.9K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
962+ 5.64% |
$68.8K - $79.5K
|
18K
$1.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
927+ 5.23% |
$66.3K - $76.6K
|
18.7K
$1.45M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
843+ 8.29% |
$60.3K - $69.7K
|
11K
$858K
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
744+ 9.32% |
$53.2K - $61.5K
|
8.73K
$679K
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
729+ 3.09% |
$52.1K - $60.3K
|
24.3K
$1.89M
|
|
|
May 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
BUY
|
- |
708+ 8.54% |
$50.6K - $58.5K
|
9K
$701K
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
693+ 1.33% |
$49.6K - $57.3K
|
52.9K
$4.12M
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
609+ 24.49% |
$43.6K - $50.3K
|
3.1K
$241K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
586New |
$41.9K - $48.4K
|
586
$45.6K
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
578+ 4.62% |
$41.3K - $47.8K
|
13.1K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
520New |
$37.2K - $43K
|
520
$40.5K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$35.8K - $41.3K
|
500
$38.9K
|
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
500+ 10.55% |
$35.8K - $41.3K
|
5.24K
$408K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
484+ 9.28% |
$34.6K - $40K
|
5.7K
$444K
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
479New |
$34.3K - $39.6K
|
479
$37.3K
|
|
|
May 20, 2022
Q1 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
475+ 2.14% |
$34K - $39.3K
|
22.7K
$1.77M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
470+ 4.79% |
$33.6K - $38.9K
|
10.3K
$800K
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
441+ 1.57% |
$31.5K - $36.5K
|
28.5K
$2.22M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
425+ 100.0% |
$30.4K - $35.1K
|
850
$66.2K
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
411+ 28.6% |
$29.4K - $34K
|
1.85K
$144K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
404New |
$28.9K - $33.4K
|
404
$31.5K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
375New |
$26.8K - $31K
|
375
$29.2K
|
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
375+ 1.21% |
$26.8K - $31K
|
31.3K
$2.44M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
368+ 11.23% |
$26.3K - $30.4K
|
3.65K
$284K
|
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
341+ 2.29% |
$24.4K - $28.2K
|
15.3K
$1.19M
|
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
317+ 4.6% |
$22.7K - $26.2K
|
7.21K
$561K
|
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
315+ 0.92% |
$22.5K - $26K
|
34.6K
$2.69M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
303New |
$21.7K - $25K
|
303
$23.6K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
290+ 1.47% |
$20.7K - $24K
|
20K
$1.56M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
277+ 4.37% |
$19.8K - $22.9K
|
6.61K
$515K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
273+ 6.39% |
$19.5K - $22.6K
|
4.55K
$354K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
270+ 6.91% |
$19.3K - $22.3K
|
4.18K
$325K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
267New |
$19.1K - $22.1K
|
267
$20.8K
|
|
|
Apr 08, 2022
Q1 2022
|
Norway Savings Bank
|
BUY
|
- |
259+ 3.6% |
$18.5K - $21.4K
|
7.46K
$581K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
249+ 0.65% |
$17.8K - $20.6K
|
38.3K
$2.98M
|
|
|
Feb 13, 2024
Q1 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
210+ 8.52% |
$15K - $17.4K
|
2.67K
$208K
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
209+ 0.12% |
$14.9K - $17.3K
|
175K
$13.6M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
200+ 4.82% |
$14.3K - $16.5K
|
4.35K
$339K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
200+ 11.65% |
$14.3K - $16.5K
|
1.92K
$149K
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
194+ 10.3% |
$13.9K - $16K
|
2.08K
$162K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
180+ 2.24% |
$12.9K - $14.9K
|
8.2K
$638K
|
|
|
May 13, 2022
Q1 2022
|
Win Advisors, Inc
|
BUY
|
- |
149New |
$10.7K - $12.3K
|
149
$11.6K
|