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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
145+ 2.95% |
$10.4K - $12K
|
5.07K
$394K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
117New |
$8.37K - $9.67K
|
117
$9.11K
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
111+ 179.03% |
$7.94K - $9.18K
|
173
$13.5K
|
|
|
May 03, 2022
Q1 2022
|
Geneva Partners, LLC
|
BUY
|
- |
110+ 1.37% |
$7.87K - $9.09K
|
8.14K
$634K
|
|
|
Apr 21, 2022
Q1 2022
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
103+ 1.73% |
$7.37K - $8.51K
|
6.07K
$473K
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
64+ 0.42% |
$4.58K - $5.29K
|
15.2K
$1.18M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
60New |
$4.29K - $4.96K
|
60
$4.67K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
50New |
$3.58K - $4.13K
|
50
$3.89K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
40+ 1.0% |
$2.86K - $3.31K
|
4.04K
$315K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
39+ 0.24% |
$2.79K - $3.22K
|
16.4K
$1.28M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20New |
$1.43K - $1.65K
|
20
$1.56K
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
19+ 0.21% |
$1.36K - $1.57K
|
9.21K
$717K
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
16New |
$1.14K - $1.32K
|
16
$1.25K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
13+ 0.07% |
$930 - $1.07K
|
19.7K
$1.53M
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
13+ 0.24% |
$930 - $1.07K
|
5.54K
$431K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 0.23% |
$572 - $661
|
3.51K
$273K
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
7+ 0.09% |
$501 - $579
|
7.42K
$578K
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.23% |
$501 - $579
|
3.07K
$239K
|
|
|
May 12, 2022
Q1 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
7+ 0.23% |
$501 - $579
|
3.04K
$236K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6+ 0.24% |
$429 - $496
|
2.55K
$198K
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
6+ 0.05% |
$429 - $496
|
11.5K
$895K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4+ 0.09% |
$286 - $331
|
4.68K
$364K
|
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
3+ 0.07% |
$215 - $248
|
4.01K
$312K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$215 - $248
|
14.4K
$1.12M
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.01% |
$143 - $165
|
26.1K
$2.03M
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2+ 0.03% |
$143 - $165
|
7.01K
$546K
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2+ 0.04% |
$143 - $165
|
5.39K
$420K
|
|
|
May 16, 2022
Q1 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
2+ 0.06% |
$143 - $165
|
3.4K
$265K
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2+ 0.02% |
$143 - $165
|
8.51K
$663K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$71.5 - $82.7
|
469
$36.5K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.02% |
$71.5 - $82.7
|
5.04K
$392K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.01% |
$71.5 - $82.7
|
10.4K
$809K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.2% |
$71.5 - $82.7
|
496
$38.6K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.48% |
$71.5 - $82.7
|
208
$16.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-2Closed |
$143 - $165
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8- 0.01% |
$572 - $661
|
59.1K
$4.6M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-11- 0.78% |
$787 - $909
|
1.4K
$109K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-13Closed |
$930 - $1.07K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-20Closed |
$1.43K - $1.65K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Cutler Capital Management, LLC
Worcester, MA |
SELL
|
- |
-22- 1.6% |
$1.57K - $1.82K
|
1.36K
$105K
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-31- 0.49% |
$2.22K - $2.56K
|
6.35K
$494K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-32- 10.13% |
$2.29K - $2.65K
|
284
$22.1K
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-33- 4.08% |
$2.36K - $2.73K
|
775
$60.3K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-34- 0.87% |
$2.43K - $2.81K
|
3.87K
$301K
|
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-48- 0.37% |
$3.43K - $3.97K
|
12.8K
$999K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-49- 1.06% |
$3.5K - $4.05K
|
4.56K
$355K
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-62- 0.12% |
$4.43K - $5.12K
|
52.1K
$4.05M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-75- 0.88% |
$5.36K - $6.2K
|
8.45K
$658K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-77- 1.82% |
$5.51K - $6.36K
|
4.16K
$324K
|