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 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-88- 0.59% |
$6.29K - $7.27K
|
14.8K
$1.17M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-100Closed |
$7.15K - $8.27K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Loveless Wealth Management LLC
|
SELL
|
- |
-100- 1.04% |
$7.15K - $8.27K
|
9.54K
$753K
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-101- 1.82% |
$7.22K - $8.35K
|
5.44K
$429K
|
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-108- 1.5% |
$7.73K - $8.93K
|
7.11K
$561K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-114- 2.09% |
$8.15K - $9.42K
|
5.34K
$421K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-117- 26.71% |
$8.37K - $9.67K
|
321
$25.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-119Closed |
$8.51K - $9.84K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-120- 3.73% |
$8.58K - $9.92K
|
3.1K
$244K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
SELL
|
- |
-125- 73.1% |
$8.94K - $10.3K
|
46
$3.63K
|
|
|
May 05, 2022
Q1 2022
|
Regency Capital Management Inc.\De
|
SELL
|
- |
-135Closed |
$9.66K - $11.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-148- 0.84% |
$10.6K - $12.2K
|
17.5K
$1.38M
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-148- 3.94% |
$10.6K - $12.2K
|
3.61K
$285K
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-154- 2.34% |
$11K - $12.7K
|
6.42K
$506K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-156- 1.86% |
$11.2K - $12.9K
|
8.24K
$650K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-175- 4.99% |
$12.5K - $14.5K
|
3.33K
$263K
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-175- 2.17% |
$12.5K - $14.5K
|
7.89K
$622K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-190- 1.65% |
$13.6K - $15.7K
|
11.3K
$891K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-190- 9.55% |
$13.6K - $15.7K
|
1.8K
$142K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-193- 46.28% |
$13.8K - $16K
|
224
$17.7K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-200- 4.33% |
$14.3K - $16.5K
|
4.42K
$349K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 1.01% |
$14.3K - $16.5K
|
19.7K
$1.55M
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-206- 2.79% |
$14.7K - $17K
|
7.18K
$567K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-211Closed |
$15.1K - $17.4K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-221- 0.7% |
$15.8K - $18.3K
|
31.5K
$2.48M
|
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-226- 51.83% |
$16.2K - $18.7K
|
210
$16.6K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-240Closed |
$17.2K - $19.8K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-244- 25.85% |
$17.5K - $20.2K
|
700
$55.2K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-285- 2.17% |
$20.4K - $23.6K
|
12.8K
$1.01M
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-300Closed |
$21.5K - $24.8K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-308- 3.53% |
$22K - $25.5K
|
8.43K
$665K
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
SELL
|
- |
-318- 2.93% |
$22.7K - $26.3K
|
10.5K
$830K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-350- 2.5% |
$25K - $28.9K
|
13.6K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-418- 4.67% |
$29.9K - $34.6K
|
8.54K
$673K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-423- 1.59% |
$30.3K - $35K
|
26.2K
$2.06M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-443- 17.09% |
$31.7K - $36.6K
|
2.15K
$170K
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-443- 17.09% |
$31.7K - $36.6K
|
2.15K
$170K
|
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-448- 0.34% |
$32K - $37K
|
132K
$10.4M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-448Closed |
$32K - $37K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-448- 0.75% |
$32K - $37K
|
59.4K
$4.69M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-461- 4.71% |
$33K - $38.1K
|
9.33K
$736K
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-462- 4.22% |
$33K - $38.2K
|
10.5K
$827K
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-477Closed |
$34.1K - $39.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-488- 2.43% |
$34.9K - $40.3K
|
19.6K
$1.55M
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-489- 55.01% |
$35K - $40.4K
|
400
$31.6K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-500- 3.3% |
$35.8K - $41.3K
|
14.6K
$1.15M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-503- 1.21% |
$36K - $41.6K
|
40.9K
$3.23M
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-509- 2.26% |
$36.4K - $42.1K
|
22.1K
$1.74M
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-525- 12.32% |
$37.6K - $43.4K
|
3.74K
$295K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-528- 15.96% |
$37.8K - $43.6K
|
2.78K
$219K
|