Purchases and Sales Made in Q1 2022 in Spdr Bloomberg Convertible Sec (CWB)

CWB Quotes by TradingView

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
Guggenheim Capital LLC

Chicago, IL
SELL
 -
-1.77K
- 0.51%
$126K - $146K
345K $27.6M
Apr 22, 2022 Q1 2022
Exane Derivatives

SELL
 -
-1.82K
Closed
$130K - $150K
0 $0
May 04, 2022 Q1 2022
Absolute Capital Management, LLC

SELL
 -
-1.9K
Closed
$136K - $157K
0 $0
May 13, 2022 Q1 2022
Vontobel Holding Ltd.

SELL
 -
-2.2K
- 21.21%
$157K - $182K
8.17K $653K
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-2.23K
- 3.29%
$160K - $185K
65.7K $5.25M
May 16, 2022 Q1 2022
Jmac Enterprises LLC

SELL
 -
-2.25K
- 5.08%
$161K - $186K
42K $3.36M
Apr 26, 2022 Q1 2022
Confluence Wealth Services, Inc.

Mcmurray, PA
SELL
 -
-2.29K
- 9.92%
$164K - $189K
20.8K $1.66M
Apr 27, 2022 Q1 2022
Key F Inancial Inc

SELL
 -
-2.34K
- 17.95%
$168K - $194K
10.7K $855K
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-2.36K
- 5.65%
$169K - $195K
39.4K $3.14M
Apr 18, 2022 Q1 2022
Archford Capital Strategies, LLC

SELL
 -
-2.38K
- 11.67%
$170K - $196K
18K $1.44M
May 11, 2022 Q1 2022
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-2.5K
Closed
$179K - $207K
0 $0
May 12, 2022 Q1 2022
Cibc World Market Inc.

Toronto, A6
SELL
 -
-2.52K
Closed
$180K - $208K
0 $0
Apr 28, 2022 Q1 2022
Crew Capital Management, Ltd.

SELL
 -
-2.54K
- 4.95%
$182K - $210K
48.7K $3.89M
May 12, 2022 Q1 2022
Oppenheimer Asset Management Inc.

New York, NY
SELL
 -
-2.61K
- 0.72%
$187K - $216K
359K $28.7M
Apr 26, 2022 Q1 2022
Chandler Asset Management, Inc.

SELL
 -
-2.65K
Closed
$190K - $219K
0 $0
Apr 29, 2022 Q1 2022
Institute For Wealth Management, Llc.

SELL
 -
-2.65K
Closed
$190K - $219K
0 $0
May 12, 2022 Q1 2022
Smith Chas P & Associates Pa Cpas

SELL
 -
-2.66K
Closed
$190K - $219K
0 $0
May 10, 2022 Q1 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-2.8K
- 12.62%
$200K - $231K
19.4K $1.55M
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-2.8K
Closed
$201K - $232K
0 $0
Apr 27, 2022 Q1 2022
Baker Tilly Wealth Management, LLC

SELL
 -
-2.81K
Closed
$201K - $232K
0 $0
Apr 14, 2022 Q1 2022
Strong Box Wealth, LLC

SELL
 -
-2.81K
Closed
$201K - $232K
0 $0
Apr 29, 2022 Q1 2022
Columbia Advisory Partners LLC

SELL
 -
-2.86K
Closed
$205K - $237K
0 $0
May 16, 2022 Q1 2022
Eudaimonia Advisors LLC

Winchester, TN
SELL
 -
-2.88K
- 11.07%
$206K - $238K
23.1K $1.85M
Apr 27, 2022 Q1 2022
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-2.88K
Closed
$206K - $238K
0 $0
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
SELL
 -
-2.89K
- 1.3%
$206K - $238K
220K $17.6M
May 12, 2022 Q1 2022
Db Wealth Management Group, LLC

San Diego, CA
SELL
 -
-2.89K
- 5.34%
$207K - $239K
51.3K $4.1M
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-2.93K
- 10.1%
$210K - $243K
26.1K $2.09M
May 12, 2022 Q1 2022
Meridian Wealth Management, LLC

SELL
 -
-2.94K
Closed
$210K - $243K
0 $0
May 16, 2022 Q1 2022
Kovack Advisors, Inc.

SELL
 -
-3.01K
- 31.59%
$215K - $249K
6.52K $521K
May 13, 2022 Q1 2022
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-3.03K
Closed
$217K - $250K
0 $0
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-3.38K
- 2.91%
$241K - $279K
113K $9M
May 12, 2022 Q1 2022
Raymond James Trust N.A.

SELL
 -
-3.4K
- 13.69%
$243K - $281K
21.4K $1.71M
May 16, 2022 Q1 2022
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-3.41K
Closed
$244K - $282K
0 $0
Apr 21, 2022 Q1 2022
David J Yvars Group

SELL
 -
-3.45K
- 4.25%
$247K - $285K
77.8K $6.22M
Apr 25, 2022 Q1 2022
Cerity Partners LLC

New York, NY
SELL
 -
-3.46K
Closed
$247K - $286K
0 $0
May 09, 2022 Q1 2022
Csenge Advisory Group

SELL
 -
-3.48K
- 6.62%
$249K - $287K
49K $3.92M
May 04, 2022 Q1 2022
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-3.48K
Closed
$249K - $288K
0 $0
May 10, 2022 Q1 2022
Amg National Trust Bank

SELL
 -
-3.52K
- 18.26%
$252K - $291K
15.8K $1.26M
May 13, 2022 Q1 2022
Tranquilli Financial Advisor LLC

Clinton, NJ
SELL
 -
-3.58K
Closed
$256K - $296K
0 $0
May 03, 2022 Q1 2022
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-3.64K
Closed
$261K - $301K
0 $0
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

SELL
 -
-3.67K
- 96.07%
$262K - $303K
150 $12K
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

SELL
 -
-3.75K
- 5.88%
$268K - $310K
59.9K $4.79M
Apr 21, 2022 Q1 2022
Pinnacle Wealth Management Group, Inc.

SELL
 -
-3.76K
Closed
$269K - $311K
0 $0
May 09, 2022 Q1 2022
Capital Square, LLC

SELL
 -
-3.88K
Closed
$277K - $320K
0 $0
May 16, 2022 Q1 2022
Eaton Vance Management

Boston, MA
SELL
 -
-3.93K
- 20.55%
$281K - $324K
15.2K $1.21M
May 16, 2022 Q1 2022
Congress Wealth Management LLC

Boston, MA
SELL
 -
-4K
- 5.68%
$286K - $331K
66.5K $5.31M
Apr 18, 2022 Q1 2022
Sky Oak Wealth, LLC

SELL
 -
-4.19K
- 13.43%
$299K - $346K
27K $2.16M
May 12, 2022 Q1 2022
F3 Logic, LLC

SELL
 -
-4.28K
- 12.88%
$306K - $354K
29K $2.32M
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-4.31K
- 17.73%
$308K - $356K
20K $1.6M

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