Purchases and Sales Made in Q1 2023 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q1 2023. 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 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.56KNew |
$549K - $595K
|
8.56K
$675K
|
|
|
May 15, 2023
Q1 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
7.7KNew |
$493K - $535K
|
7.7K
$607K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
7.11KNew |
$456K - $495K
|
7.11K
$561K
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.51K+ 5.72% |
$417K - $452K
|
120K
$9.49M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
6.44KNew |
$413K - $448K
|
6.44K
$508K
|
|
|
Apr 27, 2023
Q1 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.35K+ 4.72% |
$407K - $442K
|
141K
$11.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
6.21KNew |
$398K - $432K
|
6.21K
$490K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.86KNew |
$376K - $408K
|
5.86K
$462K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.83K+ 10.85% |
$374K - $405K
|
59.5K
$4.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
5.36K+ 21.49% |
$343K - $372K
|
30.3K
$2.39M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.69KNew |
$301K - $326K
|
4.69K
$370K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.23KNew |
$271K - $294K
|
4.23K
$333K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.06K+ 5.64% |
$260K - $282K
|
76.1K
$6M
|
|
|
May 15, 2023
Q1 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
4KNew |
$256K - $278K
|
4K
$316K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
3.88K+ 119.79% |
$249K - $270K
|
7.12K
$562K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.72K+ 1.88% |
$239K - $259K
|
202K
$15.9M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.6KNew |
$231K - $250K
|
3.6K
$284K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
3.48KNew |
$223K - $242K
|
3.48K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
3.4K+ 5.57% |
$218K - $236K
|
64.4K
$5.08M
|
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.38KNew |
$216K - $235K
|
3.38K
$266K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.27KNew |
$210K - $227K
|
3.27K
$258K
|
|
|
May 04, 2023
Q1 2023
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.26KNew |
$209K - $227K
|
3.26K
$258K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
BUY
|
- |
3.19KNew |
$205K - $222K
|
3.19K
$252K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
3.19K+ 1.02% |
$204K - $221K
|
316K
$25M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.14K+ 14.17% |
$202K - $219K
|
25.3K
$2M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.02KNew |
$193K - $210K
|
3.02K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.01K+ 12.96% |
$193K - $210K
|
26.3K
$2.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Royal Harbor Partners, LLC
|
BUY
|
- |
3.01KNew |
$193K - $209K
|
3.01K
$238K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.94K+ 9.38% |
$188K - $204K
|
34.2K
$2.7M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
2.8K+ 6.19% |
$180K - $195K
|
48K
$3.79M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.7K+ 1.32% |
$173K - $188K
|
208K
$16.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
2.48K+ 24.06% |
$159K - $173K
|
12.8K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.33K+ 1.35% |
$150K - $162K
|
176K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.33K+ 89.72% |
$149K - $162K
|
4.93K
$389K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.33K+ 36.32% |
$149K - $162K
|
8.73K
$688K
|
|
|
Apr 21, 2023
Q1 2023
|
Moneywise, Inc.
|
BUY
|
- |
2.27K+ 5.14% |
$145K - $158K
|
46.4K
$3.66M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.93K+ 4.55% |
$124K - $134K
|
44.3K
$3.5M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.79K+ 27.85% |
$115K - $125K
|
8.22K
$649K
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.78K+ 8.65% |
$114K - $124K
|
22.4K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.69K+ 297.89% |
$108K - $118K
|
2.26K
$178K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.58K+ 10.52% |
$101K - $110K
|
16.6K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.56K+ 4.42% |
$99.8K - $108K
|
36.8K
$2.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
1.49K+ 58.4% |
$95.6K - $104K
|
4.04K
$319K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1.36K+ 1915.49% |
$87.2K - $94.6K
|
1.43K
$113K
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 2.34% |
$83.5K - $90.5K
|
57K
$4.5M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
1.21K+ 121000.0% |
$77.6K - $84.1K
|
1.21K
$95.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.05K+ 220.13% |
$67.3K - $73K
|
1.53K
$120K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.04K+ 10.94% |
$66.5K - $72.2K
|
10.5K
$830K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.03K+ 2.49% |
$65.7K - $71.3K
|
42.1K
$3.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1K+ 124.38% |
$64.1K - $69.5K
|
1.8K
$142K
|