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 |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
924+ 0.9% |
$59.2K - $64.3K
|
103K
$8.14M
|
|
|
May 12, 2023
Q1 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
900+ 5.74% |
$57.7K - $62.6K
|
16.6K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
864New |
$55.4K - $60.1K
|
864
$68.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
855+ 2.39% |
$54.8K - $59.5K
|
36.6K
$2.89M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
775New |
$49.7K - $53.9K
|
775
$61.1K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
765+ 100.39% |
$49K - $53.2K
|
1.53K
$120K
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
740+ 4.3% |
$47.4K - $51.5K
|
18K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
727+ 6.2% |
$46.6K - $50.6K
|
12.5K
$983K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
702+ 7.09% |
$45K - $48.8K
|
10.6K
$836K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
634+ 33.02% |
$40.6K - $44.1K
|
2.55K
$202K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
579+ 1378.57% |
$37.1K - $40.3K
|
621
$49K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
567+ 11.35% |
$36.4K - $39.4K
|
5.56K
$439K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
559+ 1.29% |
$35.8K - $38.9K
|
43.8K
$3.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
498+ 7.56% |
$31.9K - $34.6K
|
7.09K
$559K
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
430+ 0.53% |
$27.6K - $29.9K
|
82K
$6.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
398New |
$25.5K - $27.7K
|
398
$31.4K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
395+ 395.0% |
$25.3K - $27.5K
|
495
$39.1K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
350+ 0.23% |
$22.4K - $24.3K
|
153K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
346+ 9.16% |
$22.2K - $24.1K
|
4.13K
$325K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
329+ 0.17% |
$21.1K - $22.9K
|
191K
$15.1M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
324+ 4.2% |
$20.8K - $22.5K
|
8.03K
$634K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
301+ 1.63% |
$19.3K - $20.9K
|
18.8K
$1.48M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
294+ 2.51% |
$18.8K - $20.4K
|
12K
$948K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
245+ 82.77% |
$15.7K - $17K
|
541
$42.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
194New |
$12.4K - $13.5K
|
194
$15.3K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
172New |
$11K - $12K
|
172
$13.6K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
169+ 1.98% |
$10.8K - $11.8K
|
8.72K
$688K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
167New |
$10.7K - $11.6K
|
167
$13.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
161+ 3.63% |
$10.3K - $11.2K
|
4.59K
$362K
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
148+ 2.34% |
$9.49K - $10.3K
|
6.47K
$510K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
144+ 1.63% |
$9.23K - $10K
|
9K
$710K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
116+ 1.09% |
$7.44K - $8.07K
|
10.8K
$849K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
114+ 1.11% |
$7.31K - $7.93K
|
10.4K
$817K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
95New |
$6.09K - $6.61K
|
95
$7.5K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
87+ 2.13% |
$5.58K - $6.05K
|
4.18K
$329K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
67New |
$4.3K - $4.66K
|
67
$5.29K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
67+ 1.73% |
$4.3K - $4.66K
|
3.95K
$312K
|
|
|
Feb 13, 2024
Q1 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
65+ 2.73% |
$4.17K - $4.52K
|
2.44K
$193K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
63New |
$4.04K - $4.38K
|
63
$4.97K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
54+ 4.49% |
$3.46K - $3.76K
|
1.26K
$99.2K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
54+ 0.31% |
$3.46K - $3.76K
|
17.4K
$1.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
49+ 0.53% |
$3.14K - $3.41K
|
9.26K
$730K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
45New |
$2.88K - $3.13K
|
45
$3.55K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
41+ 683.33% |
$2.63K - $2.85K
|
47
$3.71K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
35+ 0.74% |
$2.24K - $2.43K
|
4.77K
$376K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
33+ 0.24% |
$2.12K - $2.29K
|
13.6K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
32+ 0.2% |
$2.05K - $2.23K
|
16.3K
$1.28M
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
18+ 0.32% |
$1.15K - $1.25K
|
5.66K
$447K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16New |
$1.03K - $1.11K
|
16
$1.26K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12New |
$769 - $834
|
12
$947
|