Purchases and Sales Made in Q1 2024 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q1 2024. 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 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
160+ 0.2% |
$11.3K - $11.7K
|
81.3K
$6.48M
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
140+ 1.39% |
$9.89K - $10.2K
|
10.2K
$817K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
137+ 2.76% |
$9.67K - $10K
|
5.11K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
130New |
$9.18K - $9.51K
|
130
$10.4K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
120+ 2.71% |
$8.47K - $8.78K
|
4.55K
$363K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
102+ 3.43% |
$7.2K - $7.46K
|
3.08K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
99+ 1.03% |
$6.99K - $7.24K
|
9.76K
$778K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
92+ 400.0% |
$6.5K - $6.73K
|
115
$9.17K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
81+ 15.0% |
$5.72K - $5.93K
|
621
$49.5K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
77+ 13.16% |
$5.44K - $5.63K
|
662
$52.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
68New |
$4.8K - $4.98K
|
68
$5.42K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
61New |
$4.31K - $4.46K
|
61
$4.87K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
61+ 0.21% |
$4.31K - $4.46K
|
28.5K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
53+ 1.15% |
$3.74K - $3.88K
|
4.65K
$371K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
46+ 6.42% |
$3.25K - $3.37K
|
762
$60.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43+ 0.08% |
$3.04K - $3.15K
|
56.6K
$4.52M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
28+ 0.51% |
$1.98K - $2.05K
|
5.51K
$439K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21+ 1.62% |
$1.48K - $1.54K
|
1.32K
$105K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
21+ 0.18% |
$1.48K - $1.54K
|
12K
$958K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
17+ 0.29% |
$1.2K - $1.24K
|
5.78K
$461K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13+ 0.21% |
$918 - $951
|
6.11K
$487K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11+ 0.3% |
$777 - $805
|
3.67K
$293K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
7+ 0.2% |
$494 - $512
|
3.54K
$282K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
7+ 0.23% |
$494 - $512
|
3.11K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.04% |
$353 - $366
|
11.2K
$894K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
5+ 0.17% |
$353 - $366
|
2.89K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4+ 0.09% |
$282 - $293
|
4.23K
$338K
|
|
|
Apr 24, 2024
Q1 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.12% |
$282 - $293
|
3.45K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4+ 0.12% |
$282 - $293
|
3.42K
$272K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
3+ 0.09% |
$212 - $220
|
3.42K
$273K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
3+ 0.06% |
$212 - $220
|
5.43K
$433K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.14% |
$212 - $220
|
2.22K
$177K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.39% |
$141 - $146
|
518
$41.3K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$141 - $146
|
6.25K
$499K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.8% |
$141 - $146
|
252
$20.1K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
2+ 0.09% |
$141 - $146
|
2.16K
$172K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.06% |
$141 - $146
|
3.12K
$249K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 0.16% |
$141 - $146
|
1.25K
$99.9K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
1+ 0.02% |
$70.6 - $73.2
|
5.39K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.46% |
$70.6 - $73.2
|
217
$17.3K
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1+ 0.02% |
$70.6 - $73.2
|
4.33K
$345K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$70.6 - $73.2
|
3.51K
$280K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-2- 16.67% |
$141 - $146
|
10
$798
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.06% |
$282 - $293
|
6.3K
$503K
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-8- 0.1% |
$565 - $585
|
7.76K
$619K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-10- 31.25% |
$706 - $732
|
22
$1.75K
|
|
|
Apr 18, 2024
Q1 2024
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-13- 0.38% |
$918 - $951
|
3.37K
$269K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-13- 26.53% |
$918 - $951
|
36
$2.87K
|