Purchases and Sales Made in Q1 2025 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q1 2025. 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 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.4KNew |
$2.54M - $2.73M
|
33.4K
$2.49M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
18KNew |
$1.37M - $1.47M
|
18K
$1.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
15K+ 1.4% |
$1.14M - $1.22M
|
1.09M
$81M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.54K+ 38822.73% |
$649K - $697K
|
8.56K
$639K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.98KNew |
$227K - $243K
|
2.98K
$223K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5K+ 124900.0% |
$190K - $204K
|
2.5K
$187K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.29K+ 2.27% |
$174K - $187K
|
103K
$7.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.25K+ 10.14% |
$171K - $183K
|
24.4K
$1.82M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
784+ 2.98% |
$59.6K - $64K
|
27.1K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
732+ 0.47% |
$55.6K - $59.7K
|
155K
$11.6M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$38K - $40.8K
|
500
$37.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
456+ 3.61% |
$34.7K - $37.2K
|
13.1K
$977K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
391+ 1.32% |
$29.7K - $31.9K
|
30K
$2.24M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
375+ 1.24% |
$28.5K - $30.6K
|
30.5K
$2.28M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
240+ 6.52% |
$18.2K - $19.6K
|
3.92K
$293K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
125+ 0.27% |
$9.5K - $10.2K
|
46.6K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
52+ 8.77% |
$3.95K - $4.24K
|
645
$48.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
38+ 0.23% |
$2.89K - $3.1K
|
16.8K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38+ 0.11% |
$2.89K - $3.1K
|
33.2K
$2.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
30+ 0.34% |
$2.28K - $2.45K
|
8.73K
$651K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25+ 0.22% |
$1.9K - $2.04K
|
11.5K
$860K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 0.1% |
$1.44K - $1.55K
|
19.3K
$1.44M
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
11New |
$836 - $897
|
11
$821
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5+ 0.16% |
$380 - $408
|
3.1K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.11% |
$228 - $245
|
2.64K
$197K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.55% |
$228 - $245
|
550
$41K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.38% |
$152 - $163
|
528
$39.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-95- 1.62% |
$7.22K - $7.75K
|
5.78K
$431K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-98- 1.04% |
$7.45K - $7.99K
|
9.34K
$697K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 61.88% |
$9.5K - $10.2K
|
77
$5.75K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-150- 0.75% |
$11.4K - $12.2K
|
19.8K
$1.48M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-178- 0.63% |
$13.5K - $14.5K
|
28.3K
$2.11M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-195- 18.55% |
$14.8K - $15.9K
|
856
$63.9K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-208- 42.28% |
$15.8K - $17K
|
284
$21.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-212- 6.16% |
$16.1K - $17.3K
|
3.23K
$241K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-273- 1.19% |
$20.7K - $22.3K
|
22.6K
$1.69M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-298- 8.32% |
$22.6K - $24.3K
|
3.28K
$245K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-335- 6.67% |
$25.5K - $27.3K
|
4.69K
$350K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-372- 0.66% |
$28.3K - $30.3K
|
56.4K
$4.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-451- 1.88% |
$34.3K - $36.8K
|
23.5K
$1.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-526- 1.95% |
$40K - $42.9K
|
26.4K
$1.97M
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-590- 10.35% |
$44.8K - $48.1K
|
5.11K
$381K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-807- 6.69% |
$61.3K - $65.8K
|
11.3K
$840K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1K- 4.95% |
$76K - $81.6K
|
19.2K
$1.43M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 10.71% |
$79.7K - $85.6K
|
8.74K
$652K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.11K- 17.05% |
$84.3K - $90.6K
|
5.4K
$403K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.13K- 1.48% |
$85.6K - $91.9K
|
74.8K
$5.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.68K- 23.58% |
$128K - $137K
|
5.46K
$407K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.72K- 6.56% |
$131K - $140K
|
24.5K
$1.83M
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.87K- 11.62% |
$142K - $152K
|
14.2K
$1.06M
|