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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
342K+ 34.07% |
$26M - $27.9M
|
1.35M
$107M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
280K+ 1549.03% |
$21.2M - $22.8M
|
298K
$23.7M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
152K+ 123.83% |
$11.5M - $12.4M
|
274K
$21.9M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
124KNew |
$9.45M - $10.1M
|
124K
$9.92M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 4.41% |
$8.47M - $9.09M
|
2.64M
$210M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
96.2K+ 8.62% |
$7.31M - $7.85M
|
1.21M
$96.7M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.4K+ 18.03% |
$6.79M - $7.29M
|
585K
$46.7M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
86.7K+ 14.02% |
$6.58M - $7.07M
|
705K
$56.2M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
85.3KNew |
$6.48M - $6.96M
|
85.3K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
69K+ 25.67% |
$5.25M - $5.63M
|
338K
$27M
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
BUY
|
- |
67.7K+ 72.58% |
$5.14M - $5.52M
|
161K
$12.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.5K+ 5.29% |
$4.9M - $5.26M
|
1.28M
$102M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
56.7KNew |
$4.31M - $4.63M
|
56.7K
$4.52M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
47.2KNew |
$3.59M - $3.85M
|
47.2K
$3.76M
|
|
|
May 14, 2025
Q1 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
36.4KNew |
$2.76M - $2.97M
|
36.4K
$2.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.4KNew |
$2.54M - $2.73M
|
33.4K
$2.67M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
25.8K+ 12.55% |
$1.96M - $2.1M
|
231K
$18.4M
|
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
21K+ 0.89% |
$1.59M - $1.71M
|
2.38M
$189M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19.2K+ 195.73% |
$1.46M - $1.56M
|
29K
$2.31M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
18KNew |
$1.37M - $1.47M
|
18K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16.1K+ 106.52% |
$1.23M - $1.32M
|
31.3K
$2.49M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.6K+ 32.1% |
$1.19M - $1.27M
|
64.3K
$5.13M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
15.4K+ 91.07% |
$1.17M - $1.25M
|
32.3K
$2.57M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
15K+ 1.4% |
$1.14M - $1.22M
|
1.09M
$86.6M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.6K+ 13.88% |
$1.03M - $1.11M
|
111K
$8.88M
|
|
|
May 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
12.3K+ 117.03% |
$934K - $1M
|
22.8K
$1.82M
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
11K+ 9.94% |
$835K - $897K
|
122K
$9.7M
|
|
|
May 06, 2025
Q1 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
10.9K+ 142.89% |
$829K - $890K
|
18.6K
$1.48M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.8K+ 56.9% |
$820K - $880K
|
29.8K
$2.37M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$760K - $816K
|
10K
$798K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
9.34K+ 49.81% |
$710K - $762K
|
28.1K
$2.24M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.54K+ 38822.73% |
$649K - $697K
|
8.56K
$683K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
8.24K+ 382.37% |
$626K - $672K
|
10.4K
$829K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
8.22K+ 124.24% |
$625K - $671K
|
14.8K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.1K+ 1.71% |
$616K - $661K
|
483K
$38.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.06K+ 6.86% |
$613K - $658K
|
126K
$10M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
7.87KNew |
$598K - $642K
|
7.87K
$628K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.83K+ 3.03% |
$595K - $638K
|
266K
$21.2M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
7.1KNew |
$539K - $579K
|
7.1K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.97K+ 1.44% |
$529K - $568K
|
489K
$39M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.91KNew |
$525K - $563K
|
6.91K
$551K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
6.56K+ 28.29% |
$499K - $535K
|
29.8K
$2.37M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.61K+ 5.0% |
$426K - $457K
|
118K
$9.4M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.53K+ 55.28% |
$420K - $451K
|
15.5K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.5KNew |
$418K - $449K
|
5.5K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.5KNew |
$418K - $449K
|
5.5K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.41K+ 6.24% |
$411K - $441K
|
92.1K
$7.35M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.81K+ 21.44% |
$365K - $392K
|
27.2K
$2.17M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.81KNew |
$365K - $392K
|
4.81K
$383K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.28K+ 140.67% |
$325K - $349K
|
7.31K
$583K
|