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 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.23K+ 43.22% |
$322K - $345K
|
14K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$308K - $330K
|
4.05K
$323K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.91KNew |
$297K - $319K
|
3.91K
$312K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.91KNew |
$297K - $319K
|
3.91K
$312K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
3.66K+ 2.65% |
$278K - $298K
|
142K
$11.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.57KNew |
$271K - $291K
|
3.57K
$284K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.49K+ 19.42% |
$265K - $284K
|
21.4K
$1.71M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.47K+ 23.99% |
$264K - $283K
|
18K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.45K+ 1.63% |
$262K - $281K
|
215K
$17.2M
|
|
|
May 06, 2025
Q1 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
3.33K+ 2.84% |
$253K - $271K
|
121K
$9.63M
|
|
|
May 12, 2025
Q1 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
3.32K+ 99.34% |
$252K - $271K
|
6.66K
$532K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.3K+ 12.07% |
$251K - $269K
|
30.6K
$2.44M
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.1KNew |
$236K - $253K
|
3.1K
$248K
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
3.02K+ 82.22% |
$229K - $246K
|
6.69K
$534K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.98KNew |
$227K - $243K
|
2.98K
$238K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.95KNew |
$224K - $241K
|
2.95K
$235K
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
2.79K+ 3.93% |
$212K - $227K
|
73.7K
$5.88M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.78KNew |
$211K - $227K
|
2.78K
$222K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.63KNew |
$200K - $214K
|
2.63K
$210K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5K+ 124900.0% |
$190K - $204K
|
2.5K
$199K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.29K+ 2.27% |
$174K - $187K
|
103K
$8.23M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
2.29K+ 1.03% |
$174K - $186K
|
225K
$17.9M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.26K+ 0.59% |
$172K - $184K
|
382K
$30.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.25K+ 10.14% |
$171K - $183K
|
24.4K
$1.95M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.15K+ 3.19% |
$163K - $175K
|
69.4K
$5.54M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.1K+ 14.56% |
$160K - $171K
|
16.5K
$1.32M
|
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.08K+ 52.54% |
$158K - $170K
|
6.04K
$482K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2KNew |
$152K - $163K
|
2K
$160K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.99K+ 4.64% |
$151K - $162K
|
44.8K
$3.57M
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.87K+ 9.62% |
$142K - $153K
|
21.3K
$1.7M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.77K+ 6.55% |
$134K - $144K
|
28.7K
$2.29M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.72K+ 1.7% |
$130K - $140K
|
103K
$8.19M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.7KNew |
$129K - $138K
|
1.7K
$135K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.52K+ 114.81% |
$115K - $124K
|
2.84K
$227K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.43K+ 156.35% |
$109K - $117K
|
2.34K
$187K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.43KNew |
$108K - $116K
|
1.43K
$114K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.38K+ 6.56% |
$105K - $112K
|
22.3K
$1.78M
|
|
|
May 13, 2025
Q1 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.32K+ 1.77% |
$99.9K - $107K
|
75.5K
$6.03M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.19K+ 2.34% |
$90.6K - $97.2K
|
52.1K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.15K+ 10.69% |
$87.2K - $93.6K
|
11.9K
$948K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
1.12K+ 5.04% |
$84.9K - $91.1K
|
23.3K
$1.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$76K - $81.6K
|
1K
$79.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
823+ 2.85% |
$62.5K - $67.1K
|
29.7K
$2.37M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
800New |
$60.8K - $65.3K
|
800
$63.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
793+ 18.29% |
$60.3K - $64.7K
|
5.13K
$409K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
784+ 2.98% |
$59.6K - $64K
|
27.1K
$2.16M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
781New |
$59.3K - $63.7K
|
781
$62.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
742+ 6.85% |
$56.4K - $60.5K
|
11.6K
$923K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
732+ 0.47% |
$55.6K - $59.7K
|
155K
$12.4M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
723+ 8.63% |
$54.9K - $59K
|
9.1K
$726K
|