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 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
715+ 1.32% |
$54.3K - $58.3K
|
55K
$4.38M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
700+ 17.11% |
$53.2K - $57.1K
|
4.79K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
686New |
$52.1K - $56K
|
686
$54.7K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
628New |
$47.7K - $51.2K
|
628
$50.1K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
627+ 1.85% |
$47.6K - $51.2K
|
34.5K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
540+ 2.8% |
$41K - $44.1K
|
19.8K
$1.58M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$38K - $40.8K
|
500
$39.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
456+ 3.61% |
$34.7K - $37.2K
|
13.1K
$1.04M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
423+ 1.0% |
$32.1K - $34.5K
|
42.9K
$3.42M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
411+ 1.25% |
$31.2K - $33.5K
|
33.3K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
400+ 4.38% |
$30.4K - $32.6K
|
9.52K
$760K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
391+ 1.32% |
$29.7K - $31.9K
|
30K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
375+ 1.24% |
$28.5K - $30.6K
|
30.5K
$2.43M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
366+ 3.76% |
$27.8K - $29.9K
|
10.1K
$806K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
362+ 0.17% |
$27.5K - $29.5K
|
216K
$17.2M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
337New |
$25.6K - $27.5K
|
337
$26.9K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
311+ 8.06% |
$23.6K - $25.4K
|
4.17K
$333K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
302+ 5.01% |
$22.9K - $24.6K
|
6.34K
$505K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$22.8K - $24.5K
|
300
$23.9K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
296+ 23.7% |
$22.5K - $24.1K
|
1.55K
$123K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
266+ 7.56% |
$20.2K - $21.7K
|
3.78K
$302K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
264+ 1320.0% |
$20.1K - $21.5K
|
284
$22.7K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
256+ 0.86% |
$19.5K - $20.9K
|
30K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
243+ 4860.0% |
$18.5K - $19.8K
|
248
$19.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
240+ 6.52% |
$18.2K - $19.6K
|
3.92K
$313K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
214New |
$16.3K - $17.5K
|
214
$17.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
214New |
$16.3K - $17.5K
|
214
$17.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
204+ 4.82% |
$15.5K - $16.6K
|
4.43K
$354K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
183+ 3.96% |
$13.9K - $14.9K
|
4.8K
$383K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
139+ 5.49% |
$10.6K - $11.3K
|
2.67K
$213K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
125+ 0.27% |
$9.5K - $10.2K
|
46.6K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
115+ 0.22% |
$8.74K - $9.38K
|
51.6K
$4.12M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113+ 3.29% |
$8.59K - $9.22K
|
3.54K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
106New |
$8.05K - $8.65K
|
106
$8.46K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
100+ 12.14% |
$7.6K - $8.16K
|
924
$73.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
87+ 0.71% |
$6.61K - $7.1K
|
12.3K
$985K
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
84+ 1.53% |
$6.38K - $6.85K
|
5.59K
$446K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
52+ 8.77% |
$3.95K - $4.24K
|
645
$51.5K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 2.76% |
$3.42K - $3.67K
|
1.67K
$134K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 14.61% |
$2.96K - $3.18K
|
306
$24.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
38+ 0.23% |
$2.89K - $3.1K
|
16.8K
$1.34M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38+ 0.11% |
$2.89K - $3.1K
|
33.2K
$2.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$2.58K - $2.77K
|
11.2K
$892K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 1.03% |
$2.43K - $2.61K
|
3.13K
$250K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
30+ 0.34% |
$2.28K - $2.45K
|
8.73K
$696K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
25+ 0.22% |
$1.9K - $2.04K
|
11.5K
$920K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
25+ 3.57% |
$1.9K - $2.04K
|
725
$57.8K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20+ 2.57% |
$1.52K - $1.63K
|
798
$63.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 0.1% |
$1.44K - $1.55K
|
19.3K
$1.54M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
16+ 0.18% |
$1.22K - $1.31K
|
8.82K
$703K
|