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 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-124- 2.93% |
$9.42K - $10.1K
|
4.11K
$328K
|
|
|
Apr 17, 2025
Q1 2025
|
Pflug Koory, LLC
|
SELL
|
- |
-125- 61.88% |
$9.5K - $10.2K
|
77
$6.14K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-125- 3.1% |
$9.5K - $10.2K
|
3.9K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-131- 4.68% |
$9.95K - $10.7K
|
2.67K
$213K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-139- 2.64% |
$10.6K - $11.3K
|
5.13K
$409K
|
|
|
Apr 08, 2025
Q1 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-150- 0.75% |
$11.4K - $12.2K
|
19.8K
$1.58M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-150- 1.27% |
$11.4K - $12.2K
|
11.7K
$929K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-153- 0.67% |
$11.6K - $12.5K
|
22.8K
$1.82M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-165- 1.51% |
$12.5K - $13.5K
|
10.7K
$856K
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-169- 3.79% |
$12.8K - $13.8K
|
4.29K
$342K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-174- 10.92% |
$13.2K - $14.2K
|
1.42K
$113K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-178- 0.63% |
$13.5K - $14.5K
|
28.3K
$2.26M
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-182- 36.04% |
$13.8K - $14.8K
|
323
$25.8K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-183- 1.93% |
$13.9K - $14.9K
|
9.28K
$741K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-186- 1.31% |
$14.1K - $15.2K
|
14.1K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-194- 5.83% |
$14.7K - $15.8K
|
3.13K
$250K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-195- 18.55% |
$14.8K - $15.9K
|
856
$68.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-204- 4.6% |
$15.5K - $16.6K
|
4.23K
$337K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-208- 42.28% |
$15.8K - $17K
|
284
$22.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-212- 6.16% |
$16.1K - $17.3K
|
3.23K
$258K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-219- 40.56% |
$16.6K - $17.9K
|
321
$25.6K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-222- 5.59% |
$16.9K - $18.1K
|
3.75K
$299K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-237- 0.99% |
$18K - $19.3K
|
23.7K
$1.89M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-243- 67.69% |
$18.5K - $19.8K
|
116
$9.25K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
SELL
|
- |
-251- 4.86% |
$19.1K - $20.5K
|
4.91K
$392K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-259- 0.11% |
$19.7K - $21.1K
|
242K
$19.3M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-271- 2.76% |
$20.6K - $22.1K
|
9.55K
$762K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-273- 3.37% |
$20.7K - $22.3K
|
7.83K
$624K
|
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-273- 1.19% |
$20.7K - $22.3K
|
22.6K
$1.81M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-282- 4.77% |
$21.4K - $23K
|
5.63K
$449K
|
|
|
May 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-294- 5.73% |
$22.3K - $24K
|
4.84K
$386K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-298- 8.32% |
$22.6K - $24.3K
|
3.28K
$262K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-300- 1.41% |
$22.8K - $24.5K
|
21K
$1.68M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-301- 0.64% |
$22.9K - $24.6K
|
46.6K
$3.72M
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-304- 0.25% |
$23.1K - $24.8K
|
123K
$9.82M
|
|
|
May 07, 2025
Q1 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-306- 56.98% |
$23.3K - $25K
|
231
$18.4K
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-314- 9.15% |
$23.9K - $25.6K
|
3.12K
$249K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-315- 0.08% |
$23.9K - $25.7K
|
389K
$31M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-335- 6.67% |
$25.5K - $27.3K
|
4.69K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
SELL
|
- |
-372- 0.66% |
$28.3K - $30.3K
|
56.4K
$4.5M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-393- 1.13% |
$29.9K - $32.1K
|
34.3K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-422- 2.21% |
$32.1K - $34.4K
|
18.7K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-422- 21.59% |
$32.1K - $34.4K
|
1.53K
$122K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-451- 1.88% |
$34.3K - $36.8K
|
23.5K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-455- 10.19% |
$34.6K - $37.1K
|
4.01K
$320K
|
|
|
May 12, 2025
Q1 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-465- 2.25% |
$35.3K - $37.9K
|
20.2K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-465- 1.7% |
$35.3K - $37.9K
|
26.9K
$2.14M
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-466- 0.61% |
$35.4K - $38K
|
76.2K
$6.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-526- 1.95% |
$40K - $42.9K
|
26.4K
$2.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-550- 12.57% |
$41.8K - $44.9K
|
3.83K
$305K
|