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
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-571- 14.27% |
$43.4K - $46.6K
|
3.43K
$274K
|
|
|
May 08, 2025
Q1 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-588- 7.91% |
$44.7K - $48K
|
6.85K
$546K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-590- 10.35% |
$44.8K - $48.1K
|
5.11K
$408K
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-604- 1.03% |
$45.9K - $49.3K
|
58.2K
$4.65M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-669- 14.1% |
$50.8K - $54.6K
|
4.08K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-709- 0.34% |
$53.9K - $57.8K
|
209K
$16.7M
|
|
|
May 07, 2025
Q1 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-788- 2.47% |
$59.9K - $64.3K
|
31.1K
$2.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-807- 6.69% |
$61.3K - $65.8K
|
11.3K
$898K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-870- 11.15% |
$66.1K - $71K
|
6.93K
$553K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-971- 11.81% |
$73.8K - $79.2K
|
7.25K
$578K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 5.14% |
$76K - $81.6K
|
18.4K
$1.47M
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1K- 4.95% |
$76K - $81.6K
|
19.2K
$1.53M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.05K- 10.71% |
$79.7K - $85.6K
|
8.74K
$697K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1.11K- 17.05% |
$84.3K - $90.6K
|
5.4K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.11K- 1.65% |
$84.3K - $90.6K
|
66.2K
$5.28M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.12K- 22.19% |
$85.2K - $91.5K
|
3.93K
$314K
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.13K- 1.48% |
$85.6K - $91.9K
|
74.8K
$5.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-1.15K- 48.31% |
$87K - $93.4K
|
1.23K
$97.7K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-1.24K- 8.57% |
$94.2K - $101K
|
13.2K
$1.05M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.27K- 2.18% |
$96.7K - $104K
|
57K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.28K- 5.31% |
$97.2K - $104K
|
22.8K
$1.82M
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-1.33K- 12.71% |
$101K - $108K
|
9.1K
$726K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.41K- 7.07% |
$107K - $115K
|
18.5K
$1.48M
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.45K- 33.87% |
$110K - $118K
|
2.83K
$226K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.46K- 11.07% |
$111K - $119K
|
11.7K
$935K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.53K- 1.37% |
$116K - $125K
|
110K
$8.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-1.63K- 17.32% |
$124K - $133K
|
7.77K
$620K
|
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-1.68K- 4.09% |
$128K - $137K
|
39.4K
$3.14M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-1.68K- 23.58% |
$128K - $137K
|
5.46K
$435K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.69K- 23.04% |
$129K - $138K
|
5.65K
$451K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-1.72K- 6.56% |
$131K - $140K
|
24.5K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.73K- 9.41% |
$132K - $141K
|
16.7K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.82KClosed |
$138K - $148K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-1.87K- 11.62% |
$142K - $152K
|
14.2K
$1.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.92K- 23.55% |
$146K - $157K
|
6.24K
$498K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.93K- 15.39% |
$147K - $157K
|
10.6K
$847K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.95K- 13.61% |
$148K - $159K
|
12.4K
$985K
|
|
|
Apr 22, 2025
Q1 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-2.4K- 1.91% |
$182K - $195K
|
123K
$9.82M
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.41K- 10.17% |
$183K - $196K
|
21.2K
$1.69M
|
|
|
May 15, 2025
Q1 2025
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-2.48K- 37.84% |
$188K - $202K
|
4.07K
$325K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-2.5K- 22.13% |
$190K - $204K
|
8.79K
$701K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.75K- 2.51% |
$209K - $225K
|
107K
$8.53M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.87KClosed |
$218K - $234K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.97K- 2.98% |
$225K - $242K
|
96.6K
$7.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.99K- 2.66% |
$227K - $244K
|
110K
$8.74M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.18K- 16.98% |
$242K - $260K
|
15.6K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-3.4K- 33.07% |
$258K - $277K
|
6.88K
$549K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-3.59K- 16.06% |
$273K - $293K
|
18.8K
$1.5M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-3.9K- 1.9% |
$296K - $318K
|
201K
$16.1M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.07K- 11.73% |
$309K - $332K
|
30.6K
$2.44M
|