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 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.51K- 0.28% |
$342K - $368K
|
1.59M
$127M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.63K- 38.78% |
$351K - $377K
|
7.3K
$582K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.69K- 52.33% |
$357K - $383K
|
4.28K
$341K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-4.81K- 66.96% |
$365K - $392K
|
2.37K
$189K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.87K- 0.3% |
$370K - $397K
|
1.62M
$129M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-5.36K- 57.56% |
$407K - $437K
|
3.95K
$315K
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-5.46K- 31.78% |
$415K - $446K
|
11.7K
$935K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.47K- 16.25% |
$416K - $446K
|
28.2K
$2.25M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.81K- 12.71% |
$442K - $474K
|
39.9K
$3.18M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-6.48K- 61.77% |
$492K - $528K
|
4.01K
$320K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.52K- 75.15% |
$495K - $532K
|
2.16K
$172K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-6.57K- 2.84% |
$499K - $536K
|
225K
$18M
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-7.17K- 95.58% |
$545K - $585K
|
332
$26.5K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-7.48K- 31.74% |
$568K - $610K
|
16.1K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.52K- 7.63% |
$572K - $614K
|
91K
$7.26M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-8.6K- 41.38% |
$654K - $702K
|
12.2K
$972K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.72K- 11.28% |
$663K - $711K
|
68.6K
$5.47M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-9K- 29.0% |
$684K - $734K
|
22K
$1.76M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-9.75K- 9.24% |
$741K - $795K
|
95.7K
$7.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-10.7K- 13.32% |
$812K - $872K
|
69.6K
$5.55M
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
SELL
|
- |
-10.8K- 10.15% |
$818K - $879K
|
95.3K
$7.6M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-12.1K- 2.62% |
$919K - $987K
|
450K
$35.9M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-13.5K- 83.32% |
$1.02M - $1.1M
|
2.7K
$215K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-13.6K- 59.26% |
$1.03M - $1.11M
|
9.36K
$746K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-14.4K- 57.83% |
$1.09M - $1.18M
|
10.5K
$838K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-15.7K- 1.91% |
$1.19M - $1.28M
|
806K
$64.3M
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-17.1K- 63.82% |
$1.3M - $1.39M
|
9.69K
$773K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-20.1K- 52.69% |
$1.53M - $1.64M
|
18K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-22.9K- 15.33% |
$1.74M - $1.87M
|
126K
$10.1M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23K- 35.83% |
$1.75M - $1.88M
|
41.2K
$3.29M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-25.5K- 17.64% |
$1.94M - $2.08M
|
119K
$9.51M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-25.9K- 37.62% |
$1.97M - $2.11M
|
43K
$3.43M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-26K- 35.57% |
$1.98M - $2.12M
|
47.2K
$3.76M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28.4K- 69.34% |
$2.16M - $2.32M
|
12.5K
$1M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-33.1K- 78.65% |
$2.51M - $2.7M
|
8.98K
$716K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-37.5K- 49.54% |
$2.85M - $3.06M
|
38.2K
$3.04M
|
|
|
May 01, 2025
Q1 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-43K- 83.67% |
$3.26M - $3.51M
|
8.38K
$669K
|
|
|
Apr 11, 2025
Q1 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-46.3K- 93.11% |
$3.52M - $3.77M
|
3.43K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-51.5K- 26.42% |
$3.91M - $4.2M
|
143K
$11.4M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-51.9K- 99.21% |
$3.94M - $4.23M
|
415
$33.1K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-55.2K- 83.87% |
$4.2M - $4.51M
|
10.6K
$847K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.1K- 35.69% |
$4.41M - $4.74M
|
105K
$8.35M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-58.8K- 34.43% |
$4.47M - $4.8M
|
112K
$8.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-77.6K- 35.14% |
$5.9M - $6.33M
|
143K
$11.4M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-90K- 98.65% |
$6.84M - $7.34M
|
1.23K
$98.4K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-90.5K- 47.79% |
$6.88M - $7.39M
|
98.9K
$7.89M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-93.3K- 99.91% |
$7.09M - $7.61M
|
80
$6.38K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-105K- 94.14% |
$7.99M - $8.57M
|
6.54K
$522K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-108K- 15.74% |
$8.21M - $8.82M
|
579K
$46.2M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-113K- 51.72% |
$8.6M - $9.24M
|
106K
$8.43M
|