Purchases and Sales Made in Q2 2022 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6.16KNew |
$389K - $481K
|
6.16K
$486K
|
|
|
Aug 15, 2022
Q2 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5.39KNew |
$340K - $420K
|
5.39K
$425K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
5.35K+ 20.11% |
$337K - $417K
|
31.9K
$2.52M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.88KNew |
$308K - $381K
|
4.88K
$385K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.68KNew |
$295K - $365K
|
4.68K
$369K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
4.6K+ 2.89% |
$290K - $359K
|
164K
$12.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.44K+ 3.39% |
$280K - $346K
|
135K
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.09KNew |
$258K - $319K
|
4.09K
$323K
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.02KNew |
$254K - $314K
|
4.02K
$317K
|
|
|
Jul 11, 2022
Q2 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
3.99K+ 28.88% |
$252K - $311K
|
17.8K
$1.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.96K+ 17.1% |
$250K - $309K
|
27.1K
$2.14M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
3.86KNew |
$244K - $301K
|
3.86K
$305K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
3.82K+ 53.25% |
$241K - $298K
|
11K
$868K
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
3.82KNew |
$241K - $298K
|
3.82K
$301K
|
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
3.68K+ 11.82% |
$232K - $287K
|
34.8K
$2.75M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.61KNew |
$228K - $281K
|
3.61K
$285K
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.46K+ 12.53% |
$218K - $270K
|
31.1K
$2.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
3.01K+ 57.35% |
$189K - $234K
|
8.25K
$651K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3K+ 4.51% |
$189K - $234K
|
69.5K
$5.48M
|
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
2.93K+ 4.91% |
$185K - $229K
|
62.6K
$4.94M
|
|
|
Jul 15, 2022
Q2 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
2.84K+ 0.78% |
$179K - $222K
|
367K
$29M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.84K+ 54.72% |
$179K - $221K
|
8.02K
$633K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.83K+ 33.56% |
$178K - $221K
|
11.3K
$888K
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.57K+ 8.21% |
$162K - $200K
|
33.9K
$2.67M
|
|
|
Jul 22, 2022
Q2 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
2.5K+ 49.25% |
$157K - $195K
|
7.56K
$597K
|
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
2.42K+ 13.13% |
$153K - $189K
|
20.9K
$1.65M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
2.21K+ 229.97% |
$139K - $172K
|
3.17K
$250K
|
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.06K+ 5.72% |
$130K - $161K
|
38K
$3M
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
2K+ 200.0% |
$126K - $156K
|
3K
$237K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.98KNew |
$125K - $155K
|
1.98K
$156K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.91K+ 3826.0% |
$121K - $149K
|
1.96K
$155K
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.8K+ 8.4% |
$114K - $140K
|
23.2K
$1.83M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.72K+ 7.65% |
$108K - $134K
|
24.2K
$1.91M
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.72K+ 3.5% |
$108K - $134K
|
50.7K
$4M
|
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.53K+ 1.08% |
$96.4K - $119K
|
143K
$11.3M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.5K+ 9.5% |
$94.5K - $117K
|
17.3K
$1.36M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
BUY
|
- |
1.43K+ 19.12% |
$89.9K - $111K
|
8.89K
$701K
|
|
|
Aug 15, 2022
Q2 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.39K+ 8.16% |
$87.8K - $109K
|
18.4K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.25K+ 3.84% |
$78.9K - $97.6K
|
33.8K
$2.67M
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.21K+ 0.63% |
$76.4K - $94.5K
|
195K
$15.4M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.15K+ 2.99% |
$72.3K - $89.4K
|
39.5K
$3.11M
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.14K+ 6.33% |
$71.8K - $88.8K
|
19.1K
$1.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.11K+ 22.81% |
$69.9K - $86.4K
|
5.97K
$471K
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1KNew |
$63.1K - $78K
|
1K
$78.9K
|
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
965+ 10.34% |
$60.9K - $75.3K
|
10.3K
$812K
|
|
|
Aug 12, 2022
Q2 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
954+ 5.3% |
$60.2K - $74.4K
|
19K
$1.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
911+ 1.36% |
$57.4K - $71.1K
|
68K
$5.37M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
883+ 21.2% |
$55.7K - $68.9K
|
5.05K
$398K
|
|
|
Jul 11, 2022
Q2 2022
|
Cim, LLC
|
BUY
|
- |
852+ 2.45% |
$53.7K - $66.5K
|
35.6K
$2.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
804+ 1.58% |
$50.7K - $62.7K
|
51.7K
$4.08M
|