Purchases and Sales Made in Q2 2022 in Spdr Bloomberg Convertible Sec (CWB)

CWB Quotes by TradingView

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 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-2.75K
- 25.94%
$173K - $215K
7.85K $620K
Aug 09, 2022 Q2 2022
Investment House LLC

Las Vegas, NV
SELL
 -
-2.79K
Closed
$176K - $217K
0 $0
Jul 27, 2022 Q2 2022
Kraematon Investment Advisors, Inc

SELL
 -
-2.82K
- 6.51%
$178K - $220K
40.5K $3.2M
Aug 01, 2022 Q2 2022
Calamos Advisors LLC

SELL
 -
-2.93K
Closed
$185K - $229K
0 $0
Aug 15, 2022 Q2 2022
Creative Planning

Overland Park, KS
SELL
 -
-2.95K
- 2.48%
$186K - $230K
116K $9.15M
Jul 22, 2022 Q2 2022
Bank Of Stockton

SELL
 -
-2.96K
- 28.15%
$187K - $231K
7.56K $596K
Jul 26, 2022 Q2 2022
Sky Oak Wealth, LLC

SELL
 -
-2.98K
- 11.02%
$188K - $232K
24K $1.89M
Aug 05, 2022 Q2 2022
Pictet & Cie (Europe) Sa

SELL
 -
-2.99K
Closed
$188K - $233K
0 $0
Jul 22, 2022 Q2 2022
Patton Albertson Miller Group, LLC

SELL
 -
-2.99K
Closed
$189K - $233K
0 $0
Aug 08, 2022 Q2 2022
Hilton Capital Management, LLC

SELL
 -
-3K
Closed
$189K - $234K
0 $0
Aug 05, 2022 Q2 2022
Royal Harbor Partners, LLC

SELL
 -
-3.01K
Closed
$190K - $235K
0 $0
Aug 15, 2022 Q2 2022
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-3.04K
Closed
$191K - $237K
0 $0
Jul 27, 2022 Q2 2022
Bank Hapoalim Bm

SELL
 -
-3.11K
Closed
$196K - $243K
0 $0
Aug 13, 2024 Q2 2022
Glen Eagle Advisors, LLC

Kingston, NJ
SELL
 -
-3.17K
- 24.98%
$200K - $247K
9.53K $752K
Jul 21, 2022 Q2 2022
Pb Mares Wealth Management LLC

SELL
 -
-3.25K
Closed
$205K - $254K
0 $0
Jul 19, 2022 Q2 2022
Great Valley Advisor Group, Inc.

SELL
 -
-3.26K
Closed
$205K - $254K
0 $0
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-3.28K
- 12.57%
$207K - $256K
22.8K $1.8M
Jul 13, 2022 Q2 2022
Efg Asset Management (Americas) Corp.

SELL
 -
-3.32K
- 5.62%
$210K - $259K
55.8K $4.4M
Aug 12, 2022 Q2 2022
Laidlaw Wealth Management LLC

New York City, NY
SELL
 -
-3.38K
- 23.96%
$213K - $264K
10.7K $847K
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-3.44K
- 2.27%
$217K - $268K
148K $11.7M
Jul 18, 2022 Q2 2022
Occidental Asset Management, LLC

SELL
 -
-3.52K
- 13.44%
$222K - $274K
22.6K $1.79M
Aug 12, 2022 Q2 2022
Strategic Wealth Advisors Group, LLC

Sacramento, CA
SELL
 -
-3.56K
- 18.38%
$224K - $278K
15.8K $1.25M
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-3.6K
Closed
$227K - $281K
0 $0
Aug 02, 2022 Q2 2022
First Business Financial Services, Inc.

SELL
 -
-3.65K
Closed
$230K - $285K
0 $0
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
SELL
 -
-3.84K
Closed
$242K - $299K
0 $0
Aug 08, 2022 Q2 2022
Moors & Cabot, Inc.

Boston, MA
SELL
 -
-3.84K
- 34.85%
$242K - $300K
7.18K $566K
Aug 02, 2022 Q2 2022
Florin Court Capital LLP

SELL
 -
-4.1K
Closed
$259K - $320K
0 $0
Jul 18, 2022 Q2 2022
Provident Wealth Management, LLC

SELL
 -
-4.11K
- 16.8%
$259K - $321K
20.4K $1.61M
Jul 25, 2022 Q2 2022
Wbi Investments, Inc.

SELL
 -
-4.14K
Closed
$261K - $323K
0 $0
Aug 10, 2022 Q2 2022
Eagle Strategies LLC

New York, NY
SELL
 -
-4.17K
- 39.08%
$263K - $325K
6.5K $513K
Jul 25, 2022 Q2 2022
Jmac Enterprises LLC

SELL
 -
-4.31K
- 10.25%
$272K - $336K
37.7K $2.97M
Aug 10, 2022 Q2 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-4.35K
- 7.36%
$274K - $339K
54.8K $4.32M
Aug 08, 2022 Q2 2022
Autumn Glory Partners, LLC

SELL
 -
-4.35K
Closed
$274K - $339K
0 $0
Aug 11, 2022 Q2 2022
Seldon Capital LP

San Francisco, CA
SELL
 -
-4.36K
- 22.22%
$275K - $340K
15.2K $1.2M
Aug 11, 2022 Q2 2022
Bokf, Na

Tulsa, OK
SELL
 -
-4.75K
- 37.03%
$300K - $371K
8.08K $638K
Aug 08, 2022 Q2 2022
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-4.9K
- 15.94%
$309K - $382K
25.8K $2.04M
Aug 15, 2022 Q2 2022
Laffer Tengler Investments

Nashville, TN
SELL
 -
-4.92K
- 43.79%
$310K - $384K
6.32K $499K
Jul 20, 2022 Q2 2022
Values First Advisors, Inc.

SELL
 -
-5.16K
- 33.05%
$325K - $402K
10.4K $824K
Aug 08, 2022 Q2 2022
Strategic Wealth Investment Group, LLC

SELL
 -
-5.41K
- 51.6%
$341K - $422K
5.07K $400K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-5.52K
- 22.69%
$348K - $430K
18.8K $1.48M
Aug 12, 2022 Q2 2022
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-5.61K
Closed
$354K - $438K
0 $0
Aug 12, 2022 Q2 2022
Prudential PLC

London, England, X0
SELL
 -
-5.61K
- 22.31%
$354K - $438K
19.5K $1.54M
Aug 11, 2022 Q2 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-5.62K
- 46.41%
$354K - $438K
6.49K $512K
Aug 05, 2022 Q2 2022
Fieldpoint Private Securities, LLC

SELL
 -
-5.63K
- 94.94%
$355K - $439K
300 $23.7K
Aug 16, 2022 Q2 2022
Colony Group LLC

Boston, MA
SELL
 -
-5.89K
- 50.96%
$371K - $459K
5.67K $447K
Aug 08, 2022 Q2 2022
Gyroscope Capital Management Group, LLC

SELL
 -
-6.07K
Closed
$383K - $474K
0 $0
Aug 08, 2022 Q2 2022
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-6.65K
- 45.97%
$419K - $519K
7.82K $617K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-7.21K
- 51.25%
$455K - $562K
6.86K $541K
Jul 19, 2022 Q2 2022
Simplicity Wealth,Llc

SELL
 -
-7.26K
- 31.98%
$458K - $566K
15.4K $1.22M

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