Purchases and Sales Made in Q3 2021 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 Q3 2021. 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
Mar 09, 2022 Q3 2021
Alpha Centric Advisors LLC

San Juan, PR
SELL
 -
-53
- 0.96%
$4.44K - $4.7K
5.48K $432K
Oct 26, 2021 Q3 2021
Sequoia Financial Advisors, LLC

SELL
 -
-55
- 1.31%
$4.6K - $4.88K
4.15K $327K
Nov 08, 2021 Q3 2021
Charter Oak Capital Management, LLC

SELL
 -
-58
- 11.44%
$4.86K - $5.14K
449 $35.4K
Nov 08, 2021 Q3 2021
Meeder Asset Management Inc

SELL
 -
-60
- 6.41%
$5.02K - $5.32K
876 $69.1K
Nov 12, 2021 Q3 2021
Capstone Triton Financial Group, LLC

Oklahoma City, OK
SELL
 -
-61
- 0.92%
$5.11K - $5.41K
6.57K $518K
Oct 27, 2021 Q3 2021
Newbridge Financial Services Group, Inc.

SELL
 -
-68
- 58.12%
$5.69K - $6.03K
49 $3.87K
Nov 03, 2021 Q3 2021
Hengehold Capital Management LLC

SELL
 -
-80
- 0.91%
$6.7K - $7.09K
8.67K $684K
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-90
- 39.13%
$7.53K - $7.98K
140 $11K
Oct 12, 2021 Q3 2021
S.A. Mason LLC

SELL
 -
-95
- 10.11%
$7.95K - $8.42K
845 $66.7K
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
SELL
 -
-99
Closed
$8.29K - $8.78K
0 $0
Nov 04, 2021 Q3 2021
Wilbanks Smith & Thomas Asset Management LLC

SELL
 -
-107
- 1.97%
$8.96K - $9.49K
5.32K $420K
Oct 28, 2021 Q3 2021
Pinnacle Wealth Management Group, Inc.

SELL
 -
-123
- 2.32%
$10.3K - $10.9K
5.17K $408K
Nov 12, 2021 Q3 2021
Archetype Wealth Partners

Houston, TX
SELL
 -
-125
- 0.46%
$10.5K - $11.1K
27.3K $2.16M
Nov 15, 2021 Q3 2021
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-140
- 1.87%
$11.7K - $12.4K
7.36K $581K
Nov 12, 2021 Q3 2021
Delta Investment Management, LLC

SELL
 -
-147
- 1.31%
$12.3K - $13K
11.1K $876K
Nov 05, 2021 Q3 2021
Klaas Financial Asset Advisors, LLC

Loves Park, IL
SELL
 -
-152
Closed
$12.7K - $13.5K
0 $0
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-157
- 24.96%
$13.1K - $13.9K
472 $37.2K
Oct 15, 2021 Q3 2021
Gyroscope Capital Management Group, LLC

SELL
 -
-163
- 2.29%
$13.6K - $14.5K
6.97K $550K
Nov 16, 2021 Q3 2021
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-165
- 1.14%
$13.8K - $14.6K
14.3K $1.13M
Oct 21, 2021 Q3 2021
Sky Oak Wealth, LLC

SELL
 -
-175
- 0.55%
$14.6K - $15.5K
31.5K $2.48M
Nov 04, 2021 Q3 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-181
- 1.15%
$15.2K - $16K
15.5K $1.22M
Oct 20, 2021 Q3 2021
Kcs Wealth Advisory

SELL
 -
-188
- 3.28%
$15.7K - $16.7K
5.54K $437K
Nov 15, 2021 Q3 2021
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-195
- 31.45%
$16.3K - $17.3K
425 $33.5K
Oct 29, 2021 Q3 2021
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-203
Closed
$17K - $18K
0 $0
Oct 13, 2021 Q3 2021
Foundations Investment Advisors, LLC

SELL
 -
-217
- 6.68%
$18.2K - $19.2K
3.03K $239K
Oct 21, 2021 Q3 2021
Ellis Investment Partners, LLC

SELL
 -
-221
- 4.65%
$18.5K - $19.6K
4.53K $357K
Oct 26, 2021 Q3 2021
Exane Derivatives

SELL
 -
-224
- 10.43%
$18.8K - $19.9K
1.92K $152K
Oct 14, 2021 Q3 2021
Archford Capital Strategies, LLC

SELL
 -
-228
- 1.21%
$19.1K - $20.2K
18.6K $1.47M
Oct 18, 2021 Q3 2021
Sage Rhino Capital LLC

SELL
 -
-232
- 2.65%
$19.4K - $20.6K
8.52K $672K
Nov 02, 2021 Q3 2021
Allworth Financial LP

SELL
 -
-252
Closed
$21.1K - $22.3K
0 $0
Oct 26, 2021 Q3 2021
Garrett Wealth Advisory Group, LLC

SELL
 -
-253
- 2.95%
$21.2K - $22.4K
8.32K $657K
Nov 16, 2021 Q3 2021
Ambassador Advisors, LLC

Lancaster, PA
SELL
 -
-258
- 1.66%
$21.6K - $22.9K
15.2K $1.2M
Nov 12, 2021 Q3 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-271
- 4.66%
$22.7K - $24K
5.55K $438K
Oct 26, 2021 Q3 2021
Dorsey Wright & Associates

SELL
 -
-280
- 1.62%
$23.4K - $24.8K
17K $1.34M
Nov 12, 2021 Q3 2021
Madden Advisory Services, Inc.

SELL
 -
-299
- 7.18%
$25K - $26.5K
3.87K $305K
Oct 15, 2021 Q3 2021
Spectrum Wealth Advisory Group, LLC

SELL
 -
-299
- 1.67%
$25K - $26.5K
17.7K $1.39M
Nov 08, 2021 Q3 2021
Trustcore Financial Services, LLC

SELL
 -
-300
Closed
$25.1K - $26.6K
0 $0
Oct 25, 2021 Q3 2021
Fulton Breakefield Broenniman LLC

SELL
 -
-333
- 0.12%
$27.9K - $29.5K
286K $22.6M
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

SELL
 -
-340
- 8.59%
$28.5K - $30.1K
3.62K $286K
Nov 09, 2021 Q3 2021
Sterling Investment Advisors, Ltd.

SELL
 -
-344
- 0.51%
$28.8K - $30.5K
67.7K $5.34M
Nov 15, 2021 Q3 2021
Aspire Private Capital, LLC

SELL
 -
-353
Closed
$29.5K - $31.3K
0 $0
Nov 15, 2021 Q3 2021
Liberty Wealth Management LLC

Oakland, CA
SELL
 -
-355
Closed
$29.7K - $31.5K
0 $0
Nov 12, 2021 Q3 2021
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-360
Closed
$30.1K - $31.9K
0 $0
Oct 14, 2021 Q3 2021
Clear Creek Financial Management, LLC

SELL
 -
-371
- 2.44%
$31.1K - $32.9K
14.9K $1.17M
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-385
- 1.79%
$32.2K - $34.1K
21.2K $1.67M
Nov 30, 2021 Q3 2021
Hm Payson & CO

Portland, ME
SELL
 -
-405
Closed
$33.9K - $35.9K
0 $0
Oct 27, 2021 Q3 2021
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-412
- 48.36%
$34.5K - $36.5K
440 $34.7K
Oct 28, 2021 Q3 2021
Signal Point Asset Management, LLC

SELL
 -
-416
- 3.98%
$34.8K - $36.9K
10K $791K
Oct 08, 2021 Q3 2021
Focus Wealth Advisors, LLC

SELL
 -
-447
- 1.43%
$37.4K - $39.6K
30.8K $2.43M

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