Purchases and Sales Made in Q3 2023 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 2023. 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
Nov 02, 2023 Q3 2023
Steel Peak Wealth Management LLC

BUY
 -
1.36K
+ 9.43%
$91.6K - $97.5K
15.7K $1.24M
Oct 30, 2023 Q3 2023
Tradewinds Capital Management, LLC

BUY
 -
1.33K
+ 2335.09%
$89.9K - $95.7K
1.39K $110K
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
1.32K
+ 15.91%
$89K - $94.8K
9.6K $757K
Nov 13, 2023 Q3 2023
River Wealth Advisors LLC

Camp Hill, PA
BUY
 -
1.1K
+ 0.54%
$74.4K - $79.2K
204K $16.1M
Oct 16, 2023 Q3 2023
H&H Retirement Design & Management Inc

BUY
 -
1.1K
+ 0.66%
$74.2K - $78.9K
168K $13.3M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
1.07K
+ 2.88%
$72.2K - $76.8K
38.1K $3.01M
Nov 01, 2023 Q3 2023
Simplex Trading, LLC

BUY
 -
1.03K
+ 99.33%
$69.8K - $74.3K
2.07K $164K
Dec 06, 2023 Q3 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
1K
+ 237.68%
$67.8K - $72.1K
1.43K $112K
Nov 08, 2023 Q3 2023
Archer Investment Corp

BUY
 -
869
New
$58.7K - $62.5K
869 $68.6K
May 17, 2024 Q3 2023
Cim, LLC

BUY
 -
831
+ 2.21%
$56.1K - $59.7K
38.5K $3.04M
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
783
+ 0.2%
$52.9K - $56.3K
400K $31.6M
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
740
New
$50K - $53.2K
740 $58.4K
Nov 14, 2023 Q3 2023
Arrow Investment Advisors, LLC

Laurel, MD
BUY
 -
724
+ 3.8%
$48.9K - $52.1K
19.8K $1.56M
Oct 11, 2023 Q3 2023
Worth Asset Management, LLC

BUY
 -
668
+ 8.97%
$45.1K - $48K
8.11K $640K
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
622
New
$42K - $44.7K
622 $49.1K
Nov 06, 2023 Q3 2023
Childress Capital Advisors, LLC

Houston, TX
BUY
 -
600
+ 19.35%
$40.5K - $43.1K
3.7K $292K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
570
New
$38.5K - $41K
570 $45K
Nov 14, 2023 Q3 2023
Sei Investments CO

Oaks, PA
BUY
 -
545
+ 8.14%
$36.8K - $39.2K
7.24K $571K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
490
New
$33.1K - $35.2K
490 $38.7K
Nov 08, 2023 Q3 2023
Values First Advisors, Inc.

BUY
 -
486
+ 3.91%
$32.8K - $34.9K
12.9K $1.02M
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
464
+ 2.56%
$31.3K - $33.4K
18.6K $1.46M
Nov 13, 2023 Q3 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
429
+ 1.92%
$29K - $30.8K
22.7K $1.79M
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
392
+ 13.19%
$26.5K - $28.2K
3.36K $265K
Nov 09, 2023 Q3 2023
Alliance Wealth Advisors, LLC /Ut

Bountiful, UT
BUY
 -
296
+ 0.48%
$20K - $21.3K
61.5K $4.85M
Nov 07, 2023 Q3 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
283
+ 1.62%
$19.1K - $20.3K
17.8K $1.4M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
281
+ 1.46%
$19K - $20.2K
19.6K $1.55M
Oct 26, 2023 Q3 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
272
+ 60.99%
$18.4K - $19.6K
718 $56.7K
Oct 04, 2023 Q3 2023
Aletheian Wealth Advisors LLC

BUY
 -
235
+ 0.96%
$15.9K - $16.9K
24.8K $1.96M
Nov 14, 2023 Q3 2023
Mount Lucas Management LP

Newtown, PA
BUY
 -
216
+ 0.58%
$14.6K - $15.5K
37.2K $2.93M
Oct 17, 2023 Q3 2023
Nalls Sherbakoff Group, LLC

Knoxville, TN
BUY
 -
198
New
$13.4K - $14.2K
198 $15.6K
Nov 13, 2023 Q3 2023
Providence Capital Advisors, LLC

Charlotte, NC
BUY
 -
195
+ 78.0%
$13.2K - $14K
445 $35.1K
Oct 27, 2023 Q3 2023
Laurel Wealth Planning LLC

Edina, MN
BUY
 -
188
+ 6.27%
$12.7K - $13.5K
3.19K $252K
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
178
+ 9.89%
$12K - $12.8K
1.98K $156K
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
175
+ 1.25%
$11.8K - $12.6K
14.2K $1.12M
Nov 08, 2023 Q3 2023
Sequoia Financial Advisors, LLC

BUY
 -
174
+ 3.57%
$11.8K - $12.5K
5.05K $399K
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
161
+ 4.21%
$10.9K - $11.6K
3.99K $315K
Nov 07, 2023 Q3 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
150
New
$10.1K - $10.8K
150 $11.8K
Nov 13, 2023 Q3 2023
Frontier Asset Management, LLC

Sheridan, WY
BUY
 -
136
+ 3.21%
$9.19K - $9.78K
4.37K $345K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
125
+ 9.62%
$8.45K - $8.99K
1.43K $112K
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
122
New
$8.24K - $8.77K
122 $9.63K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
BUY
 -
117
+ 2.55%
$7.9K - $8.41K
4.7K $371K
Nov 06, 2023 Q3 2023
L.M. Kohn & Company

BUY
 -
103
+ 0.46%
$6.96K - $7.41K
22.6K $1.79M
Nov 14, 2023 Q3 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
99
+ 159.68%
$6.69K - $7.12K
161 $12.7K
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
95
+ 0.09%
$6.42K - $6.83K
111K $8.74M
Nov 01, 2023 Q3 2023
Key F Inancial Inc

BUY
 -
95
+ 0.71%
$6.42K - $6.83K
13.4K $1.06M
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
87
+ 5.49%
$5.88K - $6.26K
1.67K $132K
Oct 30, 2023 Q3 2023
First Purpose Wealth LLC

BUY
 -
87
+ 1.21%
$5.88K - $6.26K
7.3K $576K
Nov 13, 2023 Q3 2023
Black Rock Inc.

New York, NY
BUY
 -
73
New
$4.93K - $5.25K
73 $5.76K
Oct 10, 2023 Q3 2023
Castle Rock Wealth Management, LLC

BUY
 -
55
+ 0.7%
$3.72K - $3.95K
7.95K $627K

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