Purchases and Sales Made in Q3 2024 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
126+ 1.11% |
$8.97K - $9.65K
|
11.4K
$880K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
119+ 0.28% |
$8.47K - $9.11K
|
42.8K
$3.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
74+ 0.17% |
$5.27K - $5.67K
|
42.4K
$3.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
57+ 1.15% |
$4.06K - $4.37K
|
5.03K
$387K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
51+ 3.86% |
$3.63K - $3.91K
|
1.37K
$106K
|
|
|
Jan 16, 2025
Q3 2024
|
Cim, LLC
|
BUY
|
- |
43+ 0.1% |
$3.06K - $3.29K
|
41.9K
$3.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
42+ 0.25% |
$2.99K - $3.22K
|
17.1K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
33+ 5.49% |
$2.35K - $2.53K
|
634
$48.8K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
33+ 0.35% |
$2.35K - $2.53K
|
9.33K
$718K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
26+ 0.45% |
$1.85K - $1.99K
|
5.83K
$449K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
24+ 0.12% |
$1.71K - $1.84K
|
19.2K
$1.48M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
24+ 0.14% |
$1.71K - $1.84K
|
16.8K
$1.29M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
19+ 0.11% |
$1.35K - $1.46K
|
16.6K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
16+ 2.1% |
$1.14K - $1.23K
|
778
$59.9K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
11+ 0.14% |
$783 - $842
|
8.06K
$620K
|
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
10+ 1.58% |
$712 - $766
|
641
$49.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9+ 0.03% |
$641 - $689
|
30.7K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
7+ 0.21% |
$498 - $536
|
3.27K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
6New |
$427 - $460
|
6
$462
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 0.15% |
$356 - $383
|
3.43K
$263K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
4+ 0.06% |
$285 - $306
|
6.26K
$481K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
4+ 0.07% |
$285 - $306
|
5.43K
$418K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.58% |
$214 - $230
|
523
$40.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3+ 0.24% |
$214 - $230
|
1.26K
$96.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.04% |
$142 - $153
|
5.16K
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
2+ 0.05% |
$142 - $153
|
4.33K
$333K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$71.2 - $76.6
|
824
$63.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.01% |
$71.2 - $76.6
|
19.6K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.46% |
$71.2 - $76.6
|
218
$16.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.64% |
$71.2 - $76.6
|
62
$4.77K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1- -0.0% |
$71.2 - $76.6
|
56.3K
$4.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2- 0.05% |
$142 - $153
|
3.9K
$300K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-4- 1.46% |
$285 - $306
|
270
$20.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7- 0.22% |
$498 - $536
|
3.11K
$239K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-8- 33.33% |
$570 - $613
|
16
$1.23K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-8- 2.05% |
$570 - $613
|
383
$29.5K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-8- 1.04% |
$570 - $613
|
761
$58.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-10- 0.01% |
$712 - $766
|
70.1K
$5.39M
|
|
|
Feb 27, 2025
Q3 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-12- 3.99% |
$854 - $919
|
289
$22.2K
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-12- 0.15% |
$854 - $919
|
7.74K
$596K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-20- 0.07% |
$1.42K - $1.53K
|
29.7K
$2.28M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-27- 0.13% |
$1.92K - $2.07K
|
20.4K
$1.57M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-30- 0.76% |
$2.14K - $2.3K
|
3.9K
$300K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-30- 0.55% |
$2.14K - $2.3K
|
5.38K
$414K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-32- 0.58% |
$2.28K - $2.45K
|
5.47K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-37- 1.12% |
$2.63K - $2.83K
|
3.27K
$252K
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-38- 0.55% |
$2.71K - $2.91K
|
6.9K
$531K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-43- 0.82% |
$3.06K - $3.29K
|
5.2K
$400K
|