Purchases and Sales Made in Q4 2021 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.68K+ 2.13% |
$136K - $150K
|
80.4K
$6.26M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.61K+ 6.57% |
$130K - $144K
|
26.1K
$2.03M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.5KNew |
$121K - $134K
|
1.5K
$117K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.5K+ 2882.69% |
$121K - $134K
|
1.55K
$121K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1.44KNew |
$116K - $129K
|
1.44K
$112K
|
|
|
Feb 02, 2022
Q4 2021
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.42K+ 5.77% |
$115K - $127K
|
26.1K
$2.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.35K+ 44.69% |
$109K - $121K
|
4.38K
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.34K+ 23.75% |
$108K - $120K
|
6.99K
$544K
|
|
|
Jan 24, 2022
Q4 2021
|
Penobscot Wealth Management
|
BUY
|
- |
1.29K+ 2.05% |
$104K - $115K
|
64K
$4.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 2.86% |
$103K - $114K
|
46K
$3.58M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.26K+ 10.83% |
$102K - $113K
|
12.9K
$1M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.26KNew |
$101K - $113K
|
1.26K
$97.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.24KNew |
$99.9K - $111K
|
1.24K
$96.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Harfst & Associates, Inc.
|
BUY
|
- |
1.23K+ 0.99% |
$99.4K - $110K
|
126K
$9.78M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.7% |
$95.3K - $106K
|
70.8K
$5.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
1.18K+ 2.33% |
$94.8K - $105K
|
51.7K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
1.03K+ 3.56% |
$82.7K - $91.7K
|
29.8K
$2.32M
|
|
|
Mar 22, 2022
Q4 2021
|
Ascendant Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1K+ 6.67% |
$80.7K - $89.5K
|
16K
$1.25M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1KNew |
$80.7K - $89.5K
|
1K
$77.9K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1KNew |
$80.7K - $89.5K
|
1K
$77.9K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
1K+ 27.03% |
$80.7K - $89.5K
|
4.7K
$366K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
995+ 4.02% |
$80.3K - $89.1K
|
25.7K
$2M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
980+ 0.15% |
$79.1K - $87.7K
|
651K
$50.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
913+ 22.24% |
$73.7K - $81.7K
|
5.02K
$391K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
902+ 7.76% |
$72.8K - $80.7K
|
12.5K
$975K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
901+ 7.75% |
$72.7K - $80.6K
|
12.5K
$975K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
889New |
$71.7K - $79.6K
|
889
$69.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
859+ 2.78% |
$69.3K - $76.9K
|
31.7K
$2.47M
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
832+ 1.04% |
$67.1K - $74.5K
|
80.5K
$6.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
808New |
$65.2K - $72.3K
|
808
$62.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
800+ 2.37% |
$64.6K - $71.6K
|
34.6K
$2.69M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
749+ 4.79% |
$60.4K - $67K
|
16.4K
$1.28M
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
650+ 4.99% |
$52.5K - $58.2K
|
13.7K
$1.06M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
638+ 1.55% |
$51.5K - $57.1K
|
41.7K
$3.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
636+ 4.48% |
$51.3K - $56.9K
|
14.8K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
611New |
$49.3K - $54.7K
|
611
$47.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
605New |
$48.8K - $54.2K
|
605
$47.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
568+ 14.81% |
$45.8K - $50.8K
|
4.4K
$343K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
544+ 2.84% |
$43.9K - $48.7K
|
19.7K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
535+ 13.07% |
$43.2K - $47.9K
|
4.63K
$360K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
513+ 1.86% |
$41.4K - $45.9K
|
28.1K
$2.19M
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
505+ 0.98% |
$40.8K - $45.2K
|
52.1K
$4.06M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
500+ 500.0% |
$40.4K - $44.8K
|
600
$46.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
477+ 0.7% |
$38.5K - $42.7K
|
68.2K
$5.31M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
453+ 16.04% |
$36.6K - $40.5K
|
3.28K
$255K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
448New |
$36.2K - $40.1K
|
448
$34.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
423+ 5.57% |
$34.1K - $37.9K
|
8.02K
$624K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
415New |
$33.5K - $37.1K
|
415
$32.3K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
404+ 2.6% |
$32.6K - $36.2K
|
15.9K
$1.24M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
401+ 4.81% |
$32.4K - $35.9K
|
8.73K
$680K
|