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 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
393+ 3.54% |
$31.7K - $35.2K
|
11.5K
$895K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
377+ 17.41% |
$30.4K - $33.7K
|
2.54K
$198K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
350New |
$28.2K - $31.3K
|
350
$27.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
341+ 1.44% |
$27.5K - $30.5K
|
24K
$1.87M
|
|
|
Feb 03, 2022
Q4 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
294+ 1.19% |
$23.7K - $26.3K
|
25K
$1.95M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
269+ 4.81% |
$21.7K - $24.1K
|
5.86K
$456K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$20.2K - $22.4K
|
250
$19.5K
|
|
|
Feb 13, 2024
Q4 2021
|
United Community Bank
Greenville, SC |
BUY
|
- |
250+ 11.29% |
$20.2K - $22.4K
|
2.46K
$192K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
247+ 107.39% |
$19.9K - $22.1K
|
477
$37.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
244+ 34.86% |
$19.7K - $21.8K
|
944
$73.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
240New |
$19.4K - $21.5K
|
240
$18.7K
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
221+ 0.93% |
$17.8K - $19.8K
|
23.9K
$1.86M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
206+ 2.87% |
$16.6K - $18.4K
|
7.39K
$575K
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
196+ 3.19% |
$15.8K - $17.5K
|
6.34K
$493K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
192+ 0.61% |
$15.5K - $17.2K
|
31.7K
$2.47M
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
180New |
$14.5K - $16.1K
|
180
$14K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
163New |
$13.2K - $14.6K
|
163
$12.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
149+ 0.82% |
$12K - $13.3K
|
18.3K
$1.42M
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
140+ 16.57% |
$11.3K - $12.5K
|
985
$76.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
136+ 2.27% |
$11K - $12.2K
|
6.13K
$477K
|
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
135New |
$10.9K - $12.1K
|
135
$10.5K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
120+ 3.87% |
$9.68K - $10.7K
|
3.22K
$251K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
115+ 0.36% |
$9.28K - $10.3K
|
32.4K
$2.52M
|
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
BUY
|
- |
113+ 1.43% |
$9.12K - $10.1K
|
8.03K
$625K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
112+ 189.83% |
$9.04K - $10K
|
171
$13.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
110+ 0.77% |
$8.88K - $9.85K
|
14.4K
$1.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
100+ 0.36% |
$8.07K - $8.95K
|
28K
$2.18M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
98New |
$7.91K - $8.77K
|
98
$7.63K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
84+ 0.75% |
$6.78K - $7.52K
|
11.3K
$876K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
80+ 0.5% |
$6.46K - $7.16K
|
16.1K
$1.26M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
74+ 1.06% |
$5.97K - $6.62K
|
7.04K
$548K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
72+ 0.46% |
$5.81K - $6.44K
|
15.8K
$1.23M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
58+ 1.54% |
$4.68K - $5.19K
|
3.82K
$297K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
55+ 0.37% |
$4.44K - $4.92K
|
15.1K
$1.17M
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
53+ 1.87% |
$4.28K - $4.74K
|
2.88K
$224K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
48+ 0.53% |
$3.87K - $4.3K
|
9.19K
$715K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
43+ 1.21% |
$3.47K - $3.85K
|
3.58K
$279K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
33+ 0.33% |
$2.66K - $2.95K
|
9.89K
$770K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
27+ 0.28% |
$2.18K - $2.42K
|
9.56K
$744K
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
23+ 0.77% |
$1.86K - $2.06K
|
3.03K
$236K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
21+ 0.56% |
$1.69K - $1.88K
|
3.76K
$293K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
21+ 0.45% |
$1.69K - $1.88K
|
4.67K
$364K
|
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
20New |
$1.61K - $1.79K
|
20
$1.56K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16+ 1.13% |
$1.29K - $1.43K
|
1.44K
$112K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
15+ 0.1% |
$1.21K - $1.34K
|
14.4K
$1.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
14+ 0.35% |
$1.13K - $1.25K
|
4.01K
$312K
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13+ 0.15% |
$1.05K - $1.16K
|
8.51K
$663K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
13New |
$1.05K - $1.16K
|
13
$1.01K
|
|
|
Feb 10, 2022
Q4 2021
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
9+ 0.05% |
$726 - $806
|
17.7K
$1.37M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
9+ 0.17% |
$726 - $806
|
5.39K
$420K
|