Purchases and Sales Made in Q4 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 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
Jan 28, 2022 Q4 2021
Bank Of The West

SELL
 -
-1.16K
- 7.25%
$93.6K - $104K
14.8K $1.16M
Feb 07, 2022 Q4 2021
Windsor Capital Management, LLC

SELL
 -
-1.2K
- 1.34%
$96.9K - $108K
88.2K $6.86M
Feb 11, 2022 Q4 2021
Dcm Advisors, LLC

New York, NY
SELL
 -
-1.22K
Closed
$98.5K - $109K
0 $0
Feb 09, 2022 Q4 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-1.24K
- 2.92%
$99.7K - $111K
41.1K $3.2M
Feb 11, 2022 Q4 2021
Financial Gravity Asset Management, Inc.

SELL
 -
-1.24K
- 9.86%
$100K - $111K
11.4K $885K
Feb 14, 2022 Q4 2021
Mcf Advisors LLC

Covington, KY
SELL
 -
-1.3K
Closed
$105K - $116K
0 $0
Feb 08, 2022 Q4 2021
Ranch Capital Advisors Inc.

Sarasota, FL
SELL
 -
-1.31K
Closed
$105K - $117K
0 $0
Mar 15, 2022 Q4 2021
Pinnacle Wealth Management Group, Inc.

SELL
 -
-1.41K
- 27.33%
$114K - $127K
3.76K $293K
Feb 01, 2022 Q4 2021
Occidental Asset Management, LLC

SELL
 -
-1.43K
- 5.1%
$115K - $128K
26.6K $2.07M
Feb 02, 2022 Q4 2021
Pinnacle Associates LTD

SELL
 -
-1.46K
- 6.86%
$118K - $131K
19.9K $1.55M
Feb 14, 2022 Q4 2021
Sei Investments CO

Oaks, PA
SELL
 -
-1.5K
- 1.35%
$121K - $134K
109K $8.51M
Feb 11, 2022 Q4 2021
Garrett Wealth Advisory Group, LLC

SELL
 -
-1.56K
- 18.78%
$126K - $140K
6.76K $526K
Feb 10, 2022 Q4 2021
Midwest Professional Planners, Ltd.

Wausau, WI
SELL
 -
-1.6K
- 5.89%
$129K - $143K
25.5K $1.99M
Feb 01, 2022 Q4 2021
Hedeker Wealth, LLC

SELL
 -
-1.68K
- 1.36%
$135K - $150K
122K $9.49M
Feb 02, 2022 Q4 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-1.68K
- 1.39%
$136K - $150K
119K $9.27M
Feb 11, 2022 Q4 2021
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-1.71K
- 30.83%
$138K - $153K
3.84K $299K
Jan 21, 2022 Q4 2021
Huntington National Bank

Columbus, OH
SELL
 -
-1.73K
- 0.77%
$139K - $154K
223K $17.3M
Feb 08, 2022 Q4 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-1.75K
- 1.55%
$141K - $157K
111K $8.64M
Jan 20, 2022 Q4 2021
Minot Wealth Management LLC

SELL
 -
-1.84K
- 6.39%
$148K - $165K
26.9K $2.1M
Feb 07, 2022 Q4 2021
Crew Capital Management, Ltd.

SELL
 -
-1.95K
- 3.67%
$157K - $175K
51.3K $3.99M
Feb 07, 2022 Q4 2021
Advisors Preferred, LLC

Rockville, MD
SELL
 -
-2.04K
Closed
$164K - $182K
0 $0
Jan 26, 2022 Q4 2021
Great Diamond Partners, LLC

SELL
 -
-2.15K
- 12.61%
$174K - $193K
14.9K $1.16M
Feb 17, 2022 Q4 2021
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-2.23K
- 2.56%
$180K - $200K
85.1K $6.63M
Jan 21, 2022 Q4 2021
Clear Creek Financial Management, LLC

SELL
 -
-2.34K
- 15.74%
$189K - $209K
12.5K $974K
Feb 10, 2022 Q4 2021
Prospera Financial Services Inc

SELL
 -
-2.38K
- 10.77%
$192K - $213K
19.7K $1.53M
Jan 27, 2022 Q4 2021
Vaughan & CO Securities, Inc.

SELL
 -
-2.38K
Closed
$192K - $213K
0 $0
Feb 10, 2022 Q4 2021
Davenport & CO LLC

SELL
 -
-2.39K
Closed
$193K - $214K
0 $0
Jan 31, 2022 Q4 2021
Klingenstein Fields & CO LP

SELL
 -
-2.4K
Closed
$194K - $215K
0 $0
Feb 10, 2022 Q4 2021
Nwam LLC

Mercer Island, WA
SELL
 -
-2.42K
Closed
$196K - $217K
0 $0
Jan 21, 2022 Q4 2021
Pfg Advisors

SELL
 -
-2.43K
Closed
$196K - $217K
0 $0
Jan 21, 2022 Q4 2021
Beacon Financial Advisory LLC

SELL
 -
-2.47K
Closed
$199K - $221K
0 $0
Jan 20, 2022 Q4 2021
Herold Advisors, Inc.

SELL
 -
-2.5K
- 14.17%
$202K - $224K
15.1K $1.18M
Feb 15, 2022 Q4 2021
Chicago Partners Investment Group LLC

SELL
 -
-2.57K
- 3.88%
$207K - $230K
63.7K $4.96M
Feb 02, 2022 Q4 2021
Ken Fisher Fisher Asset Management, LLC | Camas, Wa
SELL
 -
-2.67K
Closed
$215K - $239K
0 $0
Feb 10, 2022 Q4 2021
Old Mission Capital LLC

SELL
 -
-2.78K
Closed
$224K - $249K
0 $0
Feb 02, 2022 Q4 2021
Mv Capital Management, Inc.

SELL
 -
-2.87K
- 8.88%
$231K - $256K
29.4K $2.29M
Jul 09, 2024 Q4 2021
Strategic Financial Partners, Ltd.

Bend, OR
SELL
 -
-3.05K
Closed
$246K - $273K
0 $0
Jan 18, 2022 Q4 2021
Trilogy Capital Inc.

SELL
 -
-3.18K
Closed
$257K - $285K
0 $0
Jan 28, 2022 Q4 2021
Moloney Securities Asset Management, LLC

SELL
 -
-3.28K
- 28.91%
$265K - $293K
8.06K $627K
Feb 02, 2022 Q4 2021
Wesbanco Bank Inc

SELL
 -
-3.36K
- 9.8%
$271K - $301K
30.9K $2.41M
Jan 27, 2022 Q4 2021
Quattro Financial Advisors LLC

SELL
 -
-3.52K
Closed
$284K - $315K
0 $0
Apr 19, 2024 Q4 2021
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-3.59K
Closed
$290K - $321K
0 $0
Jan 24, 2022 Q4 2021
Virtue Capital Management, LLC

Brentwood, TN
SELL
 -
-3.77K
- 52.48%
$304K - $337K
3.41K $266K
Feb 14, 2022 Q4 2021
Prudential Financial Inc

Newark, NJ
SELL
 -
-3.9K
- 2.34%
$315K - $349K
163K $12.7M
Feb 04, 2022 Q4 2021
Pictet North America Advisors Sa

SELL
 -
-3.97K
- 0.71%
$321K - $356K
554K $43.1M
Feb 14, 2022 Q4 2021
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-4.05K
- 35.49%
$327K - $362K
7.36K $573K
Feb 11, 2022 Q4 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-4.07K
- 19.21%
$328K - $364K
17.1K $1.33M
Feb 08, 2022 Q4 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-4.1K
- 3.41%
$331K - $367K
116K $9.03M
Jan 21, 2022 Q4 2021
International Assets Investment Management, LLC

Orlando, FL
SELL
 -
-4.11K
- 6.09%
$332K - $368K
63.5K $4.94M

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