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
Feb 09, 2022 Q4 2021
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-4.24K
- 53.76%
$342K - $379K
3.64K $293K
Jan 24, 2022 Q4 2021
Fieldpoint Private Securities, LLC

SELL
 -
-4.3K
- 25.88%
$347K - $385K
12.3K $992K
Jan 26, 2022 Q4 2021
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-4.64K
- 87.39%
$375K - $416K
670 $54K
Feb 02, 2022 Q4 2021
Banque Pictet & Cie Sa

SELL
 -
-4.72K
- 0.84%
$381K - $423K
558K $44.9M
Feb 10, 2022 Q4 2021
Jpmorgan Chase & CO

New York, NY
SELL
 -
-4.77K
- 6.56%
$385K - $427K
67.9K $5.47M
Feb 10, 2022 Q4 2021
Meristem Family Wealth, LLC

Minnetonka, MN
SELL
 -
-4.86K
- 66.03%
$392K - $435K
2.5K $201K
Jan 18, 2022 Q4 2021
Latitude Advisors, LLC

SELL
 -
-5.34K
- 30.1%
$431K - $478K
12.4K $999K
Feb 04, 2022 Q4 2021
Ntv Asset Management LLC

SELL
 -
-5.38K
- 3.89%
$434K - $482K
133K $10.7M
Feb 25, 2022 Q4 2021
Alpha Centric Advisors LLC

San Juan, PR
SELL
 -
-5.48K
Closed
$442K - $490K
0 $0
Feb 07, 2022 Q4 2021
Claraphi Advisory Network, LLC

SELL
 -
-5.57K
- 12.77%
$449K - $498K
38K $3.06M
Feb 10, 2022 Q4 2021
Flagship Harbor Advisors, LLC

SELL
 -
-6.07K
Closed
$490K - $543K
0 $0
Feb 16, 2022 Q4 2021
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-6.2K
- 17.86%
$500K - $555K
28.5K $2.3M
Jan 14, 2022 Q4 2021
Garrett Investment Advisors LLC

SELL
 -
-6.46K
Closed
$521K - $578K
0 $0
Feb 11, 2022 Q4 2021
Personal Cfo Solutions, LLC

SELL
 -
-6.49K
Closed
$524K - $581K
0 $0
Jan 04, 2022 Q4 2021
Silverleafe Capital Partners, LLC

Memphis, TN
SELL
 -
-7.31K
- 46.66%
$590K - $654K
8.36K $673K
Jan 18, 2022 Q4 2021
Kovack Advisors, Inc.

SELL
 -
-7.33K
- 43.49%
$592K - $656K
9.53K $767K
Feb 04, 2022 Q4 2021
Alpha Star Capital Management, LLC

SELL
 -
-7.89K
- 25.85%
$637K - $706K
22.6K $1.82M
Feb 15, 2022 Q4 2021
Belpointe Asset Management LLC

SELL
 -
-8.21K
- 48.31%
$662K - $735K
8.78K $707K
Jan 19, 2022 Q4 2021
Oxinas Partners Wealth Management LLC

SELL
 -
-8.8K
- 27.94%
$710K - $788K
22.7K $1.83M
Feb 14, 2022 Q4 2021
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-9.47K
- 6.37%
$764K - $848K
139K $11.2M
Jan 11, 2022 Q4 2021
Hbw Advisory Services LLC

SELL
 -
-9.76K
Closed
$788K - $874K
0 $0
Feb 10, 2022 Q4 2021
Csenge Advisory Group

SELL
 -
-9.88K
- 15.83%
$797K - $884K
52.5K $4.23M
Feb 02, 2022 Q4 2021
Castle Rock Wealth Management, LLC

SELL
 -
-9.9K
- 54.11%
$799K - $886K
8.4K $676K
Jan 31, 2022 Q4 2021
Mcdonald Partners LLC

SELL
 -
-10.9K
- 85.16%
$879K - $975K
1.9K $153K
Feb 10, 2022 Q4 2021
Private Advisor Group, LLC

SELL
 -
-11K
- 11.15%
$887K - $983K
87.6K $7.05M
Feb 14, 2022 Q4 2021
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-11.1K
Closed
$896K - $993K
0 $0
Feb 14, 2022 Q4 2021
Cynosure Management, LLC

Salt Lake City, UT
SELL
 -
-11.4K
- 35.09%
$916K - $1.02M
21K $1.69M
Feb 11, 2022 Q4 2021
True Private Wealth Advisors

SELL
 -
-11.5K
- 48.53%
$925K - $1.03M
12.2K $979K
Feb 02, 2022 Q4 2021
Chatham Capital Group, Inc.

SELL
 -
-11.9K
Closed
$956K - $1.06M
0 $0
Feb 10, 2022 Q4 2021
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-12.4K
- 80.24%
$1M - $1.11M
3.07K $247K
Jan 31, 2022 Q4 2021
Adviser Investments LLC

SELL
 -
-12.5K
Closed
$1.01M - $1.12M
0 $0
Feb 14, 2022 Q4 2021
Susquehanna International Group, LLP

Bala Cynwyd, PA
SELL
 -
-13.2K
- 40.67%
$1.07M - $1.18M
19.3K $1.55M
Jan 20, 2022 Q4 2021
Kestra Advisory Services, LLC

SELL
 -
-13.8K
- 5.65%
$1.12M - $1.24M
231K $18.6M
Jan 18, 2022 Q4 2021
David J Yvars Group

SELL
 -
-14.4K
- 17.99%
$1.16M - $1.29M
65.7K $5.29M
Feb 01, 2022 Q4 2021
Centaurus Financial, Inc.

SELL
 -
-14.5K
- 23.73%
$1.17M - $1.3M
46.8K $3.77M
Jan 25, 2022 Q4 2021
Montecito Bank & Trust

SELL
 -
-14.8K
- 10.85%
$1.19M - $1.32M
122K $9.79M
Jan 12, 2022 Q4 2021
Center For Asset Management LLC

SELL
 -
-14.9K
Closed
$1.2M - $1.33M
0 $0
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-15.3K
- 87.76%
$1.24M - $1.37M
2.14K $172K
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-15.4K
- 66.23%
$1.24M - $1.38M
7.85K $633K
Feb 14, 2022 Q4 2021
Money Concepts Capital Corp

SELL
 -
-15.7K
- 51.35%
$1.27M - $1.41M
14.9K $1.2M
Feb 11, 2022 Q4 2021
Golden State Equity Partners

South Coast Metro, CA
SELL
 -
-16.6K
Closed
$1.34M - $1.48M
0 $0
Feb 10, 2022 Q4 2021
Great Valley Advisor Group, Inc.

SELL
 -
-16.8K
Closed
$1.36M - $1.5M
0 $0
Jan 27, 2022 Q4 2021
Dorsey Wright & Associates

SELL
 -
-17K
Closed
$1.37M - $1.52M
0 $0
Jan 24, 2022 Q4 2021
Lex Aurum Advisors, LLC

SELL
 -
-17.8K
Closed
$1.44M - $1.59M
0 $0
Feb 11, 2022 Q4 2021
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-17.8K
- 80.74%
$1.44M - $1.59M
4.25K $342K
Feb 14, 2022 Q4 2021
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-19.7K
Closed
$1.59M - $1.76M
0 $0
Dec 11, 2023 Q4 2021
Burns Matteson Capital Management, LLC

Corning, NY
SELL
 -
-20.4K
Closed
$1.64M - $1.82M
0 $0
Feb 15, 2022 Q4 2021
Arrow Investment Advisors, LLC

Laurel, MD
SELL
 -
-21.2K
Closed
$1.71M - $1.9M
0 $0
Feb 04, 2022 Q4 2021
Clarity Financial LLC

SELL
 -
-21.4K
Closed
$1.73M - $1.92M
0 $0

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