Purchases and Sales Made in Q4 2022 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q4 2022. 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 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.1K+ 2.31% |
$132K - $140K
|
93K
$7.24M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.95K+ 48.69% |
$123K - $131K
|
5.96K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.7K+ 2.2% |
$107K - $114K
|
79K
$6.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.57K+ 54.98% |
$98.9K - $105K
|
4.43K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.56K+ 27.2% |
$98.4K - $105K
|
7.31K
$569K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.5KNew |
$94.5K - $101K
|
1.5K
$117K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.5KNew |
$94.4K - $101K
|
1.5K
$117K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.45K+ 20.41% |
$91.1K - $97.1K
|
8.55K
$665K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.44K+ 27.9% |
$90.4K - $96.3K
|
6.59K
$513K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.43K+ 6.05% |
$90K - $95.9K
|
25.1K
$1.95M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.37K+ 14.8% |
$86.4K - $92K
|
10.7K
$829K
|
|
|
May 17, 2024
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.36K+ 165.85% |
$85.5K - $91.1K
|
2.18K
$170K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.33KNew |
$83.6K - $89.1K
|
1.33K
$103K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
1.31K+ 3.81% |
$82.4K - $87.8K
|
35.7K
$2.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.21KNew |
$76.4K - $81.4K
|
1.21K
$94.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.21K+ 12.9% |
$75.8K - $80.7K
|
10.5K
$821K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.2K+ 7.6% |
$75.2K - $80.1K
|
16.9K
$1.32M
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
1.16K+ 10.96% |
$72.8K - $77.6K
|
11.7K
$913K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.13KNew |
$71.2K - $75.9K
|
1.13K
$88.1K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.07K+ 5.22% |
$67.1K - $71.4K
|
21.5K
$1.67M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
1.05K+ 5.06% |
$65.7K - $70K
|
21.7K
$1.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.03K+ 0.1% |
$64.8K - $69K
|
1.09M
$84.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
932+ 52.98% |
$58.6K - $62.5K
|
2.69K
$209K
|
|
|
Feb 10, 2023
Q4 2022
|
Cim, LLC
|
BUY
|
- |
897+ 2.49% |
$56.4K - $60.1K
|
36.9K
$2.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
873New |
$54.9K - $58.5K
|
873
$68K
|
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
BUY
|
- |
873+ 2.64% |
$54.9K - $58.5K
|
33.9K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
839+ 6.89% |
$52.8K - $56.2K
|
13K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
818+ 0.7% |
$51.5K - $54.8K
|
117K
$9.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
816New |
$51.3K - $54.7K
|
816
$63.5K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
790+ 4.77% |
$49.7K - $52.9K
|
17.3K
$1.35M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
632New |
$39.8K - $42.4K
|
632
$49.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
613New |
$38.6K - $41.1K
|
613
$47.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
609New |
$38.3K - $40.8K
|
609
$47.4K
|
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
606+ 1.75% |
$38.1K - $40.6K
|
35.2K
$2.74M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
604New |
$38K - $40.5K
|
604
$47K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
590+ 6.63% |
$37.1K - $39.5K
|
9.49K
$738K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
560New |
$35.2K - $37.5K
|
560
$43.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
532+ 2.62% |
$33.5K - $35.6K
|
20.9K
$1.62M
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
508+ 0.76% |
$32K - $34K
|
67.8K
$5.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
500New |
$31.5K - $33.5K
|
500
$38.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
480+ 8.22% |
$30.2K - $32.2K
|
6.32K
$492K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
443+ 3.99% |
$27.9K - $29.7K
|
11.5K
$899K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
438New |
$27.6K - $29.4K
|
438
$34.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
426New |
$26.8K - $28.5K
|
426
$33.2K
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
400+ 11.49% |
$25.2K - $26.8K
|
3.88K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
388+ 2.15% |
$24.4K - $26K
|
18.5K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
380New |
$23.9K - $25.5K
|
380
$29.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
351New |
$22.1K - $23.5K
|
351
$27.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
343+ 623.64% |
$21.6K - $23K
|
398
$31K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
336New |
$21.1K - $22.5K
|
336
$26.2K
|