Purchases and Sales Made in Q4 2022 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 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 10, 2023 Q4 2022
Sei Investments CO

Oaks, PA
SELL
 -
-1.95K
- 29.14%
$122K - $130K
4.74K $369K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
SELL
 -
-2.02K
- 76.86%
$127K - $136K
609 $47.4K
Jan 25, 2023 Q4 2022
Spectrum Wealth Advisory Group, LLC

SELL
 -
-2.03K
- 13.4%
$127K - $136K
13.1K $1.02M
Jan 24, 2023 Q4 2022
Koshinski Asset Management, Inc.

SELL
 -
-2.03K
- 24.6%
$128K - $136K
6.22K $484K
Feb 01, 2023 Q4 2022
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-2.04K
- 2.87%
$128K - $136K
68.9K $5.36M
Jan 23, 2023 Q4 2022
Jmac Enterprises LLC

SELL
 -
-2.08K
- 5.09%
$131K - $139K
38.7K $3.01M
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-2.1K
- 5.96%
$132K - $141K
33.2K $2.59M
Feb 08, 2023 Q4 2022
Ntv Asset Management LLC

SELL
 -
-2.2K
- 1.71%
$138K - $147K
126K $9.84M
Feb 09, 2023 Q4 2022
Citigroup Inc

SELL
 -
-2.3K
- 4.5%
$144K - $154K
48.7K $3.79M
Jan 26, 2023 Q4 2022
Howard Wealth Management, LLC

Madison, CT
SELL
 -
-2.33K
- 8.38%
$147K - $156K
25.5K $1.99M
Feb 10, 2023 Q4 2022
Cavalier Investments, LLC

SELL
 -
-2.39K
- 5.01%
$150K - $160K
45.2K $3.52M
Feb 13, 2023 Q4 2022
Banco Santander, S.A.

SELL
 -
-2.48K
- 15.05%
$156K - $166K
14K $1.09M
Feb 14, 2023 Q4 2022
Apexium Financial, LP

SELL
 -
-2.81K
- 17.14%
$177K - $188K
13.6K $1.06M
Feb 09, 2023 Q4 2022
Mirae Asset Global Investments Co., Ltd.

SELL
 -
-2.84K
- 7.97%
$179K - $190K
32.8K $2.55M
Apr 19, 2024 Q4 2022
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
SELL
 -
-3.23K
Closed
$203K - $216K
0 $0
Jan 30, 2023 Q4 2022
Geneos Wealth Management Inc.

SELL
 -
-3.29K
- 7.41%
$207K - $221K
41.1K $3.2M
Feb 13, 2023 Q4 2022
Afg Fiduciary Services Limited Partnership

Hingham, MA
SELL
 -
-3.52K
- 17.82%
$221K - $236K
16.2K $1.26M
Jan 13, 2023 Q4 2022
Windsor Capital Management, LLC

SELL
 -
-4K
- 3.77%
$252K - $268K
102K $7.96M
Jan 20, 2023 Q4 2022
Montecito Bank & Trust

SELL
 -
-4.09K
- 11.89%
$257K - $274K
30.3K $2.36M
Feb 14, 2023 Q4 2022
Ameriprise Financial Inc

Minneapolis, MN
SELL
 -
-4.21K
- 0.7%
$265K - $282K
601K $46.8M
Feb 06, 2023 Q4 2022
Robbins Farley LLC

Manchester, NH
SELL
 -
-4.29K
- 83.17%
$270K - $287K
868 $67.6K
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
SELL
 -
-4.29K
- 22.03%
$270K - $288K
15.2K $1.18M
Feb 13, 2023 Q4 2022
Baker Avenue Asset Management, LP

SELL
 -
-4.36K
- 72.81%
$274K - $292K
1.63K $127K
Feb 08, 2023 Q4 2022
Lfa Lugano Financial Advisors Sa

SELL
 -
-4.48K
- 17.88%
$282K - $300K
20.6K $1.6M
Jan 25, 2023 Q4 2022
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-4.73K
- 26.39%
$298K - $317K
13.2K $1.03M
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

SELL
 -
-4.91K
- 43.43%
$309K - $329K
6.4K $498K
Jul 24, 2024 Q4 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-5.3K
- 15.77%
$333K - $355K
28.3K $2.2M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-5.37K
- 8.27%
$338K - $360K
59.5K $4.64M
Feb 08, 2023 Q4 2022
Raymond James & Associates

St Petersburg, FL
SELL
 -
-5.6K
- 4.63%
$352K - $375K
115K $8.98M
Feb 14, 2023 Q4 2022
Royal Bank Of Canada

Toronto, A6
SELL
 -
-5.62K
- 1.25%
$354K - $377K
446K $34.7M
Feb 13, 2023 Q4 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-5.64K
- 9.08%
$355K - $378K
56.5K $4.4M
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-5.76K
- 2.74%
$362K - $386K
204K $15.9M
Feb 07, 2023 Q4 2022
Lpl Financial LLC

Fort Mill, SC
SELL
 -
-5.92K
- 0.6%
$372K - $397K
981K $76.4M
Feb 07, 2023 Q4 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-6.03K
- 4.83%
$379K - $404K
119K $9.24M
Feb 01, 2023 Q4 2022
Schneider Downs Wealth Management Advisors, LP

SELL
 -
-6.17K
- 65.78%
$388K - $413K
3.21K $250K
Feb 10, 2023 Q4 2022
Centaurus Financial, Inc.

SELL
 -
-6.36K
- 23.51%
$400K - $426K
20.7K $1.61M
Feb 06, 2023 Q4 2022
Sterling Investment Advisors, Ltd.

SELL
 -
-6.64K
- 9.74%
$417K - $445K
61.5K $4.78M
Feb 13, 2023 Q4 2022
Icapital Wealth LLC

Walnut Creek, CA
SELL
 -
-6.68K
- 22.15%
$420K - $448K
23.5K $1.83M
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

SELL
 -
-7.08K
- 24.36%
$445K - $474K
22K $1.71M
Jan 18, 2023 Q4 2022
Webster Bank, N. A.

SELL
 -
-8.07K
- 24.18%
$507K - $540K
25.3K $1.97M
Feb 13, 2023 Q4 2022
Overbrook Management Corp

New York, NY
SELL
 -
-8.44K
- 22.64%
$531K - $565K
28.8K $2.24M
Feb 10, 2023 Q4 2022
Csenge Advisory Group

SELL
 -
-8.52K
- 10.1%
$536K - $571K
75.9K $5.91M
Feb 10, 2023 Q4 2022
Seldon Capital LP

San Francisco, CA
SELL
 -
-8.7K
- 57.07%
$547K - $583K
6.54K $509K
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

SELL
 -
-9.5K
- 3.87%
$597K - $636K
236K $18.4M
Jan 31, 2023 Q4 2022
Bank Of The West

SELL
 -
-9.71K
- 25.72%
$611K - $651K
28K $2.18M
Feb 13, 2023 Q4 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-10.1K
- 19.18%
$633K - $674K
42.4K $3.3M
Jan 30, 2023 Q4 2022
James Investment Research Inc

SELL
 -
-10.3K
- 71.73%
$646K - $689K
4.05K $315K
Feb 10, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-10.3K
- 63.96%
$647K - $689K
5.79K $451K
Dec 13, 2023 Q4 2022
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-10.3K
- 63.96%
$647K - $689K
5.79K $451K

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