Purchases and Sales Made in Q4 2024 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q4 2024. 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 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.58KNew |
$273K - $295K
|
3.58K
$288K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.43KNew |
$261K - $282K
|
3.43K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.15KNew |
$240K - $259K
|
3.15K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.05K+ 15.8% |
$233K - $251K
|
22.4K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 43.79% |
$227K - $245K
|
9.79K
$788K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.89K+ 18.0% |
$220K - $238K
|
19K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.64KNew |
$201K - $217K
|
2.64K
$212K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.6K+ 29.93% |
$198K - $214K
|
11.3K
$908K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.58KNew |
$196K - $212K
|
2.58K
$207K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.39K+ 28.63% |
$182K - $196K
|
10.7K
$864K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.01K+ 19.94% |
$153K - $165K
|
12.1K
$970K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.96KNew |
$149K - $161K
|
1.96K
$157K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.82K+ 0.9% |
$139K - $150K
|
205K
$16.5M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.51K+ 16.45% |
$115K - $124K
|
10.7K
$857K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.28K+ 11.41% |
$97.5K - $105K
|
12.5K
$1M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.09K+ 1.0% |
$82.7K - $89.2K
|
110K
$8.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.02K+ 15.29% |
$77.4K - $83.6K
|
7.66K
$616K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
925+ 4.53% |
$70.5K - $76.1K
|
21.3K
$1.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
861+ 16.65% |
$65.6K - $70.8K
|
6.03K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
837+ 1.67% |
$63.8K - $68.8K
|
50.9K
$4.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
596+ 1.24% |
$45.4K - $49K
|
48.6K
$3.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
547New |
$41.7K - $45K
|
547
$44K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
542+ 15.27% |
$41.3K - $44.6K
|
4.09K
$329K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
471+ 5.05% |
$35.9K - $38.7K
|
9.8K
$789K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 6.42% |
$32.5K - $35.1K
|
7.07K
$569K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
407+ 13.07% |
$31K - $33.5K
|
3.52K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
398+ 8.6% |
$30.3K - $32.7K
|
5.03K
$404K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
372+ 1.58% |
$28.4K - $30.6K
|
23.9K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
366+ 2.98% |
$27.9K - $30.1K
|
12.6K
$1.02M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
346New |
$26.4K - $28.5K
|
346
$27.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
335+ 2.71% |
$25.5K - $27.6K
|
12.7K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
322+ 4.59% |
$24.5K - $26.5K
|
7.34K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
288+ 2.71% |
$21.9K - $23.7K
|
10.9K
$877K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
282+ 0.37% |
$21.5K - $23.2K
|
77.3K
$6.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
278+ 0.74% |
$21.2K - $22.9K
|
38.1K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
254+ 117.05% |
$19.4K - $20.9K
|
471
$37.9K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
249+ 1.5% |
$19K - $20.5K
|
16.9K
$1.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
215+ 1.11% |
$16.4K - $17.7K
|
19.6K
$1.57M
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
194+ 0.66% |
$14.8K - $16K
|
29.6K
$2.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
193+ 5.94% |
$14.7K - $15.9K
|
3.44K
$277K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
184+ 1.93% |
$14K - $15.1K
|
9.73K
$783K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
183+ 6.4% |
$13.9K - $15K
|
3.04K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
165+ 0.36% |
$12.6K - $13.6K
|
46.4K
$3.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
156+ 1.58% |
$11.9K - $12.8K
|
10.1K
$809K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
154+ 2.83% |
$11.7K - $12.7K
|
5.59K
$450K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
149+ 0.1% |
$11.4K - $12.3K
|
155K
$12.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
114+ 1.33% |
$8.69K - $9.38K
|
8.67K
$698K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
109+ 1.25% |
$8.31K - $8.96K
|
8.8K
$708K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66New |
$5.03K - $5.43K
|
66
$5.31K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
64+ 0.37% |
$4.88K - $5.26K
|
17.2K
$1.38M
|