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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
4.8K+ 8.62% |
$365K - $394K
|
60.4K
$4.51M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
4.69KNew |
$358K - $386K
|
4.69K
$350K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
4.43KNew |
$338K - $365K
|
4.43K
$331K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.28K+ 4.54% |
$326K - $352K
|
98.5K
$7.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
4.24KNew |
$323K - $348K
|
4.24K
$316K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.04KNew |
$308K - $332K
|
4.04K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.03KNew |
$307K - $332K
|
4.03K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
3.96KNew |
$302K - $326K
|
3.96K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.87K+ 48.01% |
$295K - $318K
|
11.9K
$890K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.72K+ 24.73% |
$283K - $306K
|
18.8K
$1.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.63KNew |
$276K - $298K
|
3.63K
$271K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.58KNew |
$273K - $295K
|
3.58K
$267K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.43KNew |
$261K - $282K
|
3.43K
$256K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.43KNew |
$261K - $282K
|
3.43K
$256K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
3.32KNew |
$253K - $273K
|
3.32K
$248K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.25K+ 55.29% |
$248K - $267K
|
9.12K
$681K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.24K+ 18.46% |
$247K - $266K
|
20.8K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.15KNew |
$240K - $259K
|
3.15K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.12KNew |
$238K - $257K
|
3.12K
$233K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.05K+ 15.8% |
$233K - $251K
|
22.4K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.98K+ 43.79% |
$227K - $245K
|
9.79K
$731K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.89K+ 18.0% |
$220K - $238K
|
19K
$1.42M
|
|
|
Apr 11, 2025
Q4 2024
|
Cooper Capital Advisors LLC
Encinitas, CA |
BUY
|
- |
2.81KNew |
$214K - $231K
|
2.81K
$210K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
2.64KNew |
$201K - $217K
|
2.64K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.6K+ 29.93% |
$198K - $214K
|
11.3K
$843K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.59KNew |
$198K - $213K
|
2.59K
$193K
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.58KNew |
$196K - $212K
|
2.58K
$192K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.53KNew |
$193K - $208K
|
2.53K
$189K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.41K+ 17.48% |
$183K - $198K
|
16.2K
$1.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.39K+ 28.63% |
$182K - $196K
|
10.7K
$801K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
2.01K+ 19.94% |
$153K - $165K
|
12.1K
$900K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.96KNew |
$149K - $161K
|
1.96K
$146K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.82K+ 0.9% |
$139K - $150K
|
205K
$15.3M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
1.51K+ 16.45% |
$115K - $124K
|
10.7K
$795K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
1.28K+ 11.41% |
$97.5K - $105K
|
12.5K
$932K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.27K+ 4.92% |
$96.4K - $104K
|
27K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
1.25KNew |
$95.2K - $103K
|
1.25K
$93.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.2K+ 7.85% |
$91.5K - $98.7K
|
16.5K
$1.23M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.11KNew |
$84.7K - $91.4K
|
1.11K
$82.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.09K+ 1.0% |
$82.7K - $89.2K
|
110K
$8.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.02K+ 15.29% |
$77.4K - $83.6K
|
7.66K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
975+ 14.28% |
$74.3K - $80.2K
|
7.8K
$582K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
925+ 4.53% |
$70.5K - $76.1K
|
21.3K
$1.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Estate Counselors, LLC
|
BUY
|
- |
892+ 0.81% |
$68K - $73.4K
|
111K
$8.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
884+ 28.64% |
$67.4K - $72.7K
|
3.97K
$296K
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
861+ 16.65% |
$65.6K - $70.8K
|
6.03K
$450K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
837+ 1.67% |
$63.8K - $68.8K
|
50.9K
$3.8M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
816+ 26.22% |
$62.2K - $67.1K
|
3.93K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
770+ 1.1% |
$58.7K - $63.3K
|
70.9K
$5.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
769+ 5.68% |
$58.6K - $63.2K
|
14.3K
$1.07M
|