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 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-308- 3.98% |
$23.5K - $25.3K
|
7.44K
$598K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-408- 3.03% |
$31.1K - $33.6K
|
13.1K
$1.05M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-413- 1.49% |
$31.5K - $34K
|
27.3K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-452- 1.85% |
$34.4K - $37.2K
|
24K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-467- 1.91% |
$35.6K - $38.4K
|
24K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-483- 5.16% |
$36.8K - $39.7K
|
8.88K
$715K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-488- 9.65% |
$37.2K - $40.1K
|
4.57K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-521- 4.93% |
$39.7K - $42.8K
|
10K
$808K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-591- 1.75% |
$45K - $48.6K
|
33.1K
$2.66M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-614- 11.71% |
$46.8K - $50.5K
|
4.63K
$372K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-630- 85.14% |
$48K - $51.8K
|
110
$8.85K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-665- 15.95% |
$50.7K - $54.7K
|
3.5K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-695- 5.98% |
$53K - $57.2K
|
10.9K
$879K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-795- 5.69% |
$60.6K - $65.4K
|
13.2K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-800- 14.88% |
$61K - $65.8K
|
4.58K
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-848- 2.77% |
$64.6K - $69.7K
|
29.8K
$2.39M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-938- 1.02% |
$71.5K - $77.1K
|
91.2K
$7.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-957- 1.25% |
$72.9K - $78.7K
|
75.9K
$6.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-971- 3.56% |
$74K - $79.9K
|
26.3K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-1.22K- 4.11% |
$92.9K - $100K
|
28.5K
$2.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.31K- 1.3% |
$100K - $108K
|
99.6K
$8.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.31K- 4.64% |
$100K - $108K
|
27K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.41K- 2.53% |
$107K - $116K
|
54.2K
$4.36M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.44K- 3.38% |
$109K - $118K
|
41.1K
$3.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.55K- 5.09% |
$118K - $127K
|
28.9K
$2.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.9K- 15.89% |
$145K - $157K
|
10.1K
$810K
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.04K- 5.69% |
$156K - $168K
|
33.9K
$2.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 16.11% |
$163K - $176K
|
11.2K
$897K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.19K- 1.91% |
$167K - $180K
|
112K
$9.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.23K- 1.78% |
$170K - $183K
|
123K
$9.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.5K- 99.92% |
$190K - $205K
|
2
$161
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.62K- 22.09% |
$200K - $215K
|
9.24K
$743K
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.77K- 14.71% |
$211K - $228K
|
16.1K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 11.14% |
$219K - $236K
|
22.9K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.02K- 2.5% |
$230K - $248K
|
118K
$9.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.12K- 11.12% |
$237K - $256K
|
24.9K
$2M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.62K- 7.17% |
$276K - $298K
|
46.9K
$3.77M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.75K- 33.29% |
$285K - $308K
|
7.51K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.84K- 23.46% |
$293K - $316K
|
12.5K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-5.18K- 38.36% |
$395K - $426K
|
8.32K
$670K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-5.49K- 8.82% |
$418K - $451K
|
56.7K
$4.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-5.55K- 27.73% |
$423K - $456K
|
14.5K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-5.72K- 4.85% |
$436K - $470K
|
112K
$9.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-6K- 35.65% |
$457K - $493K
|
10.8K
$872K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-6.89K- 20.79% |
$525K - $566K
|
26.2K
$2.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-8.28K- 47.32% |
$631K - $681K
|
9.22K
$742K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-8.68K- 18.53% |
$662K - $714K
|
38.2K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-12.9K- 55.13% |
$982K - $1.06M
|
10.5K
$844K
|
|
|
Jan 21, 2025
Q4 2024
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-16.3K- 63.44% |
$1.24M - $1.34M
|
9.4K
$756K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.8K- 2.93% |
$1.89M - $2.04M
|
822K
$66.2M
|