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 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
97New |
$7.39K - $7.98K
|
97
$7.74K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
94New |
$7.16K - $7.73K
|
94
$7.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66New |
$5.03K - $5.43K
|
66
$5.26K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
64+ 0.37% |
$4.88K - $5.26K
|
17.2K
$1.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$4.65K - $5.02K
|
61
$4.87K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
59+ 0.52% |
$4.5K - $4.85K
|
11.5K
$918K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
59+ 0.03% |
$4.5K - $4.85K
|
189K
$15.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
54+ 0.62% |
$4.12K - $4.44K
|
8.7K
$694K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
51+ 0.27% |
$3.89K - $4.19K
|
19.3K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
51+ 0.52% |
$3.89K - $4.19K
|
9.82K
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44+ 0.75% |
$3.35K - $3.62K
|
5.88K
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
38+ 0.69% |
$2.9K - $3.13K
|
5.51K
$440K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
35+ 0.18% |
$2.67K - $2.88K
|
19.9K
$1.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
34+ 0.17% |
$2.59K - $2.8K
|
19.6K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
33+ 1.19% |
$2.51K - $2.71K
|
2.8K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
32+ 0.57% |
$2.44K - $2.63K
|
5.68K
$453K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
27+ 168.75% |
$2.06K - $2.22K
|
43
$3.43K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26+ 5.58% |
$1.98K - $2.14K
|
492
$39.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
26+ 0.5% |
$1.98K - $2.14K
|
5.23K
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
25New |
$1.91K - $2.06K
|
25
$1.99K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
25+ 0.83% |
$1.91K - $2.06K
|
3.04K
$242K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20New |
$1.52K - $1.64K
|
20
$1.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.47% |
$1.52K - $1.64K
|
4.28K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.45% |
$991 - $1.07K
|
2.92K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.34% |
$838 - $905
|
3.29K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9+ 0.26% |
$686 - $740
|
3.43K
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 2.96% |
$610 - $658
|
278
$22.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
7+ 0.11% |
$533 - $576
|
6.27K
$500K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.81% |
$457 - $493
|
750
$59.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
5+ 0.07% |
$381 - $411
|
7.06K
$563K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5+ 0.12% |
$381 - $411
|
4.34K
$346K
|
|
|
Feb 13, 2025
Q4 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4+ 0.08% |
$305 - $329
|
5.17K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 0.29% |
$305 - $329
|
1.38K
$110K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4New |
$305 - $329
|
4
$319
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4+ 0.62% |
$305 - $329
|
645
$51.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.57% |
$229 - $247
|
526
$42K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3+ 0.28% |
$229 - $247
|
1.06K
$84.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2+ 0.03% |
$152 - $164
|
6.11K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2+ 0.06% |
$152 - $164
|
3.28K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2+ 0.92% |
$152 - $164
|
220
$17.5K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.24% |
$152 - $164
|
826
$65.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$76.2 - $82.2
|
222K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 1.05% |
$76.2 - $82.2
|
96
$7.66K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.7% |
$76.2 - $82.2
|
38
$3.03K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-11- 0.35% |
$838 - $905
|
3.1K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-14- 0.38% |
$1.07K - $1.15K
|
3.67K
$293K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-15- 0.93% |
$1.14K - $1.23K
|
1.59K
$127K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-20- 0.37% |
$1.52K - $1.64K
|
5.43K
$433K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-22- 0.67% |
$1.68K - $1.81K
|
3.25K
$259K
|