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
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-511- 1.67% |
$38.9K - $42K
|
30.2K
$2.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-521- 4.93% |
$39.7K - $42.8K
|
10K
$750K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-590- 1.13% |
$45K - $48.5K
|
51.5K
$3.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-591- 1.75% |
$45K - $48.6K
|
33.1K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-614- 11.71% |
$46.8K - $50.5K
|
4.63K
$345K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-630- 85.14% |
$48K - $51.8K
|
110
$8.21K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-633- 2.93% |
$48.2K - $52.1K
|
21K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-665- 15.95% |
$50.7K - $54.7K
|
3.5K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-695- 5.98% |
$53K - $57.2K
|
10.9K
$816K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-716- 0.64% |
$54.6K - $58.9K
|
112K
$8.32M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-720- 15.88% |
$54.9K - $59.2K
|
3.82K
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-795- 5.69% |
$60.6K - $65.4K
|
13.2K
$984K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-800- 14.88% |
$61K - $65.8K
|
4.58K
$342K
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-848- 2.77% |
$64.6K - $69.7K
|
29.8K
$2.22M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-921- 0.42% |
$70.2K - $75.7K
|
221K
$16.5M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-938- 1.02% |
$71.5K - $77.1K
|
91.2K
$6.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-957- 1.25% |
$72.9K - $78.7K
|
75.9K
$5.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-971- 3.56% |
$74K - $79.9K
|
26.3K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-1.22K- 4.11% |
$92.9K - $100K
|
28.5K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.31K- 1.3% |
$100K - $108K
|
99.6K
$7.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.31K- 4.64% |
$100K - $108K
|
27K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.32K- 6.44% |
$100K - $108K
|
19.1K
$1.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.41K- 2.53% |
$107K - $116K
|
54.2K
$4.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-1.44K- 3.38% |
$109K - $118K
|
41.1K
$3.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.55K- 5.09% |
$118K - $127K
|
28.9K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.58K- 26.59% |
$120K - $130K
|
4.36K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.83K- 5.16% |
$140K - $151K
|
33.7K
$2.51M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-1.9K- 15.89% |
$145K - $157K
|
10.1K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.98K- 0.08% |
$151K - $162K
|
2.52M
$188M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-2.04K- 5.69% |
$156K - $168K
|
33.9K
$2.53M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 16.11% |
$163K - $176K
|
11.2K
$832K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.19K- 1.91% |
$167K - $180K
|
112K
$8.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-2.23K- 1.78% |
$170K - $183K
|
123K
$9.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.28K- 10.55% |
$173K - $187K
|
19.3K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.5K- 99.92% |
$190K - $205K
|
2
$149
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.62K- 22.09% |
$200K - $215K
|
9.24K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-2.64K- 19.15% |
$201K - $217K
|
11.1K
$832K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-2.65KClosed |
$202K - $218K
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-2.77K- 14.71% |
$211K - $228K
|
16.1K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 11.14% |
$219K - $236K
|
22.9K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.02K- 2.5% |
$230K - $248K
|
118K
$8.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.1K- 8.2% |
$236K - $255K
|
34.7K
$2.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.12K- 11.12% |
$237K - $256K
|
24.9K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-3.15K- 2.23% |
$240K - $259K
|
138K
$10.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-3.28K- 14.44% |
$250K - $270K
|
19.4K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.62K- 7.17% |
$276K - $298K
|
46.9K
$3.5M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.7K- 30.96% |
$282K - $304K
|
8.25K
$615K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-3.75K- 33.29% |
$285K - $308K
|
7.51K
$560K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-3.84K- 23.46% |
$293K - $316K
|
12.5K
$936K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.95K- 29.42% |
$301K - $324K
|
9.47K
$706K
|