Purchases and Sales Made in Q1 2021 in Spdr Bloomberg Convertible Sec (CWB)

CWB Quotes by TradingView

This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q1 2021. 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
May 06, 2021 Q1 2021
Wesbanco Bank Inc

SELL
 -
-4.24K
- 12.15%
$345K - $391K
30.7K $2.41M
May 14, 2021 Q1 2021
Wolverine Trading, LLC

Chicago, IL
SELL
 -
-4.28K
Closed
$348K - $395K
0 $0
Apr 27, 2021 Q1 2021
Dorsey Wright & Associates

SELL
 -
-4.35K
- 20.15%
$353K - $401K
17.2K $1.36M
May 17, 2021 Q1 2021
Invesco Ltd.

Atlanta, GA
SELL
 -
-4.5K
- 20.84%
$366K - $415K
17.1K $1.35M
May 06, 2021 Q1 2021
Kovitz Investment Group Partners, LLC

SELL
 -
-4.51K
Closed
$366K - $415K
0 $0
Apr 27, 2021 Q1 2021
United Asset Strategies, Inc.

Garden City, NY
SELL
 -
-4.74K
Closed
$385K - $437K
0 $0
Apr 26, 2021 Q1 2021
Montecito Bank & Trust

SELL
 -
-5.09K
- 3.44%
$414K - $469K
143K $11.3M
Apr 30, 2021 Q1 2021
Hengehold Capital Management LLC

SELL
 -
-5.1K
- 36.71%
$414K - $470K
8.79K $692K
May 17, 2021 Q1 2021
Financial Gravity Asset Management, Inc.

SELL
 -
-5.12K
- 19.72%
$416K - $472K
20.9K $1.64M
Apr 29, 2021 Q1 2021
Connecticut Wealth Management, LLC

SELL
 -
-5.23K
- 36.26%
$425K - $482K
9.2K $724K
Apr 12, 2021 Q1 2021
Calamos Advisors LLC

SELL
 -
-5.38K
Closed
$437K - $496K
0 $0
May 28, 2021 Q1 2021
Strong Box Wealth, LLC

SELL
 -
-5.46K
- 63.09%
$443K - $503K
3.19K $251K
May 13, 2021 Q1 2021
Mirae Asset Global Investments Co., Ltd.

SELL
 -
-5.57K
- 13.51%
$452K - $513K
35.6K $2.81M
May 13, 2021 Q1 2021
Baron Financial Group, LLC

Fair Lawn, NJ
SELL
 -
-5.62K
- 6.55%
$457K - $518K
80.2K $6.32M
Apr 30, 2021 Q1 2021
Archetype Wealth Partners

Houston, TX
SELL
 -
-5.67K
- 10.01%
$461K - $523K
51K $4.01M
May 11, 2021 Q1 2021
Morningstar Investment Management LLC

Chicago, IL
SELL
 -
-5.79K
- 6.06%
$471K - $534K
89.8K $7.07M
May 07, 2021 Q1 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-6.48K
- 11.27%
$526K - $597K
51K $4.01M
May 17, 2021 Q1 2021
Mount Lucas Management LP

Newtown, PA
SELL
 -
-7.39K
- 10.11%
$601K - $682K
65.7K $5.17M
May 10, 2021 Q1 2021
First National Corp

SELL
 -
-7.51K
- 21.93%
$611K - $693K
26.8K $2.11M
Apr 23, 2021 Q1 2021
Clear Creek Financial Management, LLC

SELL
 -
-7.56K
- 47.84%
$614K - $697K
8.24K $649K
May 04, 2021 Q1 2021
Great Diamond Partners, LLC

SELL
 -
-7.84K
- 35.37%
$637K - $723K
14.3K $1.13M
May 14, 2021 Q1 2021
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-7.89K
Closed
$641K - $727K
0 $0
Apr 29, 2021 Q1 2021
Arrow Investment Advisors, LLC

Laurel, MD
SELL
 -
-8.01K
- 26.17%
$650K - $738K
22.6K $1.78M
May 14, 2021 Q1 2021
Windsor Capital Management, LLC

SELL
 -
-8.59K
- 8.87%
$698K - $792K
88.3K $6.95M
Apr 26, 2021 Q1 2021
Legacy Financial Group LLC

SELL
 -
-8.63K
- 16.51%
$701K - $795K
43.6K $3.43M
Apr 28, 2021 Q1 2021
Financial Sense Advisors, Inc.

SELL
 -
-8.8K
Closed
$715K - $812K
0 $0
Apr 27, 2021 Q1 2021
3 Edge Asset Management, LP

SELL
 -
-9.57K
Closed
$778K - $883K
0 $0
May 04, 2021 Q1 2021
Sage Rhino Capital LLC

SELL
 -
-10.3K
- 54.97%
$834K - $946K
8.41K $662K
Apr 14, 2021 Q1 2021
Global Trust Asset Management, LLC

SELL
 -
-10.6K
- 49.49%
$859K - $975K
10.8K $850K
Apr 28, 2021 Q1 2021
Csenge Advisory Group

SELL
 -
-11K
- 17.75%
$890K - $1.01M
50.8K $4M
Apr 27, 2021 Q1 2021
Lfa Lugano Financial Advisors Sa

SELL
 -
-12.1K
- 55.9%
$981K - $1.11M
9.52K $750K
May 05, 2021 Q1 2021
Adviser Investments LLC

SELL
 -
-12.2K
Closed
$992K - $1.13M
0 $0
Apr 30, 2021 Q1 2021
Centaurus Financial, Inc.

SELL
 -
-12.5K
- 24.88%
$1.02M - $1.16M
37.8K $2.98M
May 13, 2021 Q1 2021
Dana Investment Advisors, Inc.

Brookfield, WI
SELL
 -
-12.5K
Closed
$1.02M - $1.16M
0 $0
May 14, 2021 Q1 2021
Raymond James & Associates

St Petersburg, FL
SELL
 -
-12.6K
- 8.98%
$1.03M - $1.16M
128K $10.1M
May 14, 2021 Q1 2021
Mackay Shields LLC

SELL
 -
-14.7K
Closed
$1.19M - $1.35M
0 $0
Apr 23, 2021 Q1 2021
Fieldpoint Private Securities, LLC

SELL
 -
-14.8K
- 39.91%
$1.2M - $1.36M
22.2K $1.75M
May 17, 2021 Q1 2021
Trek Financial, LLC

Scottsdale, AZ
SELL
 -
-15.2K
- 85.81%
$1.24M - $1.4M
2.52K $198K
May 13, 2021 Q1 2021
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-15.3K
Closed
$1.24M - $1.41M
0 $0
Apr 14, 2021 Q1 2021
Latitude Advisors, LLC

SELL
 -
-20.4K
Closed
$1.66M - $1.88M
0 $0
May 14, 2021 Q1 2021
Stephens Inc

SELL
 -
-20.7K
- 11.3%
$1.68M - $1.91M
162K $12.8M
May 14, 2021 Q1 2021
First Trust Advisors LP

Wheaton, IL
SELL
 -
-21.6K
Closed
$1.75M - $1.99M
0 $0
May 14, 2021 Q1 2021
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
SELL
 -
-23.8K
- 84.69%
$1.93M - $2.19M
4.3K $339K
May 07, 2021 Q1 2021
Amj Financial Wealth Management

Leesburg, VA
SELL
 -
-24.1K
- 45.68%
$1.96M - $2.23M
28.7K $2.26M
Sep 15, 2021 Q1 2021
Cwm, LLC

SELL
 -
-26.4K
- 21.68%
$2.14M - $2.43M
95.3K $7.51M
May 12, 2021 Q1 2021
Q3 Asset Management

SELL
 -
-29.5K
Closed
$2.39M - $2.72M
0 $0
May 05, 2021 Q1 2021
Ibex Wealth Advisors

Lebanon, NJ
SELL
 -
-30.5K
- 40.19%
$2.48M - $2.81M
45.4K $3.57M
Apr 16, 2021 Q1 2021
Hanlon Investment Management, Inc.

SELL
 -
-30.8K
- 16.41%
$2.5M - $2.84M
157K $12.3M
May 11, 2021 Q1 2021
Atria Investments LLC

Charlotte, NC
SELL
 -
-34.2K
- 58.1%
$2.78M - $3.15M
24.7K $1.94M

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