Purchases and Sales Made in Q1 2024 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7.87K+ 8.64% |
$555K - $576K
|
98.9K
$7.81M
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
7.66K+ 41.6% |
$541K - $561K
|
26.1K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
7.57K+ 4.06% |
$535K - $554K
|
194K
$15.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.51K+ 8.49% |
$530K - $549K
|
95.9K
$7.57M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.02K+ 61.25% |
$496K - $514K
|
18.5K
$1.46M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6.96K+ 61.84% |
$491K - $509K
|
18.2K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
6.77KNew |
$478K - $496K
|
6.77K
$534K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
6.61KNew |
$467K - $484K
|
6.61K
$522K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.58K+ 22.21% |
$464K - $481K
|
36.2K
$2.86M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.39K+ 5.1% |
$452K - $468K
|
132K
$10.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.3KNew |
$445K - $461K
|
6.3K
$497K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.2K+ 8.03% |
$438K - $454K
|
83.4K
$6.58M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.09K+ 157.65% |
$430K - $446K
|
9.95K
$785K
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
BUY
|
- |
5.91K+ 159.73% |
$417K - $432K
|
9.61K
$758K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.88KNew |
$415K - $430K
|
5.88K
$464K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.8KNew |
$409K - $424K
|
5.8K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.56KNew |
$393K - $407K
|
5.56K
$439K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
5.54KNew |
$391K - $405K
|
5.54K
$437K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.48KNew |
$387K - $401K
|
5.48K
$432K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5.45KNew |
$385K - $399K
|
5.45K
$430K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
5K+ 2.41% |
$353K - $366K
|
213K
$16.8M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.94KNew |
$349K - $361K
|
4.94K
$390K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4.37K+ 131.08% |
$308K - $319K
|
7.7K
$607K
|
|
|
Apr 24, 2024
Q1 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
4.27KNew |
$302K - $313K
|
4.27K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.21KNew |
$297K - $308K
|
4.21K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.14KNew |
$292K - $303K
|
4.14K
$326K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
4.03KNew |
$285K - $295K
|
4.03K
$318K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.9K+ 0.98% |
$275K - $285K
|
400K
$31.6M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.73KNew |
$263K - $273K
|
3.73K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.54KNew |
$250K - $259K
|
3.54K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
3.34KNew |
$236K - $245K
|
3.34K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.28K+ 434.93% |
$231K - $240K
|
4.03K
$318K
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.15K+ 2.6% |
$223K - $231K
|
124K
$9.81M
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.13K+ 23.52% |
$221K - $229K
|
16.4K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.91KNew |
$206K - $213K
|
2.91K
$230K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.9KNew |
$205K - $212K
|
2.9K
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.88K+ 1.72% |
$203K - $211K
|
170K
$13.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.88KNew |
$203K - $211K
|
2.88K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
2.84K+ 4.98% |
$201K - $208K
|
60K
$4.73M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.78KNew |
$196K - $203K
|
2.78K
$219K
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.75K+ 11.48% |
$194K - $202K
|
26.8K
$2.11M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.75KNew |
$194K - $201K
|
2.75K
$217K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.52K+ 3.53% |
$178K - $184K
|
73.9K
$5.83M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.5K+ 25.0% |
$177K - $183K
|
12.5K
$986K
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
2.5K+ 57.67% |
$177K - $183K
|
6.84K
$539K
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
1.81K+ 5.18% |
$127K - $132K
|
36.7K
$2.89M
|
|
|
May 06, 2024
Q1 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
1.68K+ 13.43% |
$118K - $123K
|
14.1K
$1.12M
|
|
|
May 20, 2024
Q1 2024
|
Cim, LLC
|
BUY
|
- |
1.66K+ 4.27% |
$117K - $122K
|
40.6K
$3.2M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.64K+ 47.97% |
$116K - $120K
|
5.07K
$400K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.57K+ 5.44% |
$111K - $115K
|
30.3K
$2.39M
|