Purchases and Sales Made in Q2 2022 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2022
Q2 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
621+ 3.33% |
$39.2K - $48.4K
|
19.3K
$1.52M
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
606+ 19.57% |
$38.2K - $47.3K
|
3.7K
$292K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
556+ 1.23% |
$35.1K - $43.4K
|
45.8K
$3.61M
|
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
480+ 11.03% |
$30.3K - $37.4K
|
4.83K
$381K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
450+ 15.0% |
$28.4K - $35.1K
|
3.45K
$272K
|
|
|
Jul 22, 2022
Q2 2022
|
Horizon Financial Services, LLC
|
BUY
|
- |
442+ 1.03% |
$27.9K - $34.5K
|
43.3K
$3.42M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
425+ 10.6% |
$26.8K - $33.2K
|
4.43K
$350K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
407+ 8.92% |
$25.7K - $31.7K
|
4.97K
$392K
|
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
386+ 2412.5% |
$24.3K - $30.1K
|
402
$31.7K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
377New |
$23.8K - $29.4K
|
377
$29.7K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
360New |
$22.7K - $28.1K
|
360
$28.4K
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
331+ 4.55% |
$20.9K - $25.8K
|
7.6K
$599K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
307New |
$19.4K - $23.9K
|
307
$24.2K
|
|
|
Aug 03, 2022
Q2 2022
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
302+ 3.0% |
$19K - $23.6K
|
10.4K
$819K
|
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
282+ 3.23% |
$17.8K - $22K
|
9.01K
$711K
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
275+ 0.34% |
$17.3K - $21.5K
|
82.2K
$6.49M
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
250+ 100.0% |
$15.8K - $19.5K
|
500
$39.5K
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
218+ 4.02% |
$13.7K - $17K
|
5.64K
$445K
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
214New |
$13.5K - $16.7K
|
214
$16.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
197+ 0.05% |
$12.4K - $15.4K
|
359K
$28.3M
|
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
193New |
$12.2K - $15.1K
|
193
$15.2K
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
118+ 3.3% |
$7.44K - $9.2K
|
3.69K
$291K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
111+ 1585.71% |
$7K - $8.66K
|
118
$9.31K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
95New |
$5.99K - $7.41K
|
95
$7.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
94+ 0.61% |
$5.93K - $7.33K
|
15.6K
$1.23M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
93+ 0.16% |
$5.86K - $7.25K
|
60K
$4.74M
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
88+ 0.19% |
$5.55K - $6.86K
|
46.5K
$3.67M
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
87+ 2.15% |
$5.49K - $6.79K
|
4.13K
$326K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
75+ 0.36% |
$4.73K - $5.85K
|
20.9K
$1.65M
|
|
|
Jul 11, 2022
Q2 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
71+ 0.23% |
$4.48K - $5.54K
|
31.6K
$2.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Mcmillion Capital Management Inc
|
BUY
|
- |
70New |
$4.41K - $5.46K
|
70
$5.52K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
70+ 9.03% |
$4.41K - $5.46K
|
845
$66.7K
|
|
|
Aug 16, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
46+ 0.24% |
$2.9K - $3.59K
|
19.2K
$1.52M
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28+ 0.22% |
$1.77K - $2.18K
|
12.9K
$1.02M
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 0.4% |
$1.39K - $1.72K
|
5.56K
$439K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
15+ 0.18% |
$946 - $1.17K
|
8.21K
$648K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.37% |
$820 - $1.01K
|
3.52K
$278K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 0.39% |
$757 - $936
|
3.09K
$243K
|
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
10+ 0.13% |
$631 - $780
|
7.43K
$587K
|
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 6.67% |
$631 - $780
|
160
$12.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
10+ 0.32% |
$631 - $780
|
3.11K
$245K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8+ 0.17% |
$504 - $624
|
4.68K
$370K
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
7+ 0.19% |
$441 - $546
|
3.62K
$286K
|
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
6New |
$378 - $468
|
6
$473
|
|
|
Aug 12, 2022
Q2 2022
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
5+ 0.15% |
$315 - $390
|
3.41K
$269K
|
|
|
Aug 05, 2022
Q2 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
5+ 0.06% |
$315 - $390
|
8.52K
$672K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.29% |
$189 - $234
|
1.05K
$83.1K
|
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
BUY
|
- |
3+ 0.06% |
$189 - $234
|
5.39K
$426K
|
|
|
Jul 13, 2022
Q2 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.4% |
$126 - $156
|
498
$39.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.43% |
$126 - $156
|
471
$37.2K
|