Purchases and Sales Made in Q2 2023 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 Q2 2023. 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
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
404
New
$26.5K - $28.3K
404 $31.8K
Aug 03, 2023 Q2 2023
Avidian Wealth Solutions, LLC

BUY
 -
355
+ 8.89%
$23.2K - $24.8K
4.35K $342K
Aug 22, 2023 Q2 2023
Old North State Trust, LLC

Greensboro, NC
BUY
 -
314
+ 0.39%
$20.6K - $22K
80.7K $6.35M
Aug 14, 2023 Q2 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
250
+ 3.11%
$16.4K - $17.5K
8.28K $652K
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
249
New
$16.3K - $17.4K
249 $19.6K
Aug 14, 2023 Q2 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
223
+ 1.67%
$14.6K - $15.6K
13.6K $1.07M
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
205
+ 1.36%
$13.4K - $14.3K
15.3K $1.21M
Jul 18, 2023 Q2 2023
Cutler Group LP

BUY
 -
200
New
$13.1K - $14K
200 $15.7K
Aug 09, 2023 Q2 2023
Financial Architects, Inc

Marlton, NJ
BUY
 -
187
+ 0.44%
$12.2K - $13.1K
42.5K $3.35M
Aug 10, 2023 Q2 2023
Intrust Bank Na

Wichita, KS
BUY
 -
154
+ 1.49%
$10.1K - $10.8K
10.5K $827K
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

BUY
 -
149
+ 24.67%
$9.76K - $10.4K
753 $59.3K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
128
New
$8.38K - $8.95K
128 $10.1K
Aug 13, 2024 Q2 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
128
+ 2.01%
$8.38K - $8.95K
6.5K $512K
Aug 14, 2023 Q2 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
126
New
$8.25K - $8.81K
126 $9.92K
Jul 31, 2023 Q2 2023
First National Corp

BUY
 -
102
+ 0.32%
$6.68K - $7.13K
31.5K $2.48M
Aug 02, 2023 Q2 2023
Archford Capital Strategies, LLC

BUY
 -
100
+ 0.56%
$6.55K - $7K
18K $1.41M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
96
+ 0.48%
$6.29K - $6.72K
20.3K $1.6M
Aug 04, 2023 Q2 2023
Ever Source Wealth Advisors, LLC

BUY
 -
96
+ 331.03%
$6.29K - $6.72K
125 $9.84K
Jul 13, 2023 Q2 2023
Aletheian Wealth Advisors LLC

BUY
 -
96
+ 0.39%
$6.29K - $6.72K
24.6K $1.94M
Aug 10, 2023 Q2 2023
Great Valley Advisor Group, Inc.

BUY
 -
94
+ 3.12%
$6.16K - $6.58K
3.11K $245K
Nov 13, 2023 Q2 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
87
+ 2.28%
$5.7K - $6.09K
3.91K $308K
Jan 12, 2024 Q2 2023
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
86
+ 1.53%
$5.63K - $6.02K
5.7K $449K
Aug 15, 2023 Q2 2023
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
83
+ 5.52%
$5.44K - $5.81K
1.59K $125K
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
77
+ 1.95%
$5.04K - $5.39K
4.03K $317K
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
75
+ 0.43%
$4.91K - $5.25K
17.5K $1.38M
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
70
New
$4.58K - $4.9K
70 $5.51K
Aug 14, 2023 Q2 2023
Horizon Investments, LLC

Charlotte, NC
BUY
 -
62
New
$4.06K - $4.34K
62 $4.88K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
48
New
$3.14K - $3.36K
48 $3.78K
Jul 26, 2023 Q2 2023
Sawtooth Solutions, LLC

BUY
 -
45
+ 1.06%
$2.95K - $3.15K
4.27K $336K
Aug 14, 2023 Q2 2023
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
45
+ 1.06%
$2.95K - $3.15K
4.27K $336K
Sep 12, 2023 Q2 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
32
New
$2.1K - $2.24K
32 $2.52K
Oct 13, 2023 Q2 2023
Wfa Asset Management Corp

Whitefish Bay, WI
BUY
 -
25
+ 0.44%
$1.64K - $1.75K
5.69K $448K
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
21
+ 131.25%
$1.38K - $1.47K
37 $2.91K
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
14
+ 0.45%
$917 - $979
3.15K $248K
Jul 13, 2023 Q2 2023
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
13
+ 0.4%
$851 - $909
3.28K $258K
Aug 02, 2023 Q2 2023
Paragon Financial Partners, Inc.

Woodland Hills, CA
BUY
 -
6
+ 0.18%
$393 - $420
3.43K $270K
Aug 01, 2023 Q2 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
5
+ 0.15%
$327 - $350
3.4K $267K
Aug 08, 2023 Q2 2023
Lebenthal Global Advisors, LLC

BUY
 -
5
+ 0.12%
$327 - $350
4.04K $318K
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
4
+ 0.07%
$262 - $280
5.41K $426K
Jul 11, 2023 Q2 2023
Quad Cities Investment Group, LLC

Davenport, IA
BUY
 -
4
+ 0.11%
$262 - $280
3.52K $277K
Jul 10, 2023 Q2 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
4
+ 0.05%
$262 - $280
8.06K $634K
Aug 02, 2023 Q2 2023
Powell Investment Advisors, LLC

BUY
 -
3
+ 0.01%
$196 - $210
29.1K $2.3M
Jul 07, 2023 Q2 2023
Soa Wealth Advisors, Llc.

BUY
 -
3
+ 0.59%
$196 - $210
510 $40.2K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
3
+ 0.12%
$196 - $210
2.56K $201K
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
3
+ 0.24%
$196 - $210
1.26K $99.2K
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
3
+ 0.03%
$196 - $210
10.6K $835K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
2
+ 6.67%
$131 - $140
32 $2.52K
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2
+ 0.06%
$131 - $140
3.34K $263K
Aug 11, 2023 Q2 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
1
+ 0.47%
$65.5 - $70
213 $16.8K

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