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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
1.02K+ 15.29% |
$77.4K - $83.6K
|
7.66K
$615K
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
925+ 4.53% |
$70.5K - $76.1K
|
21.3K
$1.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
596+ 1.24% |
$45.4K - $49K
|
48.6K
$3.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
547New |
$41.7K - $45K
|
547
$43.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
542+ 15.27% |
$41.3K - $44.6K
|
4.09K
$328K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
471+ 5.05% |
$35.9K - $38.7K
|
9.8K
$787K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 6.42% |
$32.5K - $35.1K
|
7.07K
$568K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
407+ 13.07% |
$31K - $33.5K
|
3.52K
$283K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
398+ 8.6% |
$30.3K - $32.7K
|
5.03K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
372+ 1.58% |
$28.4K - $30.6K
|
23.9K
$1.92M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
366+ 2.98% |
$27.9K - $30.1K
|
12.6K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
346New |
$26.4K - $28.5K
|
346
$27.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
335+ 2.71% |
$25.5K - $27.6K
|
12.7K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
322+ 4.59% |
$24.5K - $26.5K
|
7.34K
$590K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
288+ 2.71% |
$21.9K - $23.7K
|
10.9K
$875K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
282+ 0.37% |
$21.5K - $23.2K
|
77.3K
$6.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
278+ 0.74% |
$21.2K - $22.9K
|
38.1K
$3.06M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
254+ 117.05% |
$19.4K - $20.9K
|
471
$37.8K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
194+ 0.66% |
$14.8K - $16K
|
29.6K
$2.37M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
193+ 5.94% |
$14.7K - $15.9K
|
3.44K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
184+ 1.93% |
$14K - $15.1K
|
9.73K
$781K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
183+ 6.4% |
$13.9K - $15K
|
3.04K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
165+ 0.36% |
$12.6K - $13.6K
|
46.4K
$3.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
156+ 1.58% |
$11.9K - $12.8K
|
10.1K
$807K
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
154+ 2.83% |
$11.7K - $12.7K
|
5.59K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
149+ 0.1% |
$11.4K - $12.3K
|
155K
$12.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
114+ 1.33% |
$8.69K - $9.38K
|
8.67K
$696K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66New |
$5.03K - $5.43K
|
66
$5.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
64+ 0.37% |
$4.88K - $5.26K
|
17.2K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
61New |
$4.65K - $5.02K
|
61
$4.9K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
59+ 0.52% |
$4.5K - $4.85K
|
11.5K
$923K
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
54+ 0.62% |
$4.12K - $4.44K
|
8.7K
$698K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
51+ 0.27% |
$3.89K - $4.19K
|
19.3K
$1.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
44+ 0.75% |
$3.35K - $3.62K
|
5.88K
$472K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
38+ 0.69% |
$2.9K - $3.13K
|
5.51K
$442K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
BUY
|
- |
35+ 0.18% |
$2.67K - $2.88K
|
19.9K
$1.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
32+ 0.57% |
$2.44K - $2.63K
|
5.68K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
26+ 5.58% |
$1.98K - $2.14K
|
492
$39.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
20New |
$1.52K - $1.64K
|
20
$1.61K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
13+ 0.45% |
$991 - $1.07K
|
2.92K
$234K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
11+ 0.34% |
$838 - $905
|
3.29K
$264K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
9+ 0.26% |
$686 - $740
|
3.43K
$276K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
8+ 2.96% |
$610 - $658
|
278
$22.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6+ 0.81% |
$457 - $493
|
750
$60.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5+ 0.12% |
$381 - $411
|
4.34K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
4New |
$305 - $329
|
4
$321
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
4+ 0.62% |
$305 - $329
|
645
$51.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.57% |
$229 - $247
|
526
$42.2K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2+ 0.24% |
$152 - $164
|
826
$66.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 2.7% |
$76.2 - $82.2
|
38
$3.05K
|