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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
1.98M+ 526.22% |
$151M - $163M
|
2.35M
$188M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.94M+ 304.09% |
$148M - $159M
|
2.57M
$206M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.47M+ 1179.73% |
$112M - $121M
|
1.59M
$127M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
687KNew |
$52.3M - $56.5M
|
687K
$54.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
479K+ 16449.42% |
$36.5M - $39.4M
|
482K
$38.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
290K+ 49.9% |
$22.1M - $23.8M
|
871K
$69.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
269KNew |
$20.5M - $22.1M
|
269K
$21.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
223K+ 2434.76% |
$17M - $18.3M
|
232K
$18.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
202K+ 19.93% |
$15.4M - $16.6M
|
1.22M
$97.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 15.21% |
$11.2M - $12.1M
|
1.12M
$89.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
123KNew |
$9.35M - $10.1M
|
123K
$9.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
117KNew |
$8.94M - $9.65M
|
117K
$9.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
105K+ 732.54% |
$8.02M - $8.65M
|
120K
$9.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
103K+ 243.52% |
$7.82M - $8.44M
|
145K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
101KNew |
$7.69M - $8.3M
|
101K
$8.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
101KNew |
$7.69M - $8.3M
|
101K
$8.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
97.7KNew |
$7.45M - $8.04M
|
97.7K
$7.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
94.7K+ 10.42% |
$7.22M - $7.79M
|
1M
$80.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Mackay Shields LLC
|
BUY
|
- |
93.9KNew |
$7.16M - $7.72M
|
93.9K
$7.5M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
93.4KNew |
$7.12M - $7.68M
|
93.4K
$7.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
90K+ 253.73% |
$6.86M - $7.4M
|
125K
$10M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
77.4K+ 833.51% |
$5.9M - $6.37M
|
86.7K
$6.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
76.6KNew |
$5.84M - $6.3M
|
76.6K
$6.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
73.2KNew |
$5.58M - $6.02M
|
73.2K
$5.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
71.1KNew |
$5.42M - $5.85M
|
71.1K
$5.68M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.5KNew |
$5.22M - $5.64M
|
68.5K
$5.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
67.3KNew |
$5.13M - $5.53M
|
67.3K
$5.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
64.2K+ 2106.1% |
$4.89M - $5.28M
|
67.3K
$5.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62.6KNew |
$4.77M - $5.15M
|
62.6K
$5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
56K+ 567.7% |
$4.27M - $4.6M
|
65.8K
$5.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
51.3KNew |
$3.91M - $4.22M
|
51.3K
$4.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
50.9K+ 97825.0% |
$3.88M - $4.18M
|
50.9K
$4.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
49.7KNew |
$3.79M - $4.09M
|
49.7K
$3.97M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49.1K+ 11.0% |
$3.74M - $4.04M
|
496K
$39.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
47.2K+ 218.07% |
$3.6M - $3.88M
|
68.9K
$5.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
45.7KNew |
$3.49M - $3.76M
|
45.7K
$3.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
41.8K+ 34.59% |
$3.19M - $3.44M
|
163K
$13M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.8KNew |
$2.95M - $3.19M
|
38.8K
$3.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
BUY
|
- |
38K+ 68.74% |
$2.9M - $3.13M
|
93.3K
$7.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
35.1K+ 502.25% |
$2.67M - $2.88M
|
42K
$3.36M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
34.1KNew |
$2.6M - $2.81M
|
34.1K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
32.1K+ 362.15% |
$2.44M - $2.64M
|
40.9K
$3.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
31.9KNew |
$2.43M - $2.62M
|
31.9K
$2.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
29.8K+ 36.35% |
$2.27M - $2.45M
|
112K
$8.92M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
29.3KNew |
$2.24M - $2.41M
|
29.3K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
28.6K+ 96.03% |
$2.18M - $2.35M
|
58.3K
$4.66M
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
28.2K+ 3.66% |
$2.15M - $2.32M
|
797K
$63.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.2K+ 1.57% |
$1.92M - $2.07M
|
1.63M
$130M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.1KNew |
$1.83M - $1.98M
|
24.1K
$1.92M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
23.7KNew |
$1.8M - $1.94M
|
23.7K
$1.89M
|