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 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-109- 2.51% |
$8.31K - $8.96K
|
4.23K
$337K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-120- 3.48% |
$9.15K - $9.87K
|
3.33K
$266K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-121- 2.5% |
$9.22K - $9.95K
|
4.71K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-135- 0.47% |
$10.3K - $11.1K
|
28.7K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-161- 0.03% |
$12.3K - $13.2K
|
637K
$50.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-161- 4.93% |
$12.3K - $13.2K
|
3.1K
$248K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-168- 22.08% |
$12.8K - $13.8K
|
593
$47.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-174- 4.85% |
$13.3K - $14.3K
|
3.42K
$273K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-177- 3.25% |
$13.5K - $14.6K
|
5.26K
$420K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-196- 0.09% |
$14.9K - $16.1K
|
210K
$16.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-208- 16.52% |
$15.9K - $17.1K
|
1.05K
$83.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-210- 4.99% |
$16K - $17.3K
|
4K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-230- 1.03% |
$17.5K - $18.9K
|
22.2K
$1.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-230- 6.03% |
$17.5K - $18.9K
|
3.58K
$286K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-234- 0.72% |
$17.8K - $19.2K
|
32.3K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-250- 0.91% |
$19.1K - $20.6K
|
27.4K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-250- 1.62% |
$19.1K - $20.6K
|
15.1K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-260- 1.15% |
$19.8K - $21.4K
|
22.4K
$1.79M
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-275- 9.67% |
$21K - $22.6K
|
2.57K
$205K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-276- 0.86% |
$21K - $22.7K
|
31.9K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-280- 1.34% |
$21.3K - $23K
|
20.7K
$1.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-282- 98.26% |
$21.5K - $23.2K
|
5
$399
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-284- 5.65% |
$21.6K - $23.4K
|
4.74K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-295- 5.08% |
$22.5K - $24.3K
|
5.51K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-308- 3.98% |
$23.5K - $25.3K
|
7.44K
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-315- 0.56% |
$24K - $25.9K
|
55.9K
$4.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-343- 86.18% |
$26.1K - $28.2K
|
55
$4.39K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-347- 9.4% |
$26.4K - $28.5K
|
3.34K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-349- 9.5% |
$26.6K - $28.7K
|
3.33K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-406- 2.7% |
$30.9K - $33.4K
|
14.6K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-408- 3.03% |
$31.1K - $33.6K
|
13.1K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-413- 1.49% |
$31.5K - $34K
|
27.3K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-429- 32.75% |
$32.7K - $35.3K
|
881
$70.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-452- 1.85% |
$34.4K - $37.2K
|
24K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-467- 1.91% |
$35.6K - $38.4K
|
24K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-483- 5.16% |
$36.8K - $39.7K
|
8.88K
$709K
|
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-488- 9.65% |
$37.2K - $40.1K
|
4.57K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-511- 1.67% |
$38.9K - $42K
|
30.2K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-521- 4.93% |
$39.7K - $42.8K
|
10K
$802K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-590- 1.13% |
$45K - $48.5K
|
51.5K
$4.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-591- 1.75% |
$45K - $48.6K
|
33.1K
$2.64M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-614- 11.71% |
$46.8K - $50.5K
|
4.63K
$370K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-630- 85.14% |
$48K - $51.8K
|
110
$8.79K
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-633- 2.93% |
$48.2K - $52.1K
|
21K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-665- 15.95% |
$50.7K - $54.7K
|
3.5K
$280K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-695- 5.98% |
$53K - $57.2K
|
10.9K
$873K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-716- 0.64% |
$54.6K - $58.9K
|
112K
$8.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-720- 15.88% |
$54.9K - $59.2K
|
3.82K
$305K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-795- 5.69% |
$60.6K - $65.4K
|
13.2K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-800- 14.88% |
$61K - $65.8K
|
4.58K
$366K
|