Spdr Bloomberg Convertible Sec CWB

CWB Quotes by TradingView
Institutional shares held 38.7 Million
700 calls
900 puts
Total value of holdings $2.98B
$53K calls
$69K puts
# of Institutions 560

Quarterly Institutional Activity in CWB

Shares Bought
Shares Sold
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Top Institutions Holding CWB

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Latest Institutional Activity in CWB

Top Purchases

Q1 2025
Simplicity Wealth,Llc Shares Held: 33.4K ($2.57M)
33.4K Shares purchased
New Holding
Q1 2025
Retireful, LLC Shares Held: 18K ($1.39M)
18K Shares purchased
New Holding
Q1 2025
Delta Capital Management LLC Shares Held: 1.09M ($83.5M)
15K Shares purchased
1.4% Added
Q1 2025
Farther Finance Advisors, LLC Shares Held: 8.56K ($659K)
8.54K Shares purchased
38822.73% Added
Q1 2025
Winthrop Advisory Group LLC Shares Held: 2.98K ($230K)
2.98K Shares purchased
New Holding
View All Buyers

Top Sells

Q1 2025
New Square Capital LLC Shares Held: 80 ($6.15K)
93.3K Shares sold
99.91% Reduced
Q1 2025
St Germain D J CO Inc Shares Held: 1.23K ($94.9K)
90K Shares sold
98.65% Reduced
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 143K ($11M)
77.6K Shares sold
35.14% Reduced
Q1 2025
Oxinas Partners Wealth Management LLC Shares Held: 3.43K ($264K)
46.3K Shares sold
93.11% Reduced
Q1 2025
Advisory Alpha, LLC Shares Held: 10.5K ($808K)
14.4K Shares sold
57.83% Reduced
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About CWB

CWB Chart by TradingView
CWB Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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Track Activities on CWB