Spdr Bloomberg Convertible Sec CWB

CWB Quotes by TradingView
Institutional shares held 36.9 Million
700 calls
900 puts
Total value of holdings $2.86B
$54K calls
$69K puts
# of Institutions 546

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 ($2.59M)
33.4K Shares purchased
New Holding
Q1 2025
Truist Financial Corp Shares Held: 231K ($17.9M)
25.8K Shares purchased
12.55% Added
Q1 2025
Retireful, LLC Shares Held: 18K ($1.4M)
18K Shares purchased
New Holding
Q1 2025
Confluence Wealth Services, Inc. Shares Held: 31.3K ($2.42M)
16.1K Shares purchased
106.52% Added
Q1 2025
Delta Capital Management LLC Shares Held: 1.09M ($84.2M)
15K Shares purchased
1.4% Added
View All Buyers

Top Sells

Q1 2025
Envestnet Asset Management Inc Shares Held: 2.42M ($188M)
149K Shares sold
5.8% Reduced
Q1 2025
New Square Capital LLC Shares Held: 80 ($6.2K)
93.3K Shares sold
99.91% Reduced
Q1 2025
St Germain D J CO Inc Shares Held: 1.23K ($95.7K)
90K Shares sold
98.65% Reduced
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 143K ($11.1M)
77.6K Shares sold
35.14% Reduced
Q1 2025
Oxinas Partners Wealth Management LLC Shares Held: 3.43K ($266K)
46.3K Shares sold
93.11% Reduced
View All Sellers

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