Latest Institutional Transactions on Spdr Bloomberg Convertible Sec (CWB)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
6.57K+ 12.02% |
$582K - $615K
|
61.3K
$5.42M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12+ 0.25% |
$1.06K - $1.12K
|
4.87K
$431K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-77- 2.26% |
$6.81K - $7.21K
|
3.33K
$295K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-505- 1.49% |
$44.7K - $47.3K
|
33.4K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.78K+ 13.14% |
$157K - $166K
|
15.3K
$1.36M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9.57K- 19.11% |
$847K - $896K
|
40.5K
$3.58M
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-68- 0.35% |
$6.02K - $6.37K
|
19.3K
$1.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
51+ 0.26% |
$4.51K - $4.78K
|
19.7K
$1.74M
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-622- 6.05% |
$55K - $58.2K
|
9.66K
$855K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-470- 5.05% |
$41.6K - $44K
|
8.84K
$782K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.56K- 39.98% |
$138K - $146K
|
2.34K
$207K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11+ 0.14% |
$973 - $1.03K
|
7.62K
$675K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-78- 1.69% |
$6.9K - $7.3K
|
4.53K
$401K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.1K+ 9.66% |
$1.86M - $1.97M
|
239K
$21.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-538- 1.73% |
$47.6K - $50.4K
|
30.5K
$2.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-269- 1.2% |
$23.8K - $25.2K
|
22.2K
$1.96M
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.07K- 1.45% |
$94.2K - $99.7K
|
72.5K
$6.42M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-107- 1.96% |
$9.47K - $10K
|
5.37K
$475K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
594New |
$52.6K - $55.6K
|
594
$52.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-484- 3.43% |
$42.8K - $45.3K
|
13.6K
$1.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-3.24K- 17.55% |
$287K - $303K
|
15.2K
$1.35M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.18% |
$88.5 - $93.6
|
554
$49K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
43+ 0.38% |
$3.81K - $4.03K
|
11.5K
$1.02M
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
650+ 6.65% |
$53.5K - $59K
|
10.4K
$923K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-3.06K- 9.79% |
$252K - $278K
|
28.2K
$2.5M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.85K- 5.39% |
$152K - $168K
|
32.5K
$2.87M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.58K- 3.85% |
$212K - $234K
|
64.4K
$5.7M
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
91New |
$7.49K - $8.26K
|
91
$8.05K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2.4KNew |
$197K - $218K
|
2.4K
$212K
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
SELL
|
- |
-5.15K- 5.74% |
$424K - $467K
|
84.6K
$7.49M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.81K- 37.65% |
$149K - $164K
|
2.99K
$265K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-505- 15.54% |
$41.6K - $45.8K
|
2.75K
$243K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.04K- 3.14% |
$85.5K - $94.3K
|
32.1K
$2.84M
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11+ 0.21% |
$905 - $998
|
5.18K
$458K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-109- 4.3% |
$8.97K - $9.89K
|
2.43K
$215K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.27KNew |
$187K - $206K
|
2.27K
$201K
|
|
|
Nov 18, 2025
Q3 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
4.57KNew |
$376K - $415K
|
4.57K
$404K
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
15.3KNew |
$1.25M - $1.38M
|
15.3K
$1.35M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.91KNew |
$157K - $173K
|
1.91K
$169K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-317- 2.55% |
$26.1K - $28.8K
|
12.1K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
267+ 91.44% |
$22K - $24.2K
|
559
$49.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
67.3K+ 780.57% |
$5.54M - $6.11M
|
76K
$6.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
161K+ 88.15% |
$13.2M - $14.6M
|
343K
$30.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
247+ 3.05% |
$20.3K - $22.4K
|
8.35K
$738K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
245K+ 37.36% |
$20.1M - $22.2M
|
900K
$79.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
19.7K+ 230.66% |
$1.63M - $1.79M
|
28.3K
$2.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.32K- 47.12% |
$191K - $210K
|
2.6K
$230K
|
|
|
Nov 14, 2025
Q3 2025
|
Cim, LLC
|
SELL
|
- |
-137- 0.32% |
$11.3K - $12.4K
|
43.1K
$3.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.51K- 17.29% |
$124K - $137K
|
7.23K
$640K
|
|