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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-134- 0.5% |
$11K - $12.2K
|
26.6K
$2.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.9K+ 24.19% |
$1.89M - $2.08M
|
118K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
363+ 0.67% |
$29.9K - $32.9K
|
54.2K
$4.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-73- 87.95% |
$6.01K - $6.63K
|
10
$885
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
347K+ 76.15% |
$28.5M - $31.5M
|
803K
$71M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-123K- 58.07% |
$10.1M - $11.1M
|
88.5K
$7.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-9.8K- 13.26% |
$806K - $890K
|
64.1K
$5.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.86KNew |
$153K - $169K
|
1.86K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 5.44% |
$153K - $168K
|
36K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-36.5K- 12.08% |
$3M - $3.31M
|
265K
$23.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.24K- 30.91% |
$678K - $748K
|
18.4K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-136K- 18.89% |
$11.2M - $12.3M
|
584K
$51.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.5K+ 0.51% |
$1.11M - $1.22M
|
2.63M
$233M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.7K- 4.14% |
$5.74M - $6.33M
|
1.61M
$143M
|
|
|
Nov 14, 2025
Q3 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6.63K+ 22.07% |
$545K - $602K
|
36.6K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-570- 16.54% |
$46.9K - $51.7K
|
2.88K
$254K
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
8.2K+ 759.26% |
$675K - $744K
|
9.28K
$821K
|
|
|
Nov 14, 2025
Q3 2025
|
True Private Wealth Advisors
|
SELL
|
- |
-2.61K- 8.25% |
$215K - $237K
|
29K
$2.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$835K - $921K
|
10.2K
$898K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19.2K+ 484.32% |
$1.58M - $1.74M
|
23.1K
$2.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-300- 8.16% |
$24.7K - $27.2K
|
3.38K
$299K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
146+ 0.81% |
$12K - $13.3K
|
18.2K
$1.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-600- 2.65% |
$49.4K - $54.5K
|
22K
$1.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
408+ 6.68% |
$33.6K - $37K
|
6.52K
$577K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43K+ 2.76% |
$3.54M - $3.9M
|
1.6M
$142M
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.23K+ 3.73% |
$266K - $293K
|
89.7K
$7.94M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
216K+ 254.94% |
$17.8M - $19.6M
|
301K
$26.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-213- 2.7% |
$17.5K - $19.3K
|
7.69K
$680K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22- 0.08% |
$1.81K - $2K
|
25.9K
$2.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.33KNew |
$521K - $574K
|
6.33K
$560K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$82.3 - $90.8
|
2.66K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.79K- 22.73% |
$312K - $344K
|
12.9K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.7KNew |
$304K - $336K
|
3.7K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.46K- 1.98% |
$120K - $133K
|
72.4K
$6.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-24K- 18.35% |
$1.97M - $2.18M
|
107K
$9.45M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.8K- 84.13% |
$1.8M - $1.98M
|
4.12K
$365K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.1K+ 40.74% |
$90.5K - $99.8K
|
3.8K
$336K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
553+ 0.86% |
$45.5K - $50.2K
|
64.7K
$5.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.9K+ 20.03% |
$1.07M - $1.17M
|
77.6K
$6.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31.9K+ 7968.75% |
$2.62M - $2.89M
|
32.3K
$2.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-7.71K- 16.93% |
$635K - $700K
|
37.8K
$3.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-41- 0.77% |
$3.37K - $3.72K
|
5.26K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-61.1K- 16.83% |
$5.03M - $5.54M
|
302K
$26.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-4.72K- 6.27% |
$388K - $428K
|
70.5K
$6.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.38K+ 181.15% |
$525K - $579K
|
9.91K
$876K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
150New |
$12.3K - $13.6K
|
150
$13.3K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
210+ 0.42% |
$17.3K - $19.1K
|
50.5K
$4.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.6K+ 2.66% |
$953K - $1.05M
|
448K
$39.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$1.03M - $1.13M
|
12.5K
$1.11M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
242+ 24.49% |
$19.9K - $22K
|
1.23K
$109K
|
|