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 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.32K+ 1.26% |
$191K - $210K
|
186K
$16.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
62New |
$5.1K - $5.63K
|
62
$5.49K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-231- 6.08% |
$19K - $21K
|
3.57K
$316K
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
6.33K+ 21.39% |
$521K - $575K
|
35.9K
$3.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.17K+ 17.18% |
$96.3K - $106K
|
7.98K
$706K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.55K- 3.56% |
$210K - $231K
|
69K
$6.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Chesapeake Capital Corp /Il/
Richmond, VA |
SELL
|
- |
-63- 0.34% |
$5.18K - $5.72K
|
18.4K
$1.63M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 7.9% |
$8.64M - $9.53M
|
1.43M
$127M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
317+ 2.7% |
$26.1K - $28.8K
|
12.1K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 3.01% |
$1.14M - $1.26M
|
475K
$42M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
377K+ 89.44% |
$31M - $34.2M
|
799K
$70.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26K- 32.87% |
$2.14M - $2.36M
|
53.1K
$4.7M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-463- 5.26% |
$38.1K - $42K
|
8.34K
$738K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-350- 3.12% |
$28.8K - $31.8K
|
10.9K
$962K
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.49KNew |
$616K - $680K
|
7.49K
$662K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
6.09K+ 2.74% |
$501K - $553K
|
229K
$20.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
710+ 2.6% |
$58.4K - $64.4K
|
28K
$2.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-2K- 20.27% |
$164K - $181K
|
7.86K
$696K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
248+ 7.59% |
$20.4K - $22.5K
|
3.52K
$311K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108KNew |
$8.91M - $9.83M
|
108K
$9.58M
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
274+ 0.82% |
$22.5K - $24.9K
|
33.6K
$2.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-190- 15.51% |
$15.6K - $17.2K
|
1.04K
$91.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.7K+ 81.15% |
$1.62M - $1.79M
|
44K
$3.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.59KNew |
$213K - $235K
|
2.59K
$229K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.8K- 7.59% |
$1.8M - $1.98M
|
266K
$23.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
987+ 1.08% |
$81.2K - $89.6K
|
92.7K
$8.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.95K- 1.57% |
$160K - $177K
|
122K
$10.8M
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.18K+ 1.37% |
$261K - $288K
|
234K
$20.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.2K- 12.51% |
$264K - $291K
|
22.4K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
256New |
$21.1K - $23.2K
|
256
$22.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
128K+ 9.07% |
$10.6M - $11.6M
|
1.54M
$137M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.3K+ 14.05% |
$2.16M - $2.39M
|
213K
$18.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.67KNew |
$384K - $424K
|
4.67K
$413K
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
470KNew |
$38.7M - $42.7M
|
470K
$41.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-1.13K- 6.83% |
$92.9K - $102K
|
15.4K
$1.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
2.99KNew |
$246K - $272K
|
2.99K
$265K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-71- 0.33% |
$5.84K - $6.44K
|
21.2K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.38KNew |
$278K - $307K
|
3.38K
$299K
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-10.7K- 2.59% |
$876K - $967K
|
400K
$35.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.25KNew |
$185K - $204K
|
2.25K
$199K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.3K- 2.03% |
$765K - $844K
|
448K
$39.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
91KNew |
$7.49M - $8.26M
|
91K
$8.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
30.1K+ 45.59% |
$2.48M - $2.73M
|
96.1K
$8.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-125- 1.4% |
$10.3K - $11.3K
|
8.81K
$779K
|
|
|
Nov 12, 2025
Q3 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-25- 0.08% |
$2.06K - $2.27K
|
30.5K
$2.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
45.4K+ 9.11% |
$3.73M - $4.12M
|
543K
$48.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.77K+ 3.26% |
$145K - $160K
|
56K
$4.95M
|
|
|
Nov 12, 2025
Q3 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-50- 0.25% |
$4.11K - $4.54K
|
19.9K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-204- 1.18% |
$16.8K - $18.5K
|
17.1K
$1.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.86K+ 44.73% |
$400K - $441K
|
15.7K
$1.39M
|
|