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 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-339- 13.4% |
$27.9K - $30.8K
|
2.19K
$194K
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.27KNew |
$351K - $388K
|
4.27K
$378K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
125+ 1.18% |
$10.3K - $11.3K
|
10.7K
$949K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
9.5K+ 18.67% |
$781K - $862K
|
60.4K
$5.34M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
166+ 19.81% |
$13.7K - $15.1K
|
1K
$88.8K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.91K+ 131.41% |
$404K - $446K
|
8.65K
$765K
|
|
|
Nov 10, 2025
Q3 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.98K- 22.39% |
$409K - $452K
|
17.3K
$1.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
58.6K+ 127.02% |
$4.82M - $5.32M
|
105K
$9.27M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-54- 0.51% |
$4.44K - $4.9K
|
10.6K
$938K
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
12.1KNew |
$997K - $1.1M
|
12.1K
$1.07M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-425- 1.69% |
$35K - $38.6K
|
24.7K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
40.2KNew |
$3.31M - $3.65M
|
40.2K
$3.56M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
4.99K+ 28.53% |
$411K - $453K
|
22.5K
$1.99M
|
|
|
Nov 10, 2025
Q3 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.25K- 30.49% |
$185K - $205K
|
5.14K
$454K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.2KNew |
$835K - $921K
|
10.2K
$898K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.45% |
$82.3 - $90.8
|
223
$19.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-390- 4.36% |
$32.1K - $35.4K
|
8.56K
$757K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
6.23K+ 8.24% |
$513K - $565K
|
81.9K
$7.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
819+ 4.14% |
$67.4K - $74.3K
|
20.6K
$1.82M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
370+ 8.05% |
$30.4K - $33.6K
|
4.97K
$439K
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
SELL
|
- |
-60- 0.48% |
$4.94K - $5.45K
|
12.5K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-400- 7.59% |
$32.9K - $36.3K
|
4.87K
$431K
|
|
|
Nov 10, 2025
Q3 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
602+ 5.86% |
$49.5K - $54.6K
|
10.9K
$962K
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-691- 2.05% |
$56.9K - $62.7K
|
33.1K
$2.93M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.55K+ 71.39% |
$621K - $685K
|
18.1K
$1.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.02% |
$82.3 - $90.8
|
4.01K
$355K
|
|
|
Nov 10, 2025
Q3 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-250- 6.2% |
$20.6K - $22.7K
|
3.78K
$334K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
459+ 0.06% |
$37.8K - $41.7K
|
779K
$68.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-2K- 14.93% |
$165K - $182K
|
11.4K
$1.01M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-96.8K- 92.52% |
$7.97M - $8.79M
|
7.83K
$692K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.77K+ 43.84% |
$393K - $433K
|
15.7K
$1.38M
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.19% |
$165 - $182
|
1.06K
$94.1K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
65+ 70.65% |
$5.35K - $5.9K
|
157
$13.9K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.94KNew |
$324K - $357K
|
3.94K
$348K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.92KNew |
$240K - $265K
|
2.92K
$258K
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-540- 3.89% |
$44.4K - $49K
|
13.3K
$1.18M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
635+ 3.92% |
$52.3K - $57.6K
|
16.8K
$1.49M
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
SELL
|
- |
-2.98K- 2.61% |
$245K - $270K
|
111K
$9.83M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-498- 7.94% |
$41K - $45.2K
|
5.77K
$511K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.53K+ 16.96% |
$619K - $683K
|
51.9K
$4.59M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.01K+ 2.17% |
$82.9K - $91.4K
|
47.5K
$4.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
783+ 6.94% |
$64.4K - $71.1K
|
12.1K
$1.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
576New |
$47.4K - $52.3K
|
576
$51K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
667+ 12.17% |
$54.9K - $60.5K
|
6.15K
$544K
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-223- 2.94% |
$18.4K - $20.2K
|
7.37K
$652K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.08M+ 40496.52% |
$88.9M - $98.1M
|
1.08M
$95.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.45K- 28.56% |
$778K - $858K
|
23.6K
$2.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
22New |
$1.81K - $2K
|
22
$1.95K
|
|
|
Nov 06, 2025
Q3 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-121- 4.21% |
$9.96K - $11K
|
2.75K
$244K
|
|
|
Nov 06, 2025
Q3 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-164- 0.63% |
$13.5K - $14.9K
|
26K
$2.3M
|
|