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 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-284- 0.52% |
$23.4K - $25.8K
|
54.1K
$4.79M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
775+ 0.07% |
$63.8K - $70.3K
|
1.13M
$100M
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.65KNew |
$301K - $332K
|
3.65K
$323K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$82.3 - $90.8
|
4.13K
$365K
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-9.44K- 7.71% |
$777K - $857K
|
113K
$10M
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
25+ 8.09% |
$2.06K - $2.27K
|
334
$29.6K
|
|
|
Nov 05, 2025
Q3 2025
|
Key F Inancial Inc
|
SELL
|
- |
-159- 1.7% |
$13.1K - $14.4K
|
9.22K
$816K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.73K- 2.79% |
$307K - $339K
|
130K
$11.5M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-98.6K- 16.3% |
$8.12M - $8.95M
|
506K
$44.8M
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-444- 3.41% |
$36.5K - $40.3K
|
12.6K
$1.11M
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-71- 4.64% |
$5.84K - $6.44K
|
1.46K
$129K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.7KNew |
$2.93M - $3.24M
|
35.7K
$3.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-9.01K- 34.03% |
$741K - $818K
|
17.5K
$1.55M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$223K - $246K
|
2.72K
$240K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
38.1KNew |
$3.14M - $3.46M
|
38.1K
$3.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.29KNew |
$682K - $752K
|
8.29K
$733K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.82K+ 24.16% |
$479K - $528K
|
29.9K
$2.65M
|
|
|
Nov 04, 2025
Q3 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-75- 3.57% |
$6.17K - $6.81K
|
2.02K
$179K
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.23KNew |
$266K - $293K
|
3.23K
$286K
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
10.2KNew |
$835K - $922K
|
10.2K
$898K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
702+ 259.04% |
$57.8K - $63.7K
|
973
$86.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-544- 5.04% |
$44.8K - $49.4K
|
10.3K
$907K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
667+ 23.15% |
$54.9K - $60.5K
|
3.55K
$314K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.66K+ 5.33% |
$137K - $151K
|
32.8K
$2.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.71K+ 0.15% |
$306K - $337K
|
2.41M
$213M
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-97- 9.0% |
$7.98K - $8.8K
|
981
$86.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-863- 0.87% |
$71K - $78.3K
|
97.9K
$8.66M
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-271- 8.62% |
$22.3K - $24.6K
|
2.87K
$254K
|
|
|
Nov 03, 2025
Q3 2025
|
Stablepoint Partners, LLC
Braintree, MA |
SELL
|
- |
-67- 0.73% |
$5.51K - $6.08K
|
9.05K
$801K
|
|
|
Nov 03, 2025
Q3 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-155- 0.65% |
$12.8K - $14.1K
|
23.8K
$2.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-23.7K- 9.88% |
$1.95M - $2.15M
|
216K
$19.1M
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-292- 21.16% |
$24K - $26.5K
|
1.09K
$96.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
153+ 0.64% |
$12.6K - $13.9K
|
24K
$2.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-92K- 54.21% |
$7.57M - $8.35M
|
77.7K
$6.88M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.05K+ 8.71% |
$333K - $367K
|
50.5K
$4.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.2K+ 232.79% |
$835K - $921K
|
14.5K
$1.28M
|
|
|
Nov 03, 2025
Q3 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-53- 1.7% |
$4.36K - $4.81K
|
3.06K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.68K+ 65.9% |
$714K - $788K
|
21.9K
$1.93M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 20.15% |
$100K - $110K
|
7.26K
$642K
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
18.4K+ 12.82% |
$1.51M - $1.67M
|
162K
$14.3M
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-3.57K- 0.15% |
$293K - $324K
|
2.32M
$205M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-886- 0.62% |
$72.9K - $80.4K
|
143K
$12.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.4KNew |
$198K - $218K
|
2.4K
$213K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-261- 5.52% |
$21.5K - $23.7K
|
4.47K
$395K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.29KNew |
$188K - $207K
|
2.29K
$202K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 2.71% |
$41.1K - $45.4K
|
17.9K
$1.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-69- 4.93% |
$5.68K - $6.26K
|
1.33K
$118K
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
129KNew |
$10.6M - $11.7M
|
129K
$11.4M
|
|
|
Oct 31, 2025
Q3 2025
|
James Investment Research Inc
|
SELL
|
- |
-175- 1.86% |
$14.4K - $15.9K
|
9.24K
$818K
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.4K- 27.32% |
$1.43M - $1.58M
|
46.2K
$4.09M
|
|