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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
644+ 6.33% |
$53K - $58.5K
|
10.8K
$957K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-148- 1.27% |
$12.2K - $13.4K
|
11.5K
$1.02M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.3KNew |
$1.09M - $1.21M
|
13.3K
$1.18M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.08KNew |
$254K - $280K
|
3.08K
$273K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.59KNew |
$624K - $689K
|
7.59K
$671K
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
865+ 17.48% |
$71.2K - $78.5K
|
5.81K
$514K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-49.9K- 68.46% |
$4.1M - $4.53M
|
23K
$2.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-128- 2.98% |
$10.5K - $11.6K
|
4.17K
$369K
|
|
|
Oct 30, 2025
Q3 2025
|
Traub Capital Management LLC
Needham, MA |
SELL
|
- |
-218- 8.35% |
$17.9K - $19.8K
|
2.39K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
26+ 0.45% |
$2.14K - $2.36K
|
5.83K
$516K
|
|
|
Oct 30, 2025
Q3 2025
|
E Rn Financial, LLC
|
BUY
|
- |
4+ 0.07% |
$329 - $363
|
5.6K
$496K
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
29.7K+ 78.76% |
$2.44M - $2.69M
|
67.3K
$5.96M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.31K- 29.87% |
$684K - $754K
|
19.5K
$1.73M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10.6KNew |
$871K - $961K
|
10.6K
$937K
|
|
|
Oct 29, 2025
Q3 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
50KNew |
$4.11M - $4.54M
|
50K
$4.42M
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
10+ 0.16% |
$823 - $908
|
6.27K
$554K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.05K- 84.12% |
$86.7K - $95.7K
|
199
$17.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-282- 7.56% |
$23.2K - $25.6K
|
3.45K
$305K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.37K+ 3.94% |
$359K - $396K
|
115K
$10.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
11K+ 18.96% |
$909K - $1M
|
69.3K
$6.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.45K- 4.72% |
$778K - $858K
|
191K
$16.9M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-978- 2.09% |
$80.5K - $88.8K
|
45.7K
$4.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
13.1KNew |
$1.08M - $1.19M
|
13.1K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-46- 4.76% |
$3.79K - $4.18K
|
920
$81.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.38K+ 34.51% |
$114K - $126K
|
5.39K
$477K
|
|
|
Oct 28, 2025
Q3 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
25+ 0.05% |
$2.06K - $2.27K
|
49.3K
$4.36M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.3K+ 18.45% |
$107K - $118K
|
8.37K
$740K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.26K+ 14.31% |
$268K - $296K
|
26K
$2.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-592- 1.89% |
$48.7K - $53.7K
|
30.7K
$2.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-193- 0.35% |
$15.9K - $17.5K
|
54.9K
$4.85M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
605+ 0.39% |
$49.8K - $54.9K
|
157K
$13.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
8New |
$658 - $726
|
8
$708
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
636New |
$52.3K - $57.7K
|
636
$56.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
394+ 14.99% |
$32.4K - $35.8K
|
3.02K
$268K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-152- 1.82% |
$12.5K - $13.8K
|
8.21K
$726K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
5+ 0.02% |
$411 - $454
|
30.2K
$2.67M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-922- 4.12% |
$75.9K - $83.7K
|
21.4K
$1.9M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-679- 45.48% |
$55.9K - $61.6K
|
814
$72K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.32KNew |
$191K - $210K
|
2.32K
$205K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-40- 0.21% |
$3.29K - $3.63K
|
19K
$1.68M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-200- 0.95% |
$16.5K - $18.2K
|
20.8K
$1.84M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
10.6KNew |
$874K - $964K
|
10.6K
$940K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.22K+ 45.1% |
$265K - $292K
|
10.4K
$916K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.81K+ 55.02% |
$149K - $164K
|
5.09K
$451K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1+ 0.87% |
$82.3 - $90.8
|
116
$10.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
791+ 6.36% |
$65.1K - $71.8K
|
13.2K
$1.17M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
100New |
$8.23K - $9.08K
|
100
$8.85K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.05K- 13.1% |
$86.7K - $95.7K
|
6.99K
$619K
|
|