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 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-178- 4.22% |
$14.6K - $16.2K
|
4.04K
$358K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 0.68% |
$4.11K - $4.54K
|
7.25K
$642K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.05K- 8.36% |
$333K - $368K
|
44.4K
$3.93M
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-657- 14.02% |
$54.1K - $59.6K
|
4.03K
$357K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-37- 0.33% |
$3.04K - $3.36K
|
11K
$977K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-261- 6.36% |
$21.5K - $23.7K
|
3.85K
$340K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
7.73K+ 42.49% |
$636K - $701K
|
25.9K
$2.29M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-463- 6.63% |
$38.1K - $42K
|
6.52K
$577K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.1K+ 234.23% |
$999K - $1.1M
|
17.3K
$1.53M
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.64KNew |
$300K - $331K
|
3.64K
$322K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.38% |
$165 - $182
|
533
$47.2K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.3% |
$82.3 - $90.8
|
329
$29.1K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.25KNew |
$679K - $749K
|
8.25K
$730K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.97K- 1.82% |
$162K - $178K
|
106K
$9.36M
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
73+ 94.81% |
$6.01K - $6.63K
|
150
$13.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.51K+ 26.11% |
$124K - $137K
|
7.29K
$645K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.72KNew |
$306K - $337K
|
3.72K
$329K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.39KNew |
$444K - $489K
|
5.39K
$477K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
809+ 30.66% |
$66.6K - $73.4K
|
3.45K
$305K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-36- 59.02% |
$2.96K - $3.27K
|
25
$2.21K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4.12K- 2.14% |
$339K - $374K
|
189K
$16.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
574KNew |
$47.2M - $52.1M
|
574K
$50.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
383New |
$31.5K - $34.8K
|
383
$33.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
164+ 0.6% |
$13.5K - $14.9K
|
27.7K
$2.45M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-275- 7.76% |
$22.6K - $25K
|
3.27K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
29New |
$2.39K - $2.63K
|
29
$2.57K
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-127- 0.1% |
$10.5K - $11.5K
|
123K
$10.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.74KNew |
$225K - $249K
|
2.74K
$242K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
49New |
$4.03K - $4.45K
|
49
$4.34K
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-2.5K- 13.09% |
$206K - $227K
|
16.6K
$1.47M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-146- 4.49% |
$12K - $13.3K
|
3.11K
$275K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
121+ 4.56% |
$9.96K - $11K
|
2.77K
$245K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.04K- 13.86% |
$85.6K - $94.4K
|
6.47K
$572K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.34KNew |
$193K - $213K
|
2.34K
$207K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-467- 6.45% |
$38.4K - $42.4K
|
6.77K
$599K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
6+ 0.18% |
$494 - $545
|
3.35K
$296K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.57K+ 21.08% |
$211K - $233K
|
14.7K
$1.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 30.3% |
$382K - $421K
|
20K
$1.77M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-259- 6.24% |
$21.3K - $23.5K
|
3.89K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.53KNew |
$208K - $229K
|
2.53K
$224K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-29- 4.5% |
$2.39K - $2.63K
|
616
$54.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-153- 1.63% |
$12.6K - $13.9K
|
9.22K
$816K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-491- 5.19% |
$40.4K - $44.6K
|
8.97K
$793K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-456- 14.65% |
$37.5K - $41.4K
|
2.66K
$235K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.27% |
$658 - $726
|
2.94K
$260K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.68K- 15.83% |
$303K - $334K
|
19.6K
$1.73M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
18+ 0.32% |
$1.48K - $1.63K
|
5.73K
$507K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
318+ 3.75% |
$26.2K - $28.9K
|
8.81K
$780K
|
|
|
Oct 14, 2025
Q3 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
6.38KNew |
$525K - $579K
|
6.38K
$565K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-77- 2.06% |
$6.34K - $6.99K
|
3.65K
$323K
|
|