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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.61% |
$71.9 - $82.7
|
63
$5.57K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
275+ 7.67% |
$19.8K - $22.7K
|
3.86K
$342K
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-350- 31.42% |
$25.2K - $28.9K
|
764
$67.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-506- 0.45% |
$36.4K - $41.8K
|
111K
$9.8M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.82KNew |
$274K - $315K
|
3.82K
$338K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.5KNew |
$180K - $207K
|
2.5K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
700New |
$50.3K - $57.9K
|
700
$61.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.73KNew |
$196K - $225K
|
2.73K
$241K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.28K- 22.72% |
$91.8K - $106K
|
4.35K
$385K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-67- 0.67% |
$4.81K - $5.54K
|
9.95K
$880K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$71.9 - $82.7
|
828
$73.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
87New |
$6.25K - $7.19K
|
87
$7.7K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-50- 1.12% |
$3.59K - $4.13K
|
4.41K
$390K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-28- 14.81% |
$2.01K - $2.31K
|
161
$14.2K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
351New |
$25.2K - $29K
|
351
$31.1K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-267- 6.22% |
$19.2K - $22.1K
|
4.03K
$356K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-135- 3.98% |
$9.7K - $11.2K
|
3.26K
$288K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-450- 2.34% |
$32.3K - $37.2K
|
18.7K
$1.66M
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-175- 1.92% |
$12.6K - $14.5K
|
8.93K
$790K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$7.19K - $8.27K
|
100
$8.85K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
977+ 27.57% |
$70.2K - $80.8K
|
4.52K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 0.21% |
$359 - $413
|
2.41K
$213K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-293- 17.5% |
$21.1K - $24.2K
|
1.38K
$122K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-366K- 63.25% |
$26.3M - $30.3M
|
213K
$18.8M
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.57KNew |
$328K - $377K
|
4.57K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-79.8K- 66.92% |
$5.74M - $6.6M
|
39.4K
$3.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-105- 6.54% |
$7.55K - $8.68K
|
1.5K
$133K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-70- 0.89% |
$5.03K - $5.79K
|
7.76K
$687K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
430New |
$30.9K - $35.5K
|
430
$38.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.03% |
$71.9 - $82.7
|
3.28K
$290K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-109- 47.19% |
$7.83K - $9.01K
|
122
$10.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-1.17K- 2.98% |
$84.4K - $97K
|
38.2K
$3.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.47% |
$71.9 - $82.7
|
215
$19K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 59.88% |
$7.19K - $8.27K
|
67
$5.93K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-68.7K- 98.9% |
$4.93M - $5.67M
|
765
$67.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.08K- 95.32% |
$293K - $337K
|
200
$17.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 12.75% |
$2.8K - $3.22K
|
267
$23.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-225- 5.0% |
$16.2K - $18.6K
|
4.27K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-161- 3.93% |
$11.6K - $13.3K
|
3.93K
$348K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
27+ 0.34% |
$1.94K - $2.23K
|
7.9K
$699K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-150Closed |
$10.8K - $12.4K
|
0
$0
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
604New |
$43.4K - $49.9K
|
604
$53.4K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.53% |
$287 - $331
|
756
$66.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-47- 0.5% |
$3.38K - $3.89K
|
9.3K
$823K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.48KNew |
$178K - $205K
|
2.48K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-109- 3.37% |
$7.83K - $9.01K
|
3.12K
$276K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
43+ 9.13% |
$3.09K - $3.55K
|
514
$45.5K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-700- 17.86% |
$50.3K - $57.9K
|
3.22K
$285K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.36KNew |
$104K - $111K
|
1.36K
$121K
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.87KClosed |
$218K - $234K
|
0
$0
|
|