Latest Institutional Purchases of Spdr Bloomberg Convertible Sec (CWB)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
31.6K+ 100.29% |
$2.79M - $2.96M
|
63.1K
$5.58M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.1K+ 9.66% |
$1.86M - $1.97M
|
239K
$21.1M
|
|
|
Jan 20, 2026
Q4 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.5K+ 90.89% |
$664K - $702K
|
15.8K
$1.39M
|
|
|
Jan 12, 2026
Q4 2025
|
David J Yvars Group
|
BUY
|
- |
6.57K+ 12.02% |
$582K - $615K
|
61.3K
$5.42M
|
|
|
Jan 16, 2026
Q4 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
5.58K+ 69.89% |
$494K - $522K
|
13.6K
$1.2M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5K+ 81.3% |
$442K - $468K
|
11.1K
$986K
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
4.64K+ 23.68% |
$410K - $434K
|
24.2K
$2.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.71K+ 21.44% |
$329K - $348K
|
21K
$1.86M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.32K+ 82.09% |
$206K - $218K
|
5.16K
$456K
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.78K+ 13.14% |
$157K - $166K
|
15.3K
$1.36M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.19K+ 5.28% |
$105K - $111K
|
23.7K
$2.1M
|
|
|
Jan 16, 2026
Q4 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
874+ 1.26% |
$77.3K - $81.8K
|
70.2K
$6.21M
|
|
|
Jan 20, 2026
Q4 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
750+ 12.42% |
$66.4K - $70.2K
|
6.79K
$601K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
650New |
$57.5K - $60.9K
|
650
$57.5K
|
|
|
Jan 21, 2026
Q4 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
623+ 4.67% |
$55.1K - $58.3K
|
14K
$1.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
598+ 2.99% |
$52.9K - $56K
|
20.6K
$1.82M
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
594New |
$52.6K - $55.6K
|
594
$52.6K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
440New |
$38.9K - $41.2K
|
440
$38.9K
|
|
|
Jan 14, 2026
Q4 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
329+ 3.32% |
$29.1K - $30.8K
|
10.2K
$906K
|
|
|
Jan 14, 2026
Q4 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
202New |
$17.9K - $18.9K
|
202
$17.9K
|
|
|
Jan 20, 2026
Q4 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
192+ 6.18% |
$17K - $18K
|
3.3K
$292K
|
|
|
Jan 16, 2026
Q4 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
191+ 1.58% |
$16.9K - $17.9K
|
12.3K
$1.08M
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
154+ 0.31% |
$13.6K - $14.4K
|
49.4K
$4.37M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
111+ 1.23% |
$9.82K - $10.4K
|
9.16K
$811K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
101New |
$8.94K - $9.46K
|
101
$8.94K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
100New |
$8.85K - $9.36K
|
100
$8.85K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
96+ 33.8% |
$8.5K - $8.99K
|
380
$33.6K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
BUY
|
- |
86+ 5.73% |
$7.61K - $8.05K
|
1.59K
$140K
|
|
|
Jan 16, 2026
Q4 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
54+ 0.5% |
$4.78K - $5.06K
|
10.9K
$967K
|
|
|
Jan 12, 2026
Q4 2025
|
Burns J W & CO Inc
|
BUY
|
- |
51+ 0.26% |
$4.51K - $4.78K
|
19.7K
$1.74M
|
|
|
Jan 20, 2026
Q4 2025
|
Nvwm, LLC
|
BUY
|
- |
49+ 1.77% |
$4.34K - $4.59K
|
2.82K
$250K
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
43+ 0.38% |
$3.81K - $4.03K
|
11.5K
$1.02M
|
|
|
Jan 13, 2026
Q4 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
24+ 0.42% |
$2.12K - $2.25K
|
5.75K
$509K
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
12+ 0.25% |
$1.06K - $1.12K
|
4.87K
$431K
|
|
|
Jan 08, 2026
Q4 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11+ 0.14% |
$973 - $1.03K
|
7.62K
$675K
|
|
|
Jan 15, 2026
Q4 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
10+ 0.34% |
$885 - $936
|
2.95K
$261K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
8+ 0.16% |
$708 - $749
|
5.1K
$451K
|
|
|
Jan 15, 2026
Q4 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6+ 0.11% |
$531 - $562
|
5.61K
$496K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.53% |
$442 - $468
|
940
$83.2K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.56% |
$265 - $281
|
536
$47.4K
|
|
|
Jan 16, 2026
Q4 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.3% |
$88.5 - $93.6
|
330
$29.2K
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.18% |
$88.5 - $93.6
|
554
$49K
|
|
|
Jan 12, 2026
Q4 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2025 | |||||||
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.08M+ 40496.52% |
$88.9M - $98.1M
|
1.08M
$95.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
470KNew |
$38.7M - $42.7M
|
470K
$41.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
377K+ 89.44% |
$31M - $34.2M
|
799K
$70.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
347K+ 76.15% |
$28.5M - $31.5M
|
803K
$71M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
245K+ 37.36% |
$20.1M - $22.2M
|
900K
$79.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
216K+ 254.94% |
$17.8M - $19.6M
|
301K
$26.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
161K+ 88.15% |
$13.2M - $14.6M
|
343K
$30.4M
|
|