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 |
|---|---|---|---|---|---|---|---|
|
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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.7KNew |
$2.93M - $3.24M
|
35.7K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31.9K+ 7968.75% |
$2.62M - $2.89M
|
32.3K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
30.1K+ 45.59% |
$2.48M - $2.73M
|
96.1K
$8.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
29.7K+ 78.76% |
$2.44M - $2.69M
|
67.3K
$5.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.3K+ 14.05% |
$2.16M - $2.39M
|
213K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.9K+ 24.19% |
$1.89M - $2.08M
|
118K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
19.7K+ 230.66% |
$1.63M - $1.79M
|
28.3K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.7K+ 81.15% |
$1.62M - $1.79M
|
44K
$3.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19.2K+ 484.32% |
$1.58M - $1.74M
|
23.1K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
18.4K+ 12.82% |
$1.51M - $1.67M
|
162K
$14.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
15.3KNew |
$1.25M - $1.38M
|
15.3K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 3.01% |
$1.14M - $1.26M
|
475K
$42M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.5K+ 0.51% |
$1.11M - $1.22M
|
2.63M
$233M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.3KNew |
$1.09M - $1.21M
|
13.3K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
13.1KNew |
$1.08M - $1.19M
|
13.1K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.9K+ 20.03% |
$1.07M - $1.17M
|
77.6K
$6.86M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$1.03M - $1.13M
|
12.5K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
12.1KNew |
$997K - $1.1M
|
12.1K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.6K+ 2.66% |
$953K - $1.05M
|
448K
$39.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
10.6KNew |
$874K - $964K
|
10.6K
$940K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10.6K+ 9.22% |
$872K - $962K
|
125K
$11.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10.6KNew |
$871K - $961K
|
10.6K
$937K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 4.33% |
$863K - $952K
|
252K
$22.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
10.2KNew |
$835K - $922K
|
10.2K
$898K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.2K+ 232.79% |
$835K - $921K
|
14.5K
$1.28M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.2KNew |
$835K - $921K
|
10.2K
$898K
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
10.2KNew |
$835K - $921K
|
10.2K
$898K
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.57KNew |
$788K - $869K
|
9.57K
$847K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
9.5K+ 18.67% |
$781K - $862K
|
60.4K
$5.34M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
8.68K+ 65.9% |
$714K - $788K
|
21.9K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
8.29KNew |
$682K - $752K
|
8.29K
$733K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
8.2K+ 759.26% |
$675K - $744K
|
9.28K
$821K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
7.73K+ 42.49% |
$636K - $701K
|
25.9K
$2.29M
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.59KNew |
$624K - $689K
|
7.59K
$671K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
7.55K+ 71.39% |
$621K - $685K
|
18.1K
$1.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
7.53K+ 16.96% |
$619K - $683K
|
51.9K
$4.59M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.49KNew |
$616K - $680K
|
7.49K
$662K
|
|
|
Nov 14, 2025
Q3 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
6.63K+ 22.07% |
$545K - $602K
|
36.6K
$3.24M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.38K+ 181.15% |
$525K - $579K
|
9.91K
$876K
|
|
|
Oct 14, 2025
Q3 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
6.38KNew |
$525K - $579K
|
6.38K
$565K
|
|
|
Nov 13, 2025
Q3 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
6.33K+ 21.39% |
$521K - $575K
|
35.9K
$3.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.33KNew |
$521K - $574K
|
6.33K
$560K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
6.23K+ 8.24% |
$513K - $565K
|
81.9K
$7.24M
|
|
|
Nov 13, 2025
Q3 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
BUY
|
- |
6.09K+ 2.74% |
$501K - $553K
|
229K
$20.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.82K+ 24.16% |
$479K - $528K
|
29.9K
$2.65M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.39KNew |
$444K - $489K
|
5.39K
$477K
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
4.91K+ 131.41% |
$404K - $446K
|
8.65K
$765K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.86K+ 44.73% |
$400K - $441K
|
15.7K
$1.39M
|
|