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 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.77K+ 43.84% |
$393K - $433K
|
15.7K
$1.38M
|
|
|
Nov 12, 2025
Q3 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.67KNew |
$384K - $424K
|
4.67K
$413K
|
|
|
Nov 18, 2025
Q3 2025
|
Dorsey Wright & Associates
|
BUY
|
- |
4.57KNew |
$376K - $415K
|
4.57K
$404K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.37K+ 3.94% |
$359K - $396K
|
115K
$10.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.27KNew |
$351K - $388K
|
4.27K
$378K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.05K+ 8.71% |
$333K - $367K
|
50.5K
$4.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.94KNew |
$324K - $357K
|
3.94K
$348K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.72KNew |
$306K - $337K
|
3.72K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.71K+ 0.15% |
$306K - $337K
|
2.41M
$213M
|
|
|
Nov 14, 2025
Q3 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.7KNew |
$304K - $336K
|
3.7K
$327K
|
|
|
Nov 05, 2025
Q3 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
3.65KNew |
$301K - $332K
|
3.65K
$323K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.64KNew |
$300K - $331K
|
3.64K
$322K
|
|
|
Nov 12, 2025
Q3 2025
|
Bts Asset Management, Inc.
|
BUY
|
- |
3.38KNew |
$278K - $307K
|
3.38K
$299K
|
|
|
Oct 28, 2025
Q3 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.26K+ 14.31% |
$268K - $296K
|
26K
$2.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
3.23KNew |
$266K - $293K
|
3.23K
$286K
|
|
|
Nov 14, 2025
Q3 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.23K+ 3.73% |
$266K - $293K
|
89.7K
$7.94M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.22K+ 45.1% |
$265K - $292K
|
10.4K
$916K
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.18K+ 1.37% |
$261K - $288K
|
234K
$20.7M
|
|
|
Oct 31, 2025
Q3 2025
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.08KNew |
$254K - $280K
|
3.08K
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
2.99KNew |
$246K - $272K
|
2.99K
$265K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.92KNew |
$240K - $265K
|
2.92K
$258K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.74KNew |
$225K - $249K
|
2.74K
$242K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.72KNew |
$223K - $246K
|
2.72K
$240K
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.59KNew |
$213K - $235K
|
2.59K
$229K
|
|
|
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
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.53KNew |
$208K - $229K
|
2.53K
$224K
|
|
|
Oct 31, 2025
Q3 2025
|
Bam Wealth Management, LLC
Lakewood, CO |
BUY
|
- |
2.4KNew |
$198K - $218K
|
2.4K
$213K
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
2.4KNew |
$197K - $218K
|
2.4K
$212K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.34KNew |
$193K - $213K
|
2.34K
$207K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.32K+ 1.26% |
$191K - $210K
|
186K
$16.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.32KNew |
$191K - $210K
|
2.32K
$205K
|
|
|
Oct 31, 2025
Q3 2025
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
2.29KNew |
$188K - $207K
|
2.29K
$202K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
2.27KNew |
$187K - $206K
|
2.27K
$201K
|
|
|
Nov 12, 2025
Q3 2025
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
2.25KNew |
$185K - $204K
|
2.25K
$199K
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.13K+ 7.54% |
$175K - $193K
|
30.3K
$2.68M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.91KNew |
$157K - $173K
|
1.91K
$169K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.86KNew |
$153K - $169K
|
1.86K
$165K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.85K+ 5.44% |
$153K - $168K
|
36K
$3.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.77K+ 3.26% |
$145K - $160K
|
56K
$4.95M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.66K+ 5.33% |
$137K - $151K
|
32.8K
$2.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.51K+ 26.11% |
$124K - $137K
|
7.29K
$645K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
1.38K+ 34.51% |
$114K - $126K
|
5.39K
$477K
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
1.3K+ 18.45% |
$107K - $118K
|
8.37K
$740K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.22K+ 20.15% |
$100K - $110K
|
7.26K
$642K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.1K+ 40.74% |
$90.5K - $99.8K
|
3.8K
$336K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1.01K+ 2.17% |
$82.9K - $91.4K
|
47.5K
$4.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
987+ 1.08% |
$81.2K - $89.6K
|
92.7K
$8.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
865+ 17.48% |
$71.2K - $78.5K
|
5.81K
$514K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
819+ 4.14% |
$67.4K - $74.3K
|
20.6K
$1.82M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
809+ 30.66% |
$66.6K - $73.4K
|
3.45K
$305K
|
|