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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
791+ 6.36% |
$65.1K - $71.8K
|
13.2K
$1.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
775+ 0.07% |
$63.8K - $70.3K
|
1.13M
$100M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
710+ 2.6% |
$58.4K - $64.4K
|
28K
$2.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
702+ 259.04% |
$57.8K - $63.7K
|
973
$86.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
667+ 12.17% |
$54.9K - $60.5K
|
6.15K
$544K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
667+ 23.15% |
$54.9K - $60.5K
|
3.55K
$314K
|
|
|
Jan 06, 2026
Q3 2025
|
Legacy Financial Group LLC
|
BUY
|
- |
650+ 6.65% |
$53.5K - $59K
|
10.4K
$923K
|
|
|
Oct 31, 2025
Q3 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
644+ 6.33% |
$53K - $58.5K
|
10.8K
$957K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
636New |
$52.3K - $57.7K
|
636
$56.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
635+ 3.92% |
$52.3K - $57.6K
|
16.8K
$1.49M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
605+ 0.39% |
$49.8K - $54.9K
|
157K
$13.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
576New |
$47.4K - $52.3K
|
576
$51K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
553+ 0.86% |
$45.5K - $50.2K
|
64.7K
$5.73M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
459+ 0.06% |
$37.8K - $41.7K
|
779K
$68.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
408+ 6.68% |
$33.6K - $37K
|
6.52K
$577K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
394+ 14.99% |
$32.4K - $35.8K
|
3.02K
$268K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
383New |
$31.5K - $34.8K
|
383
$33.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
370+ 8.05% |
$30.4K - $33.6K
|
4.97K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
363+ 0.67% |
$29.9K - $32.9K
|
54.2K
$4.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
318+ 3.75% |
$26.2K - $28.9K
|
8.81K
$780K
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
317+ 2.7% |
$26.1K - $28.8K
|
12.1K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
274+ 0.82% |
$22.5K - $24.9K
|
33.6K
$2.97M
|
|
|
Nov 14, 2025
Q3 2025
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
267+ 91.44% |
$22K - $24.2K
|
559
$49.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
256New |
$21.1K - $23.2K
|
256
$22.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
248+ 7.59% |
$20.4K - $22.5K
|
3.52K
$311K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
247+ 3.05% |
$20.3K - $22.4K
|
8.35K
$738K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
242+ 24.49% |
$19.9K - $22K
|
1.23K
$109K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
210+ 0.42% |
$17.3K - $19.1K
|
50.5K
$4.47M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
166+ 19.81% |
$13.7K - $15.1K
|
1K
$88.8K
|
|
|
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
|
|
|
Nov 03, 2025
Q3 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
153+ 0.64% |
$12.6K - $13.9K
|
24K
$2.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
150New |
$12.3K - $13.6K
|
150
$13.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
146+ 0.81% |
$12K - $13.3K
|
18.2K
$1.61M
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
125+ 1.18% |
$10.3K - $11.3K
|
10.7K
$949K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
121+ 4.56% |
$9.96K - $11K
|
2.77K
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
100New |
$8.23K - $9.08K
|
100
$8.85K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
98+ 1.49% |
$8.06K - $8.9K
|
6.66K
$589K
|
|
|
Nov 26, 2025
Q3 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
91New |
$7.49K - $8.26K
|
91
$8.05K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
73+ 94.81% |
$6.01K - $6.63K
|
150
$13.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
65+ 70.65% |
$5.35K - $5.9K
|
157
$13.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
62New |
$5.1K - $5.63K
|
62
$5.49K
|
|
|
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
|
Valley National Advisers Inc
|
BUY
|
- |
29New |
$2.39K - $2.63K
|
29
$2.57K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
28+ 0.13% |
$2.3K - $2.54K
|
22.4K
$1.98M
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
26+ 0.45% |
$2.14K - $2.36K
|
5.83K
$516K
|
|
|
Nov 05, 2025
Q3 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
25+ 8.09% |
$2.06K - $2.27K
|
334
$29.6K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
22New |
$1.81K - $2K
|
22
$1.95K
|
|
|
Nov 19, 2025
Q3 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
11+ 0.21% |
$905 - $998
|
5.18K
$458K
|
|
|
Oct 29, 2025
Q3 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
10+ 0.16% |
$823 - $908
|
6.27K
$554K
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
8New |
$658 - $726
|
8
$708
|
|