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 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
6+ 0.18% |
$494 - $545
|
3.35K
$296K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
5+ 0.02% |
$411 - $454
|
30.2K
$2.67M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.43% |
$329 - $363
|
935
$82.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.19% |
$165 - $182
|
1.06K
$94.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.38% |
$165 - $182
|
533
$47.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$82.3 - $90.8
|
2.66K
$236K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.45% |
$82.3 - $90.8
|
223
$19.7K
|
|
|
Nov 10, 2025
Q3 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1+ 0.02% |
$82.3 - $90.8
|
4.01K
$355K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$82.3 - $90.8
|
4.13K
$365K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1+ 0.87% |
$82.3 - $90.8
|
116
$10.3K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.16% |
$82.3 - $90.8
|
629
$55.7K
|
|
| Q2 2025 | |||||||
|
Nov 24, 2025
Q2 2025
|
William Mack & Associates, Inc.
Troy, MI |
BUY
|
- |
37.5K+ 45.6% |
$2.7M - $3.1M
|
120K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
16.4KNew |
$1.18M - $1.36M
|
16.4K
$1.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
9.97K+ 135.29% |
$716K - $824K
|
17.3K
$1.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.57KNew |
$472K - $543K
|
6.57K
$581K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.57KNew |
$328K - $377K
|
4.57K
$404K
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.82KNew |
$274K - $315K
|
3.82K
$338K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.41KNew |
$245K - $282K
|
3.41K
$302K
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
3.23KNew |
$232K - $267K
|
3.23K
$285K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.92KNew |
$210K - $242K
|
2.92K
$259K
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.73KNew |
$196K - $225K
|
2.73K
$241K
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.5KNew |
$180K - $207K
|
2.5K
$221K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.48KNew |
$178K - $205K
|
2.48K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.46KNew |
$177K - $204K
|
2.46K
$218K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.67K+ 10.01% |
$120K - $138K
|
18.4K
$1.63M
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.12KNew |
$80.7K - $92.8K
|
1.12K
$99.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1K+ 55.25% |
$71.9K - $82.7K
|
2.81K
$249K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
977+ 27.57% |
$70.2K - $80.8K
|
4.52K
$400K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
700New |
$50.3K - $57.9K
|
700
$61.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
604New |
$43.4K - $49.9K
|
604
$53.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
430New |
$30.9K - $35.5K
|
430
$38.1K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
400New |
$28.7K - $33.1K
|
400
$35.4K
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
351New |
$25.2K - $29K
|
351
$31.1K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
312+ 13.0% |
$22.4K - $25.8K
|
2.71K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
303New |
$21.8K - $25K
|
303
$26.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
275+ 7.67% |
$19.8K - $22.7K
|
3.86K
$342K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
250New |
$18K - $20.7K
|
250
$22.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
247+ 1.76% |
$17.7K - $20.4K
|
14.3K
$1.26M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
211New |
$15.2K - $17.4K
|
211
$18.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$7.19K - $8.27K
|
100
$8.85K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
87New |
$6.25K - $7.19K
|
87
$7.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
45+ 4.87% |
$3.23K - $3.72K
|
969
$85.7K
|
|
|
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 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
27+ 0.34% |
$1.94K - $2.23K
|
7.9K
$699K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6+ 0.04% |
$431 - $496
|
15.5K
$1.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.53% |
$287 - $331
|
756
$66.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.61% |
$71.9 - $82.7
|
63
$5.57K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$71.9 - $82.7
|
828
$73.3K
|
|
|
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
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.47% |
$71.9 - $82.7
|
215
$19K
|
|