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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
847KNew |
$64.4M - $69.1M
|
847K
$75M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
124KNew |
$9.45M - $10.1M
|
124K
$11M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
56.7KNew |
$4.31M - $4.63M
|
56.7K
$5.02M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
47.2KNew |
$3.59M - $3.85M
|
47.2K
$4.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
15K+ 1.4% |
$1.14M - $1.22M
|
1.09M
$96.1M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$760K - $816K
|
10K
$885K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.97K+ 1.44% |
$529K - $568K
|
489K
$43.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.5KNew |
$418K - $449K
|
5.5K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.81KNew |
$365K - $392K
|
4.81K
$425K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$308K - $330K
|
4.05K
$358K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.98KNew |
$227K - $243K
|
2.98K
$264K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.78KNew |
$211K - $227K
|
2.78K
$246K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5K+ 124900.0% |
$190K - $204K
|
2.5K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2KNew |
$152K - $163K
|
2K
$177K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.87K+ 9.62% |
$142K - $153K
|
21.3K
$1.88M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.7KNew |
$129K - $138K
|
1.7K
$150K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.52K+ 114.81% |
$115K - $124K
|
2.84K
$251K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.43KNew |
$108K - $116K
|
1.43K
$126K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.36KNew |
$104K - $111K
|
1.36K
$121K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$76K - $81.6K
|
1K
$88.5K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
800New |
$60.8K - $65.3K
|
800
$70.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
781New |
$59.3K - $63.7K
|
781
$69.1K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
686New |
$52.1K - $56K
|
686
$60.7K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
337New |
$25.6K - $27.5K
|
337
$29.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$22.8K - $24.5K
|
300
$26.5K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
266+ 7.56% |
$20.2K - $21.7K
|
3.78K
$335K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
264+ 1320.0% |
$20.1K - $21.5K
|
284
$25.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
214New |
$16.3K - $17.5K
|
214
$18.9K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
52+ 8.77% |
$3.95K - $4.24K
|
645
$57.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 1.03% |
$2.43K - $2.61K
|
3.13K
$277K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
25+ 3.57% |
$1.9K - $2.04K
|
725
$64.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
11New |
$836 - $897
|
11
$973
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$456 - $489
|
6
$531
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3New |
$228 - $245
|
3
$265
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.03% |
$152 - $163
|
7.06K
$625K
|
|
| Q4 2024 | |||||||
|
Feb 03, 2025
Q4 2024
|
Mackay Shields LLC
|
BUY
|
- |
93.9KNew |
$7.16M - $7.72M
|
93.9K
$8.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.5KNew |
$5.22M - $5.64M
|
68.5K
$6.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62.6KNew |
$4.77M - $5.15M
|
62.6K
$5.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
51.3KNew |
$3.91M - $4.22M
|
51.3K
$4.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
50.9K+ 97825.0% |
$3.88M - $4.18M
|
50.9K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
29.3KNew |
$2.24M - $2.41M
|
29.3K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.4KNew |
$1.71M - $1.84M
|
22.4K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
13.3KNew |
$1.01M - $1.1M
|
13.3K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.9KNew |
$754K - $814K
|
9.9K
$876K
|
|
|
Apr 17, 2025
Q4 2024
|
Lee Kelleher Wealth Management
Fulton, MD |
BUY
|
- |
9.5KNew |
$724K - $781K
|
9.5K
$841K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
9.35KNew |
$713K - $769K
|
9.35K
$828K
|
|