Latest Institutional Sells of Spdr Bloomberg Convertible Sec (CWB)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-550K- 95.78% |
$48.6M - $51.5M
|
24.2K
$2.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
SELL
|
- |
-11.9K- 71.67% |
$1.05M - $1.12M
|
4.71K
$417K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9.57K- 19.11% |
$847K - $896K
|
40.5K
$3.58M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.01K- 2.1% |
$355K - $375K
|
187K
$16.5M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-3.24K- 17.55% |
$287K - $303K
|
15.2K
$1.35M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.98K- 2.18% |
$175K - $186K
|
89.1K
$7.89M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.56K- 39.98% |
$138K - $146K
|
2.34K
$207K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.07K- 1.45% |
$94.2K - $99.7K
|
72.5K
$6.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-658- 3.81% |
$58.2K - $61.6K
|
16.6K
$1.47M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-622- 6.05% |
$55K - $58.2K
|
9.66K
$855K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-538- 1.73% |
$47.6K - $50.4K
|
30.5K
$2.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-505- 1.49% |
$44.7K - $47.3K
|
33.4K
$2.95M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-484- 3.43% |
$42.8K - $45.3K
|
13.6K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-470- 5.05% |
$41.6K - $44K
|
8.84K
$782K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-361- 9.39% |
$31.9K - $33.8K
|
3.48K
$308K
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-280- 6.35% |
$24.8K - $26.2K
|
4.13K
$365K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-269- 1.2% |
$23.8K - $25.2K
|
22.2K
$1.96M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-161- 4.93% |
$14.2K - $15.1K
|
3.11K
$275K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-107- 1.96% |
$9.47K - $10K
|
5.37K
$475K
|
|
|
Jan 08, 2026
Q4 2025
|
Old Port Advisors
|
SELL
|
- |
-78- 1.69% |
$6.9K - $7.3K
|
4.53K
$401K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-77- 2.26% |
$6.81K - $7.21K
|
3.33K
$295K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-68- 0.35% |
$6.02K - $6.37K
|
19.3K
$1.7M
|
|
|
Jan 14, 2026
Q4 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-62- 2.33% |
$5.49K - $5.81K
|
2.59K
$230K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-26- 0.24% |
$2.3K - $2.43K
|
11K
$975K
|
|
|
Jan 14, 2026
Q4 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-14- 0.35% |
$1.24K - $1.31K
|
4.02K
$355K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-136K- 18.89% |
$11.2M - $12.3M
|
584K
$51.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-123K- 58.07% |
$10.1M - $11.1M
|
88.5K
$7.83M
|
|
|
Nov 05, 2025
Q3 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-98.6K- 16.3% |
$8.12M - $8.95M
|
506K
$44.8M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-96.8K- 92.52% |
$7.97M - $8.79M
|
7.83K
$692K
|
|
|
Nov 03, 2025
Q3 2025
|
Florin Court Capital LLP
|
SELL
|
- |
-92K- 54.21% |
$7.57M - $8.35M
|
77.7K
$6.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-69.7K- 4.14% |
$5.74M - $6.33M
|
1.61M
$143M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-61.1K- 16.83% |
$5.03M - $5.54M
|
302K
$26.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-49.9K- 68.46% |
$4.1M - $4.53M
|
23K
$2.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-36.5K- 12.08% |
$3M - $3.31M
|
265K
$23.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-26K- 32.87% |
$2.14M - $2.36M
|
53.1K
$4.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-24K- 18.35% |
$1.97M - $2.18M
|
107K
$9.45M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
SELL
|
- |
-23.7K- 9.88% |
$1.95M - $2.15M
|
216K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-21.8K- 84.13% |
$1.8M - $1.98M
|
4.12K
$365K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.8K- 7.59% |
$1.8M - $1.98M
|
266K
$23.5M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-17.4K- 27.32% |
$1.43M - $1.58M
|
46.2K
$4.09M
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-10.7K- 2.59% |
$876K - $967K
|
400K
$35.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-9.8K- 13.26% |
$806K - $890K
|
64.1K
$5.67M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.45K- 28.56% |
$778K - $858K
|
23.6K
$2.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-9.44K- 7.71% |
$777K - $857K
|
113K
$10M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.3K- 2.03% |
$765K - $844K
|
448K
$39.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-9.01K- 34.03% |
$741K - $818K
|
17.5K
$1.55M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.31K- 29.87% |
$684K - $754K
|
19.5K
$1.73M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.24K- 30.91% |
$678K - $748K
|
18.4K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-7.71K- 16.93% |
$635K - $700K
|
37.8K
$3.35M
|
|
|
Nov 21, 2025
Q3 2025
|
Petix & Botte CO
|
SELL
|
- |
-5.15K- 5.74% |
$424K - $467K
|
84.6K
$7.49M
|
|