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 |
|---|---|---|---|---|---|---|---|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.81K- 37.65% |
$149K - $164K
|
2.99K
$265K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.51K- 17.29% |
$124K - $137K
|
7.23K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.46K- 1.98% |
$120K - $133K
|
72.4K
$6.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Manske Wealth Management
Houston, TX |
SELL
|
- |
-1.13K- 6.83% |
$92.9K - $102K
|
15.4K
$1.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1.05K- 84.12% |
$86.7K - $95.7K
|
199
$17.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.05K- 13.1% |
$86.7K - $95.7K
|
6.99K
$619K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.04K- 13.86% |
$85.6K - $94.4K
|
6.47K
$572K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.04K- 3.14% |
$85.5K - $94.3K
|
32.1K
$2.84M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1K- 46.66% |
$82.3K - $90.8K
|
1.14K
$101K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-978- 2.09% |
$80.5K - $88.8K
|
45.7K
$4.05M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-922- 4.12% |
$75.9K - $83.7K
|
21.4K
$1.9M
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-886- 0.62% |
$72.9K - $80.4K
|
143K
$12.7M
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-863- 0.87% |
$71K - $78.3K
|
97.9K
$8.66M
|
|
|
Nov 10, 2025
Q3 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-691- 2.05% |
$56.9K - $62.7K
|
33.1K
$2.93M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-679- 45.48% |
$55.9K - $61.6K
|
814
$72K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-657- 14.02% |
$54.1K - $59.6K
|
4.03K
$357K
|
|
|
Nov 14, 2025
Q3 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-600- 2.65% |
$49.4K - $54.5K
|
22K
$1.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-592- 1.89% |
$48.7K - $53.7K
|
30.7K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-570- 16.54% |
$46.9K - $51.7K
|
2.88K
$254K
|
|
|
Nov 04, 2025
Q3 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-544- 5.04% |
$44.8K - $49.4K
|
10.3K
$907K
|
|
|
Nov 07, 2025
Q3 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-540- 3.89% |
$44.4K - $49K
|
13.3K
$1.18M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-505- 15.54% |
$41.6K - $45.8K
|
2.75K
$243K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 2.71% |
$41.1K - $45.4K
|
17.9K
$1.59M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-498- 7.94% |
$41K - $45.2K
|
5.77K
$511K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-491- 5.19% |
$40.4K - $44.6K
|
8.97K
$793K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-467- 6.45% |
$38.4K - $42.4K
|
6.77K
$599K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-463- 5.26% |
$38.1K - $42K
|
8.34K
$738K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-463- 6.63% |
$38.1K - $42K
|
6.52K
$577K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-456- 14.65% |
$37.5K - $41.4K
|
2.66K
$235K
|
|
|
Nov 04, 2025
Q3 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-444- 3.41% |
$36.5K - $40.3K
|
12.6K
$1.11M
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-425- 1.69% |
$35K - $38.6K
|
24.7K
$2.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
SELL
|
- |
-400- 7.59% |
$32.9K - $36.3K
|
4.87K
$431K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-399- 2.17% |
$32.8K - $36.2K
|
17.9K
$1.59M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-390- 4.36% |
$32.1K - $35.4K
|
8.56K
$757K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-374- 3.51% |
$30.8K - $33.9K
|
10.3K
$910K
|
|
|
Nov 13, 2025
Q3 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-350- 3.12% |
$28.8K - $31.8K
|
10.9K
$962K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-339- 13.4% |
$27.9K - $30.8K
|
2.19K
$194K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-330- 3.18% |
$27.2K - $30K
|
10.1K
$890K
|
|
|
Nov 17, 2025
Q3 2025
|
Apexium Financial, LP
|
SELL
|
- |
-317- 2.55% |
$26.1K - $28.8K
|
12.1K
$1.07M
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-315- 10.95% |
$25.9K - $28.6K
|
2.56K
$227K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-300- 8.16% |
$24.7K - $27.2K
|
3.38K
$299K
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-300- 60.0% |
$24.7K - $27.2K
|
200
$17.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-292- 21.16% |
$24K - $26.5K
|
1.09K
$96.3K
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-286- 1.53% |
$23.5K - $26K
|
18.5K
$1.63M
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-284- 0.52% |
$23.4K - $25.8K
|
54.1K
$4.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-282- 7.56% |
$23.2K - $25.6K
|
3.45K
$305K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-275- 7.76% |
$22.6K - $25K
|
3.27K
$289K
|
|
|
Nov 03, 2025
Q3 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-271- 8.62% |
$22.3K - $24.6K
|
2.87K
$254K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-261- 5.52% |
$21.5K - $23.7K
|
4.47K
$395K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-261- 6.36% |
$21.5K - $23.7K
|
3.85K
$340K
|
|