Purchases and Sales Made in Q2 2025 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG CONVERTIBLE SEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.87K+ 3.62% |
$278K - $320K
|
111K
$10.2M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.82KNew |
$274K - $315K
|
3.82K
$353K
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
3.74KNew |
$269K - $309K
|
3.74K
$346K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.54KNew |
$255K - $293K
|
3.54K
$327K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.41KNew |
$245K - $282K
|
3.41K
$315K
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.35K+ 22.57% |
$241K - $277K
|
18.2K
$1.68M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.31K+ 12.2% |
$238K - $273K
|
30.4K
$2.81M
|
|
|
Aug 14, 2025
Q2 2025
|
Hancock Whitney Corp
|
BUY
|
- |
3.23KNew |
$232K - $267K
|
3.23K
$298K
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.92KNew |
$210K - $242K
|
2.92K
$270K
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
BUY
|
- |
2.88KNew |
$207K - $238K
|
2.88K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.79K+ 9.13% |
$200K - $230K
|
33.3K
$3.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Horan Securities, Inc.
|
BUY
|
- |
2.73KNew |
$196K - $225K
|
2.73K
$252K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
BUY
|
- |
2.65KNew |
$191K - $219K
|
2.65K
$245K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.64K+ 12.32% |
$190K - $218K
|
24.1K
$2.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2.61KNew |
$188K - $216K
|
2.61K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.53KNew |
$182K - $209K
|
2.53K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.5K+ 8.17% |
$180K - $207K
|
33.1K
$3.06M
|
|
|
Aug 07, 2025
Q2 2025
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2.5KNew |
$180K - $207K
|
2.5K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.48KNew |
$178K - $205K
|
2.48K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.46KNew |
$177K - $204K
|
2.46K
$228K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 4.44% |
$166K - $191K
|
54.4K
$5.03M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.15K+ 7.41% |
$154K - $177K
|
31.1K
$2.88M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.97K+ 11.74% |
$141K - $163K
|
18.7K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.96K+ 66.43% |
$141K - $162K
|
4.91K
$454K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.76K+ 1.46% |
$126K - $145K
|
122K
$11.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.75K+ 19.87% |
$126K - $145K
|
10.6K
$977K
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.7K+ 17.85% |
$122K - $141K
|
11.2K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.67K+ 10.01% |
$120K - $138K
|
18.4K
$1.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.63K+ 1.15% |
$117K - $135K
|
144K
$13.3M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.62K+ 45.32% |
$116K - $134K
|
5.18K
$479K
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.49KNew |
$107K - $123K
|
1.49K
$138K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.41K+ 3.27% |
$101K - $116K
|
44.4K
$4.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.26K+ 46.81% |
$90.8K - $104K
|
3.96K
$366K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.25KNew |
$90K - $104K
|
1.25K
$116K
|
|
|
Aug 29, 2025
Q2 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1.12KNew |
$80.7K - $92.8K
|
1.12K
$104K
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.08K+ 5.99% |
$77.7K - $89.4K
|
19.1K
$1.77M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.07K+ 4.04% |
$76.8K - $88.4K
|
27.5K
$2.54M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1K+ 55.25% |
$71.9K - $82.7K
|
2.81K
$260K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
977+ 27.57% |
$70.2K - $80.8K
|
4.52K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
966New |
$69.4K - $79.8K
|
966
$89.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
934+ 0.6% |
$67.1K - $77.2K
|
156K
$14.5M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
909+ 73.66% |
$65.3K - $75.1K
|
2.14K
$198K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
827+ 7518.18% |
$59.4K - $68.4K
|
838
$77.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
820+ 2.47% |
$58.9K - $67.8K
|
34K
$3.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
725+ 10.88% |
$52.1K - $59.9K
|
7.39K
$683K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
700New |
$50.3K - $57.9K
|
700
$64.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
695+ 0.76% |
$49.9K - $57.4K
|
91.7K
$8.48M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
604New |
$43.4K - $49.9K
|
604
$55.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
575+ 1.22% |
$41.3K - $47.5K
|
47.7K
$4.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
486+ 4.68% |
$34.9K - $40.2K
|
10.9K
$1.01M
|