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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
468+ 0.38% |
$33.6K - $38.7K
|
124K
$11.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
430New |
$30.9K - $35.5K
|
430
$39.7K
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
400New |
$28.7K - $33.1K
|
400
$37K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
392+ 4.49% |
$28.2K - $32.4K
|
9.12K
$843K
|
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
361+ 2.14% |
$25.9K - $29.8K
|
17.3K
$1.6M
|
|
|
Aug 01, 2025
Q2 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
351New |
$25.2K - $29K
|
351
$32.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Cim, LLC
|
BUY
|
- |
349+ 0.81% |
$25.1K - $28.8K
|
43.3K
$4M
|
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
BUY
|
- |
334+ 1.85% |
$24K - $27.6K
|
18.4K
$1.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
333+ 1.78% |
$23.9K - $27.5K
|
19K
$1.76M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
312+ 13.0% |
$22.4K - $25.8K
|
2.71K
$251K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
309New |
$22.2K - $25.5K
|
309
$28.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
303New |
$21.8K - $25K
|
303
$28K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
275+ 7.67% |
$19.8K - $22.7K
|
3.86K
$357K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
259+ 0.11% |
$18.6K - $21.4K
|
242K
$22.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
250New |
$18K - $20.7K
|
250
$23.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Rmb Capital Management, LLC
|
BUY
|
- |
247+ 1.76% |
$17.7K - $20.4K
|
14.3K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
219+ 0.3% |
$15.7K - $18.1K
|
73.9K
$6.83M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
217+ 6.18% |
$15.6K - $17.9K
|
3.73K
$345K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
217+ 0.72% |
$15.6K - $17.9K
|
30.2K
$2.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
211New |
$15.2K - $17.4K
|
211
$19.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
201+ 0.85% |
$14.4K - $16.6K
|
23.9K
$2.21M
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
167+ 1.65% |
$12K - $13.8K
|
10.3K
$949K
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
159+ 1.21% |
$11.4K - $13.1K
|
13.3K
$1.23M
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
159+ 1.72% |
$11.4K - $13.1K
|
9.38K
$867K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
157+ 3.28% |
$11.3K - $13K
|
4.95K
$457K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
152+ 11.04% |
$10.9K - $12.6K
|
1.53K
$141K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
151+ 4.87% |
$10.9K - $12.5K
|
3.25K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
116+ 0.25% |
$8.34K - $9.59K
|
46.7K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
108+ 0.93% |
$7.76K - $8.93K
|
11.8K
$1.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$7.19K - $8.27K
|
100
$9.24K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
89+ 0.16% |
$6.4K - $7.36K
|
55K
$5.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
87New |
$6.25K - $7.19K
|
87
$8.04K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 8.76% |
$5.39K - $6.2K
|
931
$86.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
69+ 24.3% |
$4.96K - $5.7K
|
353
$32.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
61+ 0.53% |
$4.38K - $5.04K
|
11.6K
$1.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48+ 0.69% |
$3.45K - $3.97K
|
6.98K
$645K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
45+ 4.87% |
$3.23K - $3.72K
|
969
$89.6K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
43+ 9.13% |
$3.09K - $3.55K
|
514
$47.5K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.13% |
$2.87K - $3.31K
|
31.2K
$2.88M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
35+ 0.64% |
$2.52K - $2.89K
|
5.49K
$508K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
31+ 0.76% |
$2.23K - $2.56K
|
4.11K
$380K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
27+ 0.34% |
$1.94K - $2.23K
|
7.9K
$730K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25+ 0.43% |
$1.8K - $2.07K
|
5.81K
$537K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
21+ 0.37% |
$1.51K - $1.74K
|
5.71K
$528K
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
19+ 0.09% |
$1.37K - $1.57K
|
22.4K
$2.07M
|
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
11+ 0.23% |
$790 - $909
|
4.85K
$448K
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.31% |
$647 - $744
|
2.93K
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9+ 0.29% |
$647 - $744
|
3.11K
$288K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6+ 0.11% |
$431 - $496
|
5.6K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6+ 0.04% |
$431 - $496
|
15.5K
$1.44M
|