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 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.53% |
$287 - $331
|
756
$69.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
4+ 0.06% |
$287 - $331
|
6.27K
$580K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.57% |
$216 - $248
|
531
$49.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.36% |
$144 - $165
|
552
$51K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2+ 0.05% |
$144 - $165
|
4.01K
$371K
|
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.04% |
$144 - $165
|
5.17K
$478K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$71.9 - $82.7
|
828
$76.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.45% |
$71.9 - $82.7
|
222
$20.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.61% |
$71.9 - $82.7
|
63
$5.82K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1+ 0.03% |
$71.9 - $82.7
|
3.52K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.09% |
$71.9 - $82.7
|
1.06K
$98.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.47% |
$71.9 - $82.7
|
215
$19.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.03% |
$71.9 - $82.7
|
3.28K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.03% |
$71.9 - $82.7
|
3.27K
$302K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3- 0.06% |
$216 - $248
|
4.69K
$433K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 4.17% |
$287 - $331
|
92
$8.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 0.21% |
$359 - $413
|
2.41K
$223K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-6- 0.18% |
$431 - $496
|
3.28K
$304K
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-6- 0.03% |
$431 - $496
|
18.3K
$1.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 2.87% |
$575 - $661
|
271
$25.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-11- 0.07% |
$790 - $909
|
15.5K
$1.44M
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12- 0.31% |
$862 - $992
|
3.89K
$360K
|
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-13- 0.12% |
$934 - $1.07K
|
10.8K
$998K
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15- 3.61% |
$1.08K - $1.24K
|
400
$37K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-19- 1.34% |
$1.37K - $1.57K
|
1.4K
$130K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 0.1% |
$1.44K - $1.65K
|
19.3K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-28- 0.14% |
$2.01K - $2.31K
|
19.6K
$1.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-28- 14.81% |
$2.01K - $2.31K
|
161
$14.9K
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-30- 1.41% |
$2.16K - $2.48K
|
2.1K
$194K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-31- 9.6% |
$2.23K - $2.56K
|
292
$27K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-33- 35.11% |
$2.37K - $2.73K
|
61
$5.64K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 12.75% |
$2.8K - $3.22K
|
267
$24.7K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-43- 11.59% |
$3.09K - $3.55K
|
328
$30.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-47- 0.5% |
$3.38K - $3.89K
|
9.3K
$859K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-50- 1.12% |
$3.59K - $4.13K
|
4.41K
$408K
|
|
|
Aug 05, 2025
Q2 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-67- 0.67% |
$4.81K - $5.54K
|
9.95K
$920K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-70- 0.89% |
$5.03K - $5.79K
|
7.76K
$717K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-72- 0.84% |
$5.17K - $5.95K
|
8.49K
$785K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-78- 0.17% |
$5.61K - $6.45K
|
46.5K
$4.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-79- 1.87% |
$5.68K - $6.53K
|
4.15K
$384K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-79- 0.74% |
$5.68K - $6.53K
|
10.7K
$985K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-91- 0.3% |
$6.54K - $7.52K
|
30.6K
$2.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-91- 85.85% |
$6.54K - $7.52K
|
15
$1.39K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 59.88% |
$7.19K - $8.27K
|
67
$6.19K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 1.25% |
$7.19K - $8.27K
|
7.9K
$730K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-103- 0.89% |
$7.4K - $8.51K
|
11.4K
$1.06M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-105- 6.54% |
$7.55K - $8.68K
|
1.5K
$139K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-105- 0.94% |
$7.55K - $8.68K
|
11.1K
$1.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-105- 1.48% |
$7.55K - $8.68K
|
6.99K
$646K
|