Purchases and Sales Made in Q3 2025 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
574KNew |
$47.2M - $52.1M
|
574K
$53M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.1K+ 234.23% |
$999K - $1.1M
|
17.3K
$1.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
10.6KNew |
$874K - $964K
|
10.6K
$982K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10.6K+ 9.22% |
$872K - $962K
|
125K
$11.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 4.33% |
$863K - $952K
|
252K
$23.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
9.57KNew |
$788K - $869K
|
9.57K
$885K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.25KNew |
$679K - $749K
|
8.25K
$763K
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
7.73K+ 42.49% |
$636K - $701K
|
25.9K
$2.4M
|
|
|
Oct 14, 2025
Q3 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
6.38KNew |
$525K - $579K
|
6.38K
$590K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
BUY
|
- |
5.39KNew |
$444K - $489K
|
5.39K
$498K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
4.64K+ 30.3% |
$382K - $421K
|
20K
$1.85M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
3.72KNew |
$306K - $337K
|
3.72K
$343K
|
|
|
Oct 21, 2025
Q3 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.64KNew |
$300K - $331K
|
3.64K
$337K
|
|
|
Oct 07, 2025
Q3 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.41KNew |
$281K - $309K
|
3.41K
$315K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.22K+ 45.1% |
$265K - $292K
|
10.4K
$957K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
2.83KNew |
$233K - $257K
|
2.83K
$262K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.74KNew |
$225K - $249K
|
2.74K
$253K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.57K+ 21.08% |
$211K - $233K
|
14.7K
$1.36M
|
|
|
Oct 15, 2025
Q3 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.53KNew |
$208K - $229K
|
2.53K
$234K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
2.34KNew |
$193K - $213K
|
2.34K
$216K
|
|
|
Oct 17, 2025
Q3 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
2.32K+ 4.87% |
$191K - $211K
|
50.1K
$4.63M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
2.32KNew |
$191K - $210K
|
2.32K
$214K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.81K+ 55.02% |
$149K - $164K
|
5.09K
$471K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.51K+ 26.11% |
$124K - $137K
|
7.29K
$674K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.08K+ 3.54% |
$88.5K - $97.7K
|
31.5K
$2.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
809+ 30.66% |
$66.6K - $73.4K
|
3.45K
$319K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
791+ 6.36% |
$65.1K - $71.8K
|
13.2K
$1.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Burns J W & CO Inc
|
BUY
|
- |
421+ 2.19% |
$34.6K - $38.2K
|
19.6K
$1.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
383New |
$31.5K - $34.8K
|
383
$35.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
318+ 3.75% |
$26.2K - $28.9K
|
8.81K
$814K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
284+ 2.14% |
$23.4K - $25.8K
|
13.5K
$1.25M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
164+ 0.6% |
$13.5K - $14.9K
|
27.7K
$2.56M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
121+ 4.56% |
$9.96K - $11K
|
2.77K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
100New |
$8.23K - $9.08K
|
100
$9.24K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
98+ 1.49% |
$8.06K - $8.9K
|
6.66K
$616K
|
|
|
Oct 21, 2025
Q3 2025
|
Pflug Koory, LLC
|
BUY
|
- |
73+ 94.81% |
$6.01K - $6.63K
|
150
$13.9K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
49New |
$4.03K - $4.45K
|
49
$4.53K
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 0.29% |
$2.72K - $3K
|
11.5K
$1.06M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
BUY
|
- |
29New |
$2.39K - $2.63K
|
29
$2.68K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
28+ 0.13% |
$2.3K - $2.54K
|
22.4K
$2.07M
|
|
|
Oct 14, 2025
Q3 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
18+ 0.32% |
$1.48K - $1.63K
|
5.73K
$530K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
8+ 0.27% |
$658 - $726
|
2.94K
$272K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
6+ 0.18% |
$494 - $545
|
3.35K
$309K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 0.43% |
$329 - $363
|
935
$86.4K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.38% |
$165 - $182
|
533
$49.3K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
1+ 0.3% |
$82.3 - $90.8
|
329
$30.4K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.16% |
$82.3 - $90.8
|
629
$58.1K
|
|
|
Oct 01, 2025
Q3 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.18% |
$82.3 - $90.8
|
553
$51.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
1+ 0.87% |
$82.3 - $90.8
|
116
$10.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-29- 4.5% |
$2.39K - $2.63K
|
616
$56.9K
|