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 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 0.16% |
$82.3 - $90.8
|
629
$58.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-29- 4.5% |
$2.39K - $2.63K
|
616
$56.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-36- 59.02% |
$2.96K - $3.27K
|
25
$2.31K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-37- 0.33% |
$3.04K - $3.36K
|
11K
$1.02M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-40- 0.21% |
$3.29K - $3.63K
|
19K
$1.75M
|
|
|
Oct 07, 2025
Q3 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-42- 0.42% |
$3.46K - $3.81K
|
9.91K
$916K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-50- 0.68% |
$4.11K - $4.54K
|
7.25K
$670K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-60- 9.09% |
$4.94K - $5.45K
|
600
$55.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-69- 19.55% |
$5.68K - $6.26K
|
284
$26.3K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-77- 2.06% |
$6.34K - $6.99K
|
3.65K
$338K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-93- 0.27% |
$7.65K - $8.44K
|
33.9K
$3.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
SELL
|
- |
-101- 2.14% |
$8.31K - $9.17K
|
4.61K
$426K
|
|
|
Oct 07, 2025
Q3 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-107- 0.15% |
$8.81K - $9.71K
|
73.6K
$6.8M
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-115- 0.37% |
$9.46K - $10.4K
|
31K
$2.87M
|
|
|
Oct 17, 2025
Q3 2025
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-127- 0.1% |
$10.5K - $11.5K
|
123K
$11.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-146- 4.49% |
$12K - $13.3K
|
3.11K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-153- 1.63% |
$12.6K - $13.9K
|
9.22K
$852K
|
|
|
Oct 22, 2025
Q3 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-178- 4.22% |
$14.6K - $16.2K
|
4.04K
$374K
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-200- 0.95% |
$16.5K - $18.2K
|
20.8K
$1.93M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-259- 6.24% |
$21.3K - $23.5K
|
3.89K
$360K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-261- 6.36% |
$21.5K - $23.7K
|
3.85K
$355K
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-275- 7.76% |
$22.6K - $25K
|
3.27K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-286- 1.53% |
$23.5K - $26K
|
18.5K
$1.71M
|
|
|
Oct 06, 2025
Q3 2025
|
Grove Bank & Trust
|
SELL
|
- |
-300- 60.0% |
$24.7K - $27.2K
|
200
$18.5K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-315- 10.95% |
$25.9K - $28.6K
|
2.56K
$237K
|
|
|
Oct 10, 2025
Q3 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-330- 3.18% |
$27.2K - $30K
|
10.1K
$930K
|
|
|
Oct 22, 2025
Q3 2025
|
First Merchants Corp
|
SELL
|
- |
-374- 3.51% |
$30.8K - $33.9K
|
10.3K
$950K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-399- 2.17% |
$32.8K - $36.2K
|
17.9K
$1.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-456- 14.65% |
$37.5K - $41.4K
|
2.66K
$246K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-463- 6.63% |
$38.1K - $42K
|
6.52K
$603K
|
|
|
Oct 16, 2025
Q3 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-467- 6.45% |
$38.4K - $42.4K
|
6.77K
$626K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-491- 5.19% |
$40.4K - $44.6K
|
8.97K
$829K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-657- 14.02% |
$54.1K - $59.6K
|
4.03K
$373K
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-679- 45.48% |
$55.9K - $61.6K
|
814
$75.2K
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1K- 46.66% |
$82.3K - $90.8K
|
1.14K
$106K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-1.04K- 13.86% |
$85.6K - $94.4K
|
6.47K
$598K
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-1.05K- 13.1% |
$86.7K - $95.7K
|
6.99K
$646K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.97K- 1.82% |
$162K - $178K
|
106K
$9.78M
|
|
|
Oct 07, 2025
Q3 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-2.05K- 8.35% |
$168K - $186K
|
22.5K
$2.08M
|
|
|
Oct 17, 2025
Q3 2025
|
Retireful, LLC
|
SELL
|
- |
-2.5K- 13.09% |
$206K - $227K
|
16.6K
$1.54M
|
|
|
Oct 06, 2025
Q3 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.79K- 2.97% |
$229K - $253K
|
91.1K
$8.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.68K- 15.83% |
$303K - $334K
|
19.6K
$1.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.05K- 8.36% |
$333K - $368K
|
44.4K
$4.11M
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-4.12K- 2.14% |
$339K - $374K
|
189K
$17.4M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-13.7K- 49.24% |
$1.13M - $1.24M
|
14.1K
$1.3M
|