Latest Institutional Transactions on Spdr Bloomberg Convertible Sec (CWB)
This table provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-11.9K- 3.05% |
$853K - $981K
|
377K
$33.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.14K+ 33.0% |
$298K - $342K
|
16.7K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
219+ 0.3% |
$15.7K - $18.1K
|
73.9K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
131KNew |
$9.4M - $10.8M
|
131K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
16.4KNew |
$1.18M - $1.36M
|
16.4K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.89K+ 61.5% |
$710K - $817K
|
26K
$2.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
2.7KNew |
$194K - $223K
|
2.7K
$239K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.53K- 2.31% |
$110K - $126K
|
64.6K
$5.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-15- 3.61% |
$1.08K - $1.24K
|
400
$35.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-139- 5.2% |
$9.99K - $11.5K
|
2.53K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.53KNew |
$182K - $209K
|
2.53K
$224K
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
4.03KNew |
$290K - $333K
|
4.03K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.28K- 50.0% |
$164K - $188K
|
2.28K
$201K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25K+ 7.41% |
$1.8M - $2.07M
|
363K
$32.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-953- 3.38% |
$68.5K - $78.8K
|
27.3K
$2.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-165- 66.53% |
$11.9K - $13.6K
|
83
$7.34K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.5K+ 8.17% |
$180K - $207K
|
33.1K
$2.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
84.8KNew |
$6.09M - $7.01M
|
84.8K
$7.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70K+ 11.96% |
$5.03M - $5.78M
|
655K
$57.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
9.97K+ 135.29% |
$716K - $824K
|
17.3K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-227K- 82.54% |
$16.3M - $18.7M
|
47.9K
$4.24M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.7K+ 17.85% |
$122K - $141K
|
11.2K
$992K
|
|
|
Aug 13, 2025
Q2 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
250New |
$18K - $20.7K
|
250
$22.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-328- 10.47% |
$23.6K - $27.1K
|
2.81K
$248K
|
|
|
Aug 13, 2025
Q2 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-438- 6.04% |
$31.5K - $36.2K
|
6.81K
$602K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
392+ 4.49% |
$28.2K - $32.4K
|
9.12K
$806K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.64K+ 12.32% |
$190K - $218K
|
24.1K
$2.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-166- 0.62% |
$11.9K - $13.7K
|
26.7K
$2.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.92KNew |
$210K - $242K
|
2.92K
$258K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.46KNew |
$177K - $204K
|
2.46K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.5K- 5.64% |
$108K - $124K
|
25.1K
$2.22M
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
SELL
|
- |
-5.8K- 84.3% |
$417K - $479K
|
1.08K
$95.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
48+ 0.69% |
$3.45K - $3.97K
|
6.98K
$617K
|
|
|
Aug 13, 2025
Q2 2025
|
M&T Bank Corp
|
SELL
|
- |
-1K- 10.99% |
$71.9K - $82.7K
|
8.1K
$716K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
6.24K+ 2.78% |
$448K - $516K
|
231K
$20.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1+ 0.03% |
$71.9 - $82.7
|
3.27K
$289K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-407- 4.35% |
$29.2K - $33.6K
|
8.95K
$791K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
6+ 0.04% |
$431 - $496
|
15.5K
$1.37M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-755- 7.9% |
$54.3K - $62.4K
|
8.8K
$778K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-31.5K- 14.59% |
$2.26M - $2.6M
|
184K
$16.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
303New |
$21.8K - $25K
|
303
$26.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-31- 9.6% |
$2.23K - $2.56K
|
292
$25.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-245- 1.21% |
$17.6K - $20.3K
|
19.9K
$1.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-129- 3.28% |
$9.27K - $10.7K
|
3.8K
$336K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-32.9K- 29.38% |
$2.36M - $2.72M
|
79.1K
$6.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-170- 0.75% |
$12.2K - $14.1K
|
22.6K
$2M
|
|
|
Aug 13, 2025
Q2 2025
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
1.76K+ 1.46% |
$126K - $145K
|
122K
$10.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-682- 44.14% |
$49K - $56.4K
|
863
$76.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.6KNew |
$330K - $380K
|
4.6K
$406K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.2K- 10.88% |
$86.5K - $99.5K
|
9.86K
$872K
|