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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.48K- 13.11% |
$106K - $122K
|
9.78K
$834K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.8K+ 664.27% |
$1.64M - $1.88M
|
26.2K
$2.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.87K+ 3.62% |
$278K - $320K
|
111K
$9.45M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
1.08K+ 5.99% |
$77.7K - $89.4K
|
19.1K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-278- 1.23% |
$20K - $23K
|
22.4K
$1.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 8.76% |
$5.39K - $6.2K
|
931
$79.4K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.28K- 5.44% |
$91.8K - $106K
|
22.2K
$1.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
159+ 1.21% |
$11.4K - $13.1K
|
13.3K
$1.13M
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-856- 9.74% |
$61.5K - $70.8K
|
7.94K
$677K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
21+ 0.37% |
$1.51K - $1.74K
|
5.71K
$487K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-150Closed |
$10.8K - $12.4K
|
0
$0
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.73K- 2.83% |
$196K - $226K
|
93.9K
$8.01M
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
1.97K+ 11.74% |
$141K - $163K
|
18.7K
$1.6M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.62K+ 45.32% |
$116K - $134K
|
5.18K
$442K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-72- 0.84% |
$5.17K - $5.95K
|
8.49K
$724K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
9+ 0.29% |
$647 - $744
|
3.11K
$265K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.07K+ 4.04% |
$76.8K - $88.4K
|
27.5K
$2.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-553- 2.8% |
$39.7K - $45.7K
|
19.2K
$1.64M
|
|
|
Jul 10, 2025
Q2 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
604New |
$43.4K - $49.9K
|
604
$51.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-1.19K- 10.24% |
$85.2K - $98K
|
10.4K
$886K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.8K+ 43.1% |
$4.44M - $5.11M
|
205K
$17.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4+ 0.53% |
$287 - $331
|
756
$64.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-284- 6.3% |
$20.4K - $23.5K
|
4.22K
$360K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-47- 0.5% |
$3.38K - $3.89K
|
9.3K
$793K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
23.3KNew |
$1.67M - $1.92M
|
23.3K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.31K+ 12.2% |
$238K - $273K
|
30.4K
$2.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-355- 10.98% |
$25.5K - $29.3K
|
2.88K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
3.54KNew |
$255K - $293K
|
3.54K
$302K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.1K- 1.47% |
$79K - $90.9K
|
73.7K
$6.28M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.31% |
$647 - $744
|
2.93K
$250K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.48KNew |
$178K - $205K
|
2.48K
$211K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.6K+ 11.28% |
$837K - $963K
|
115K
$9.8M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
SELL
|
- |
-2.04K- 3.62% |
$146K - $168K
|
54.3K
$4.63M
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-109- 3.37% |
$7.83K - $9.01K
|
3.12K
$266K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.13% |
$2.87K - $3.31K
|
31.2K
$2.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.77K- 15.09% |
$127K - $146K
|
9.96K
$849K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
820+ 2.47% |
$58.9K - $67.8K
|
34K
$2.9M
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2K- 19.91% |
$144K - $165K
|
8.05K
$686K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
217+ 0.72% |
$15.6K - $17.9K
|
30.2K
$2.57M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.79K+ 9.13% |
$200K - $230K
|
33.3K
$2.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
43+ 9.13% |
$3.09K - $3.55K
|
514
$43.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.36% |
$144 - $165
|
552
$47.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-103- 0.89% |
$7.4K - $8.51K
|
11.4K
$974K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-508- 1.8% |
$36.5K - $42K
|
27.8K
$2.37M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-78- 0.17% |
$5.61K - $6.45K
|
46.5K
$3.96M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
21.9K+ 60.19% |
$1.57M - $1.81M
|
58.3K
$4.97M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-700- 17.86% |
$50.3K - $57.9K
|
3.22K
$275K
|
|
| Q1 2025 | |||||||
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
115New |
$8.74K - $9.38K
|
115
$9.81K
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
423+ 1.0% |
$32.1K - $34.5K
|
42.9K
$3.66M
|
|
|
May 28, 2025
Q1 2025
|
Gk Wealth Management LLC
Reno, NV |
SELL
|
- |
-2.87KClosed |
$218K - $234K
|
0
$0
|
|