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 13, 2025
Q2 2025
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-4.04K- 6.94% |
$290K - $334K
|
54.2K
$4.79M
|
|
|
Aug 13, 2025
Q2 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-863- 15.44% |
$62K - $71.3K
|
4.73K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
45+ 4.87% |
$3.23K - $3.72K
|
969
$85.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
486+ 4.68% |
$34.9K - $40.2K
|
10.9K
$962K
|
|
|
Aug 12, 2025
Q2 2025
|
Country Trust Bank
|
BUY
|
- |
966New |
$69.4K - $79.8K
|
966
$85.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.29K- 18.24% |
$92.7K - $107K
|
5.78K
$511K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.15K+ 7.41% |
$154K - $177K
|
31.1K
$2.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
695+ 0.76% |
$49.9K - $57.4K
|
91.7K
$8.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-7.5K- 35.29% |
$539K - $620K
|
13.7K
$1.22M
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1K+ 55.25% |
$71.9K - $82.7K
|
2.81K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-216K- 33.84% |
$15.5M - $17.8M
|
422K
$37.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
133K+ 10.35% |
$9.54M - $11M
|
1.42M
$125M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.36K- 57.83% |
$97.4K - $112K
|
988
$87.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
211New |
$15.2K - $17.4K
|
211
$18.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.45% |
$71.9 - $82.7
|
222
$19.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 10.77% |
$94.3K - $108K
|
10.9K
$961K
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-3.95K- 5.23% |
$284K - $327K
|
71.6K
$6.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 4.17% |
$287 - $331
|
92
$8.14K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.09K+ 13.59% |
$437K - $503K
|
50.9K
$4.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-280- 35.09% |
$20.1K - $23.1K
|
518
$45.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-8- 2.87% |
$575 - $661
|
271
$24K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.55K- 3.72% |
$183K - $211K
|
66K
$5.84M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 4.44% |
$166K - $191K
|
54.4K
$4.81M
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
312+ 13.0% |
$22.4K - $25.8K
|
2.71K
$240K
|
|
|
Aug 11, 2025
Q2 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2+ 0.05% |
$144 - $165
|
4.01K
$355K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
45.5KNew |
$3.27M - $3.76M
|
45.5K
$4.03M
|
|
|
Aug 11, 2025
Q2 2025
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-754- 2.18% |
$54.2K - $62.3K
|
33.8K
$2.99M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
86.5KNew |
$6.22M - $7.15M
|
86.5K
$7.65M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.08K- 13.74% |
$293K - $337K
|
25.6K
$2.26M
|
|
|
Aug 11, 2025
Q2 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
201+ 0.85% |
$14.4K - $16.6K
|
23.9K
$2.11M
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
725+ 10.88% |
$52.1K - $59.9K
|
7.39K
$653K
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
6.63K+ 33.43% |
$477K - $548K
|
26.5K
$2.34M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
24.9K+ 372.72% |
$1.79M - $2.06M
|
31.6K
$2.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.25KNew |
$90K - $104K
|
1.25K
$111K
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
2.61KNew |
$188K - $216K
|
2.61K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
468+ 0.38% |
$33.6K - $38.7K
|
124K
$10.9M
|
|
|
Aug 11, 2025
Q2 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.35K+ 22.57% |
$241K - $277K
|
18.2K
$1.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-3.91K- 3.8% |
$281K - $323K
|
98.8K
$8.73M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-28.3K- 3.51% |
$2.04M - $2.34M
|
778K
$68.8M
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.61% |
$71.9 - $82.7
|
63
$5.57K
|
|
|
Aug 08, 2025
Q2 2025
|
Petix & Botte CO
|
SELL
|
- |
-5.58K- 5.85% |
$401K - $461K
|
89.7K
$7.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-6- 0.03% |
$431 - $496
|
18.3K
$1.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.94K- 32.71% |
$211K - $243K
|
6.04K
$534K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
275+ 7.67% |
$19.8K - $22.7K
|
3.86K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-29.6K- 1.87% |
$2.13M - $2.45M
|
1.56M
$138M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.07K- 3.7% |
$149K - $171K
|
53.9K
$4.76M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-45.8K- 41.64% |
$3.29M - $3.79M
|
64.2K
$5.68M
|
|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-350- 31.42% |
$25.2K - $28.9K
|
764
$67.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-506- 0.45% |
$36.4K - $41.8K
|
111K
$9.8M
|