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 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.48K- 6.51% |
$107K - $123K
|
21.3K
$1.88M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
827+ 7518.18% |
$59.4K - $68.4K
|
838
$74.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
309New |
$22.2K - $25.5K
|
309
$27.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-51.4K- 2.16% |
$3.69M - $4.25M
|
2.32M
$206M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-53.5K- 8.12% |
$3.85M - $4.42M
|
605K
$53.5M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
BUY
|
- |
151+ 4.87% |
$10.9K - $12.5K
|
3.25K
$288K
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
5.47K+ 138.41% |
$393K - $452K
|
9.42K
$833K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.5K+ 8.1% |
$1.55M - $1.78M
|
287K
$25.4M
|
|
|
Jul 31, 2025
Q2 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-30- 1.41% |
$2.16K - $2.48K
|
2.1K
$186K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-267- 6.22% |
$19.2K - $22.1K
|
4.03K
$356K
|
|
|
Jul 31, 2025
Q2 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.18K- 24.94% |
$157K - $180K
|
6.56K
$580K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.37K+ 6.66% |
$601K - $692K
|
134K
$11.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.15K- 0.57% |
$82.4K - $94.7K
|
200K
$17.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-135- 3.98% |
$9.7K - $11.2K
|
3.26K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-20- 0.1% |
$1.44K - $1.65K
|
19.3K
$1.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.4K- 0.8% |
$1.39M - $1.6M
|
2.41M
$213M
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
157+ 3.28% |
$11.3K - $13K
|
4.95K
$438K
|
|
|
Jul 30, 2025
Q2 2025
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-750- 19.26% |
$53.9K - $62K
|
3.15K
$278K
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-19- 1.34% |
$1.37K - $1.57K
|
1.4K
$124K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-640- 4.84% |
$46K - $52.9K
|
12.6K
$1.11M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.17K- 17.14% |
$228K - $262K
|
15.3K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.49KNew |
$107K - $123K
|
1.49K
$132K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-450- 2.34% |
$32.3K - $37.2K
|
18.7K
$1.66M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
25+ 0.43% |
$1.8K - $2.07K
|
5.81K
$513K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-592- 8.65% |
$42.5K - $48.9K
|
6.26K
$553K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5.05K+ 98.38% |
$363K - $417K
|
10.2K
$900K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-2.34K- 41.18% |
$168K - $193K
|
3.34K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-173- 3.06% |
$12.4K - $14.3K
|
5.48K
$485K
|
|
|
Jul 29, 2025
Q2 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-175- 1.92% |
$12.6K - $14.5K
|
8.93K
$790K
|
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-105- 0.94% |
$7.55K - $8.68K
|
11.1K
$980K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
100New |
$7.19K - $8.27K
|
100
$8.84K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
977+ 27.57% |
$70.2K - $80.8K
|
4.52K
$400K
|
|
|
Jul 29, 2025
Q2 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-503- 2.06% |
$36.1K - $41.6K
|
23.9K
$2.12M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
116+ 0.25% |
$8.34K - $9.59K
|
46.7K
$4.13M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
37.7KNew |
$2.71M - $3.11M
|
37.7K
$3.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-87.3K- 91.26% |
$6.28M - $7.22M
|
8.36K
$739K
|
|
|
Jul 29, 2025
Q2 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
SELL
|
- |
-632- 18.03% |
$45.4K - $52.2K
|
2.87K
$254K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 0.21% |
$359 - $413
|
2.41K
$213K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
35+ 0.64% |
$2.52K - $2.89K
|
5.49K
$486K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-293- 17.5% |
$21.1K - $24.2K
|
1.38K
$122K
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-366K- 63.25% |
$26.3M - $30.3M
|
213K
$18.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.42K- 20.4% |
$174K - $200K
|
9.46K
$836K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-1.24K- 11.69% |
$89.2K - $103K
|
9.37K
$829K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
152+ 11.04% |
$10.9K - $12.6K
|
1.53K
$135K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.57KNew |
$328K - $377K
|
4.57K
$404K
|
|
|
Jul 25, 2025
Q2 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
167+ 1.65% |
$12K - $13.8K
|
10.3K
$908K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
333+ 1.78% |
$23.9K - $27.5K
|
19K
$1.68M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-79.8K- 66.92% |
$5.74M - $6.6M
|
39.4K
$3.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-64.3K- 69.81% |
$4.62M - $5.32M
|
27.8K
$2.46M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.01K- 27.07% |
$648K - $745K
|
24.3K
$2.15M
|