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 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.56K+ 15.33% |
$328K - $377K
|
34.3K
$3.03M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-105- 6.54% |
$7.55K - $8.68K
|
1.5K
$133K
|
|
|
Jul 24, 2025
Q2 2025
|
Wealth Management Resources, Inc.
|
SELL
|
- |
-534- 6.87% |
$38.4K - $44.1K
|
7.24K
$640K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-70- 0.89% |
$5.03K - $5.79K
|
7.76K
$686K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 1.25% |
$7.19K - $8.27K
|
7.9K
$699K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
430New |
$30.9K - $35.5K
|
430
$38K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-878- 10.47% |
$63.1K - $72.6K
|
7.51K
$664K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.57K- 13.68% |
$185K - $212K
|
16.2K
$1.43M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
28K+ 7.31% |
$2.01M - $2.31M
|
410K
$36.3M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.04K- 32.14% |
$146K - $168K
|
4.3K
$380K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.75K+ 19.87% |
$126K - $145K
|
10.6K
$935K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-199- 4.6% |
$14.3K - $16.4K
|
4.13K
$365K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-215- 1.7% |
$15.4K - $17.8K
|
12.4K
$1.1M
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-91- 0.3% |
$6.54K - $7.52K
|
30.6K
$2.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-332- 2.34% |
$23.9K - $27.4K
|
13.9K
$1.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1+ 0.03% |
$71.9 - $82.7
|
3.28K
$290K
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.07K- 8.64% |
$76.7K - $88.2K
|
11.3K
$998K
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
39.4K+ 117.97% |
$2.83M - $3.26M
|
72.8K
$6.44M
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.91KNew |
$353K - $406K
|
4.91K
$434K
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-109- 47.19% |
$7.83K - $9.01K
|
122
$10.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-1.17K- 2.98% |
$84.4K - $97K
|
38.2K
$3.38M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.6K- 18.6% |
$762K - $877K
|
46.4K
$4.1M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.75K- 1.6% |
$126K - $145K
|
108K
$9.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1+ 0.47% |
$71.9 - $82.7
|
215
$19K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 59.88% |
$7.19K - $8.27K
|
67
$5.92K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-68.7K- 98.9% |
$4.93M - $5.67M
|
765
$67.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.08K- 95.32% |
$293K - $337K
|
200
$17.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.22K+ 3.55% |
$591K - $679K
|
239K
$21.2M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
19+ 0.09% |
$1.37K - $1.57K
|
22.4K
$1.98M
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-43- 11.59% |
$3.09K - $3.55K
|
328
$29K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3+ 0.57% |
$216 - $248
|
531
$47K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 12.75% |
$2.8K - $3.22K
|
267
$23.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-225- 5.0% |
$16.2K - $18.6K
|
4.27K
$378K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
69+ 24.3% |
$4.96K - $5.7K
|
353
$31.2K
|
|
|
Jul 17, 2025
Q2 2025
|
E Rn Financial, LLC
|
BUY
|
- |
6+ 0.11% |
$431 - $496
|
5.6K
$495K
|
|
|
Jul 17, 2025
Q2 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
89+ 0.16% |
$6.4K - $7.36K
|
55K
$4.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-161- 3.93% |
$11.6K - $13.3K
|
3.93K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.92K- 29.03% |
$210K - $241K
|
7.14K
$631K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
934+ 0.6% |
$67.1K - $77.2K
|
156K
$13.8M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-16.7K- 7.98% |
$1.2M - $1.38M
|
193K
$17M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.12K- 17.45% |
$80.1K - $92.2K
|
5.27K
$466K
|
|
|
Jul 16, 2025
Q2 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
27+ 0.34% |
$1.94K - $2.23K
|
7.9K
$698K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
909+ 73.66% |
$65.3K - $75.1K
|
2.14K
$190K
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-412- 8.04% |
$29.6K - $34.1K
|
4.71K
$417K
|
|
|
Jul 16, 2025
Q2 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
61+ 0.53% |
$4.38K - $5.04K
|
11.6K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
217+ 6.18% |
$15.6K - $17.9K
|
3.73K
$330K
|
|
|
Jul 15, 2025
Q2 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
1+ 0.09% |
$71.9 - $82.7
|
1.06K
$93.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.48K- 13.11% |
$106K - $122K
|
9.78K
$865K
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.8K+ 664.27% |
$1.64M - $1.88M
|
26.2K
$2.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
3.87K+ 3.62% |
$278K - $320K
|
111K
$9.8M
|