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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
2.08K+ 52.54% |
$158K - $170K
|
6.04K
$534K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.28K+ 140.67% |
$325K - $349K
|
7.31K
$647K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3New |
$228 - $245
|
3
$265
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.97K+ 1.44% |
$529K - $568K
|
489K
$43.3M
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.46K- 11.07% |
$111K - $119K
|
11.7K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Sculptor Capital LP
New York, NY |
SELL
|
- |
-17.1K- 63.82% |
$1.3M - $1.39M
|
9.69K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
266+ 7.56% |
$20.2K - $21.7K
|
3.78K
$335K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.5KNew |
$418K - $449K
|
5.5K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Seldon Capital LP
San Francisco, CA |
SELL
|
- |
-2.48K- 37.84% |
$188K - $202K
|
4.07K
$360K
|
|
|
May 15, 2025
Q1 2025
|
Sona Asset Management (Us) LLC
New York, NY |
BUY
|
PUT |
847KNew |
$64.4M - $69.1M
|
847K
$74.9M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
183+ 3.96% |
$13.9K - $14.9K
|
4.8K
$424K
|
|
|
May 14, 2025
Q1 2025
|
Estate Counselors, LLC
|
BUY
|
- |
11K+ 9.94% |
$835K - $897K
|
122K
$10.7M
|
|
|
May 14, 2025
Q1 2025
|
Absolute Capital Management, LLC
|
SELL
|
- |
-314- 9.15% |
$23.9K - $25.6K
|
3.12K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
4.81KNew |
$365K - $392K
|
4.81K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
280K+ 1549.03% |
$21.2M - $22.8M
|
298K
$26.3M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
686New |
$52.1K - $56K
|
686
$60.7K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
800New |
$60.8K - $65.3K
|
800
$70.7K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
337New |
$25.6K - $27.5K
|
337
$29.8K
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.87K+ 9.62% |
$142K - $153K
|
21.3K
$1.88M
|
|
|
May 13, 2025
Q1 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
56.7KNew |
$4.31M - $4.63M
|
56.7K
$5.02M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-58.1K- 35.69% |
$4.41M - $4.74M
|
105K
$9.25M
|
|
|
May 12, 2025
Q1 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-113K- 51.72% |
$8.6M - $9.24M
|
106K
$9.35M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10KNew |
$760K - $816K
|
10K
$884K
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
BUY
|
- |
47.2KNew |
$3.59M - $3.85M
|
47.2K
$4.17M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.03% |
$152 - $163
|
7.06K
$625K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-231K- 99.48% |
$17.5M - $18.8M
|
1.2K
$106K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$456 - $489
|
6
$531
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.52K+ 114.81% |
$115K - $124K
|
2.84K
$251K
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.7KNew |
$129K - $138K
|
1.7K
$150K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
256+ 0.86% |
$19.5K - $20.9K
|
30K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
124KNew |
$9.45M - $10.1M
|
124K
$11M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-6.48K- 61.77% |
$492K - $528K
|
4.01K
$354K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-112- 3.68% |
$8.51K - $9.14K
|
2.93K
$259K
|
|
|
May 05, 2025
Q1 2025
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-125- 3.1% |
$9.5K - $10.2K
|
3.9K
$345K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1K- 5.14% |
$76K - $81.6K
|
18.4K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.1K+ 14.56% |
$160K - $171K
|
16.5K
$1.46M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-219- 40.56% |
$16.6K - $17.9K
|
321
$28.4K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-300- 1.41% |
$22.8K - $24.5K
|
21K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
1.43KNew |
$108K - $116K
|
1.43K
$126K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-4.81K- 66.96% |
$365K - $392K
|
2.37K
$210K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-243- 67.69% |
$18.5K - $19.8K
|
116
$10.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$308K - $330K
|
4.05K
$358K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.63KNew |
$200K - $214K
|
2.63K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
781New |
$59.3K - $63.7K
|
781
$69.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
214New |
$16.3K - $17.5K
|
214
$18.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
SELL
|
- |
-16- 0.21% |
$1.22K - $1.31K
|
7.65K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$76K - $81.6K
|
1K
$88.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.91KNew |
$525K - $563K
|
6.91K
$611K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.63K- 38.78% |
$351K - $377K
|
7.3K
$646K
|