Latest Institutional Purchases of Spdr Bloomberg Convertible Sec (CWB)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
33.4KNew |
$2.54M - $2.73M
|
33.4K
$2.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
25.8K+ 12.55% |
$1.96M - $2.1M
|
231K
$18M
|
|
|
Apr 10, 2025
Q1 2025
|
Retireful, LLC
|
BUY
|
- |
18KNew |
$1.37M - $1.47M
|
18K
$1.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16.1K+ 106.52% |
$1.23M - $1.32M
|
31.3K
$2.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Delta Capital Management LLC
|
BUY
|
- |
15K+ 1.4% |
$1.14M - $1.22M
|
1.09M
$84.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
10.8K+ 56.9% |
$820K - $880K
|
29.8K
$2.31M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.54K+ 38822.73% |
$649K - $697K
|
8.56K
$665K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.06K+ 6.86% |
$613K - $658K
|
126K
$9.76M
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
7.87KNew |
$598K - $642K
|
7.87K
$611K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.83K+ 3.03% |
$595K - $638K
|
266K
$20.7M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.91KNew |
$525K - $563K
|
6.91K
$537K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
5.41K+ 6.24% |
$411K - $441K
|
92.1K
$7.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$308K - $330K
|
4.05K
$315K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.57KNew |
$271K - $291K
|
3.57K
$277K
|
|
|
Apr 08, 2025
Q1 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.98KNew |
$227K - $243K
|
2.98K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.63KNew |
$200K - $214K
|
2.63K
$204K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.5K+ 124900.0% |
$190K - $204K
|
2.5K
$194K
|
|
|
Apr 10, 2025
Q1 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
2.29K+ 2.27% |
$174K - $187K
|
103K
$8.02M
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
2.26K+ 0.59% |
$172K - $184K
|
382K
$29.7M
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.25K+ 10.14% |
$171K - $183K
|
24.4K
$1.9M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.15K+ 3.19% |
$163K - $175K
|
69.4K
$5.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2KNew |
$152K - $163K
|
2K
$155K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.15K+ 10.69% |
$87.2K - $93.6K
|
11.9K
$923K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
1KNew |
$76K - $81.6K
|
1K
$77.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
823+ 2.85% |
$62.5K - $67.1K
|
29.7K
$2.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
793+ 18.29% |
$60.3K - $64.7K
|
5.13K
$398K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
784+ 2.98% |
$59.6K - $64K
|
27.1K
$2.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
781New |
$59.3K - $63.7K
|
781
$60.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
732+ 0.47% |
$55.6K - $59.7K
|
155K
$12.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
700+ 17.11% |
$53.2K - $57.1K
|
4.79K
$372K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
628New |
$47.7K - $51.2K
|
628
$48.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$38K - $40.8K
|
500
$38.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
456+ 3.61% |
$34.7K - $37.2K
|
13.1K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
391+ 1.32% |
$29.7K - $31.9K
|
30K
$2.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
375+ 1.24% |
$28.5K - $30.6K
|
30.5K
$2.37M
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
366+ 3.76% |
$27.8K - $29.9K
|
10.1K
$785K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
302+ 5.01% |
$22.9K - $24.6K
|
6.34K
$492K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$22.8K - $24.5K
|
300
$23.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
264+ 1320.0% |
$20.1K - $21.5K
|
284
$22.1K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
240+ 6.52% |
$18.2K - $19.6K
|
3.92K
$305K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
214New |
$16.3K - $17.5K
|
214
$16.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
139+ 5.49% |
$10.6K - $11.3K
|
2.67K
$208K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
125+ 0.27% |
$9.5K - $10.2K
|
46.6K
$3.62M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113+ 3.29% |
$8.59K - $9.22K
|
3.54K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
87+ 0.71% |
$6.61K - $7.1K
|
12.3K
$959K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
52+ 8.77% |
$3.95K - $4.24K
|
645
$50.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 14.61% |
$2.96K - $3.18K
|
306
$23.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38+ 0.11% |
$2.89K - $3.1K
|
33.2K
$2.58M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
38+ 0.23% |
$2.89K - $3.1K
|
16.8K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$2.58K - $2.77K
|
11.2K
$869K
|