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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
498KNew |
$35.8M - $41.2M
|
498K
$42.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
211KNew |
$15.2M - $17.4M
|
211K
$17.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
133K+ 10.35% |
$9.54M - $11M
|
1.42M
$120M
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
131KNew |
$9.4M - $10.8M
|
131K
$11.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
117K+ 9.65% |
$8.41M - $9.67M
|
1.33M
$112M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
86.5KNew |
$6.22M - $7.15M
|
86.5K
$7.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
84.8KNew |
$6.09M - $7.01M
|
84.8K
$7.17M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
71.9K+ 1917.28% |
$5.17M - $5.94M
|
75.6K
$6.39M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
70K+ 11.96% |
$5.03M - $5.78M
|
655K
$55.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
62.6K+ 3.86% |
$4.5M - $5.17M
|
1.68M
$142M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
61.8K+ 43.1% |
$4.44M - $5.11M
|
205K
$17.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
PUT |
53.2K+ 257.0% |
$3.82M - $4.4M
|
73.9K
$6.24M
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
45.5KNew |
$3.27M - $3.76M
|
45.5K
$3.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
43.7K+ 30.51% |
$3.14M - $3.61M
|
187K
$15.8M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
39.7K+ 374.07% |
$2.85M - $3.28M
|
50.3K
$4.25M
|
|
|
Aug 05, 2025
Q2 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
39.6K+ 605.07% |
$2.84M - $3.27M
|
46.1K
$3.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
39.4K+ 117.97% |
$2.83M - $3.26M
|
72.8K
$6.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
37.7KNew |
$2.71M - $3.11M
|
37.7K
$3.18M
|
|
|
Jul 23, 2025
Q2 2025
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
28K+ 7.31% |
$2.01M - $2.31M
|
410K
$34.7M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
26.1K+ 22.18% |
$1.88M - $2.16M
|
144K
$12.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
26.1K+ 95.7% |
$1.87M - $2.15M
|
53.3K
$4.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25K+ 7.41% |
$1.8M - $2.07M
|
363K
$30.7M
|
|
|
Aug 11, 2025
Q2 2025
|
True Private Wealth Advisors
|
BUY
|
- |
24.9K+ 372.72% |
$1.79M - $2.06M
|
31.6K
$2.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24.9K+ 11.57% |
$1.79M - $2.06M
|
240K
$20.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
23.3KNew |
$1.67M - $1.92M
|
23.3K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
22.8KNew |
$1.64M - $1.88M
|
22.8K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
22.8K+ 664.27% |
$1.64M - $1.88M
|
26.2K
$2.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
21.9K+ 60.19% |
$1.57M - $1.81M
|
58.3K
$4.92M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.5K+ 8.1% |
$1.55M - $1.78M
|
287K
$24.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
16.4KNew |
$1.18M - $1.36M
|
16.4K
$1.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.9K+ 2.11% |
$1.07M - $1.23M
|
720K
$60.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.6K+ 11.28% |
$837K - $963K
|
115K
$9.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
9.97K+ 135.29% |
$716K - $824K
|
17.3K
$1.46M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.89K+ 61.5% |
$710K - $817K
|
26K
$2.19M
|
|
|
Aug 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
BUY
|
- |
8.72K+ 5.42% |
$626K - $721K
|
170K
$14.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.37K+ 6.66% |
$601K - $692K
|
134K
$11.3M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
8.22K+ 3.55% |
$591K - $679K
|
239K
$20.2M
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.22K+ 17.52% |
$519K - $597K
|
48.5K
$4.09M
|
|
|
Aug 11, 2025
Q2 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
6.63K+ 33.43% |
$477K - $548K
|
26.5K
$2.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.57KNew |
$472K - $543K
|
6.57K
$555K
|
|
|
Aug 13, 2025
Q2 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
6.24K+ 2.78% |
$448K - $516K
|
231K
$19.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
6.09K+ 13.59% |
$437K - $503K
|
50.9K
$4.3M
|
|
|
Aug 01, 2025
Q2 2025
|
James Investment Research Inc
|
BUY
|
- |
5.47K+ 138.41% |
$393K - $452K
|
9.42K
$796K
|
|
|
Jul 30, 2025
Q2 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
5.05K+ 98.38% |
$363K - $417K
|
10.2K
$860K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.99K+ 160.47% |
$359K - $412K
|
8.1K
$684K
|
|
|
Jul 22, 2025
Q2 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.91KNew |
$353K - $406K
|
4.91K
$415K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.6KNew |
$330K - $380K
|
4.6K
$388K
|
|
|
Jul 25, 2025
Q2 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
4.57KNew |
$328K - $377K
|
4.57K
$386K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.56K+ 15.33% |
$328K - $377K
|
34.3K
$2.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.14K+ 33.0% |
$298K - $342K
|
16.7K
$1.41M
|