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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
43+ 0.38% |
$3.81K - $4.03K
|
11.5K
$1.02M
|
|
|
Jan 05, 2026
Q4 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
1+ 0.18% |
$88.5 - $93.6
|
554
$49K
|
|
| Q3 2025 | |||||||
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
1.08M+ 40496.52% |
$88.9M - $98.1M
|
1.08M
$95.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
574KNew |
$47.2M - $52.1M
|
574K
$50.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Potomac Fund Management Inc /Adv
Miami, FL |
BUY
|
- |
470KNew |
$38.7M - $42.7M
|
470K
$41.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
377K+ 89.44% |
$31M - $34.2M
|
799K
$70.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
347K+ 76.15% |
$28.5M - $31.5M
|
803K
$71M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
245K+ 37.36% |
$20.1M - $22.2M
|
900K
$79.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
216K+ 254.94% |
$17.8M - $19.6M
|
301K
$26.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
161K+ 88.15% |
$13.2M - $14.6M
|
343K
$30.4M
|
|
|
Oct 31, 2025
Q3 2025
|
Estate Counselors, LLC
|
BUY
|
- |
129KNew |
$10.6M - $11.7M
|
129K
$11.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
128K+ 9.07% |
$10.6M - $11.6M
|
1.54M
$137M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
108KNew |
$8.91M - $9.83M
|
108K
$9.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 7.9% |
$8.64M - $9.53M
|
1.43M
$127M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
BUY
|
- |
91KNew |
$7.49M - $8.26M
|
91K
$8.05M
|
|
|
Nov 14, 2025
Q3 2025
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
67.3K+ 780.57% |
$5.54M - $6.11M
|
76K
$6.72M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
58.6K+ 127.02% |
$4.82M - $5.32M
|
105K
$9.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Yorktown Management & Research CO Inc
|
BUY
|
- |
50KNew |
$4.11M - $4.54M
|
50K
$4.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
45.4K+ 9.11% |
$3.73M - $4.12M
|
543K
$48.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43K+ 2.76% |
$3.54M - $3.9M
|
1.6M
$142M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
40.2KNew |
$3.31M - $3.65M
|
40.2K
$3.56M
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
38.1KNew |
$3.14M - $3.46M
|
38.1K
$3.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.7KNew |
$2.93M - $3.24M
|
35.7K
$3.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
31.9K+ 7968.75% |
$2.62M - $2.89M
|
32.3K
$2.86M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
30.1K+ 45.59% |
$2.48M - $2.73M
|
96.1K
$8.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
29.7K+ 78.76% |
$2.44M - $2.69M
|
67.3K
$5.96M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26.3K+ 14.05% |
$2.16M - $2.39M
|
213K
$18.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.9K+ 24.19% |
$1.89M - $2.08M
|
118K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
19.7K+ 230.66% |
$1.63M - $1.79M
|
28.3K
$2.51M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19.7K+ 81.15% |
$1.62M - $1.79M
|
44K
$3.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
19.2K+ 484.32% |
$1.58M - $1.74M
|
23.1K
$2.05M
|
|
|
Nov 03, 2025
Q3 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
18.4K+ 12.82% |
$1.51M - $1.67M
|
162K
$14.3M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
15.3KNew |
$1.25M - $1.38M
|
15.3K
$1.35M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
13.9K+ 3.01% |
$1.14M - $1.26M
|
475K
$42M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.5K+ 0.51% |
$1.11M - $1.22M
|
2.63M
$233M
|
|
|
Oct 31, 2025
Q3 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
13.3KNew |
$1.09M - $1.21M
|
13.3K
$1.18M
|
|
|
Oct 29, 2025
Q3 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
13.1KNew |
$1.08M - $1.19M
|
13.1K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
12.9K+ 20.03% |
$1.07M - $1.17M
|
77.6K
$6.86M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.8K+ 6.22% |
$1.05M - $1.16M
|
218K
$19.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
12.5KNew |
$1.03M - $1.13M
|
12.5K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
12.1K+ 234.23% |
$999K - $1.1M
|
17.3K
$1.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
12.1KNew |
$997K - $1.1M
|
12.1K
$1.07M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.6K+ 2.66% |
$953K - $1.05M
|
448K
$39.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
11K+ 18.96% |
$909K - $1M
|
69.3K
$6.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
10.6KNew |
$874K - $964K
|
10.6K
$940K
|
|
|
Oct 09, 2025
Q3 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
10.6K+ 9.22% |
$872K - $962K
|
125K
$11.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Smithbridge Asset Management Inc
|
BUY
|
- |
10.6KNew |
$871K - $961K
|
10.6K
$937K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 4.33% |
$863K - $952K
|
252K
$22.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Win Advisors, Inc
|
BUY
|
- |
10.2KNew |
$835K - $922K
|
10.2K
$898K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
10.2K+ 232.79% |
$835K - $921K
|
14.5K
$1.28M
|
|