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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
800New |
$60.8K - $65.3K
|
800
$65.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
793+ 18.29% |
$60.3K - $64.7K
|
5.13K
$423K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
784+ 2.98% |
$59.6K - $64K
|
27.1K
$2.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
781New |
$59.3K - $63.7K
|
781
$64.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
742+ 6.85% |
$56.4K - $60.5K
|
11.6K
$954K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
732+ 0.47% |
$55.6K - $59.7K
|
155K
$12.8M
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
723+ 8.63% |
$54.9K - $59K
|
9.1K
$750K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
715+ 1.32% |
$54.3K - $58.3K
|
55K
$4.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
700+ 17.11% |
$53.2K - $57.1K
|
4.79K
$395K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
686New |
$52.1K - $56K
|
686
$56.5K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
628New |
$47.7K - $51.2K
|
628
$51.8K
|
|
|
May 06, 2025
Q1 2025
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
627+ 1.85% |
$47.6K - $51.2K
|
34.5K
$2.85M
|
|
|
May 09, 2025
Q1 2025
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
540+ 2.8% |
$41K - $44.1K
|
19.8K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
500New |
$38K - $40.8K
|
500
$41.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
456+ 3.61% |
$34.7K - $37.2K
|
13.1K
$1.08M
|
|
|
Jun 05, 2025
Q1 2025
|
Cim, LLC
|
BUY
|
- |
423+ 1.0% |
$32.1K - $34.5K
|
42.9K
$3.54M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
411+ 1.25% |
$31.2K - $33.5K
|
33.3K
$2.74M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
400+ 4.38% |
$30.4K - $32.6K
|
9.52K
$785K
|
|
|
Apr 22, 2025
Q1 2025
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
366+ 3.76% |
$27.8K - $29.9K
|
10.1K
$833K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
362+ 0.17% |
$27.5K - $29.5K
|
216K
$17.8M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
337New |
$25.6K - $27.5K
|
337
$27.8K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
311+ 8.06% |
$23.6K - $25.4K
|
4.17K
$344K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
302+ 5.01% |
$22.9K - $24.6K
|
6.34K
$522K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
300New |
$22.8K - $24.5K
|
300
$24.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
296+ 23.7% |
$22.5K - $24.1K
|
1.55K
$127K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
266+ 7.56% |
$20.2K - $21.7K
|
3.78K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
264+ 1320.0% |
$20.1K - $21.5K
|
284
$23.4K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
256+ 0.86% |
$19.5K - $20.9K
|
30K
$2.47M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
243+ 4860.0% |
$18.5K - $19.8K
|
248
$20.4K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
214New |
$16.3K - $17.5K
|
214
$17.6K
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
214New |
$16.3K - $17.5K
|
214
$17.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
183+ 3.96% |
$13.9K - $14.9K
|
4.8K
$396K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
139+ 5.49% |
$10.6K - $11.3K
|
2.67K
$220K
|
|
|
Jul 08, 2025
Q1 2025
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
BUY
|
- |
115New |
$8.74K - $9.38K
|
115
$9.48K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
115+ 0.22% |
$8.74K - $9.38K
|
51.6K
$4.25M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
113+ 3.29% |
$8.59K - $9.22K
|
3.54K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
106New |
$8.05K - $8.65K
|
106
$8.74K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
100+ 12.14% |
$7.6K - $8.16K
|
924
$76.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
87+ 0.71% |
$6.61K - $7.1K
|
12.3K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
84+ 1.53% |
$6.38K - $6.85K
|
5.59K
$461K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
52+ 8.77% |
$3.95K - $4.24K
|
645
$53.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
45+ 2.76% |
$3.42K - $3.67K
|
1.67K
$138K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
39+ 14.61% |
$2.96K - $3.18K
|
306
$25.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
38+ 0.11% |
$2.89K - $3.1K
|
33.2K
$2.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
38+ 0.23% |
$2.89K - $3.1K
|
16.8K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
34+ 0.3% |
$2.58K - $2.77K
|
11.2K
$922K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
32+ 1.03% |
$2.43K - $2.61K
|
3.13K
$258K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
30+ 0.34% |
$2.28K - $2.45K
|
8.73K
$719K
|
|
|
Apr 23, 2025
Q1 2025
|
S.A. Mason LLC
|
BUY
|
- |
25+ 3.57% |
$1.9K - $2.04K
|
725
$59.8K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
20+ 2.57% |
$1.52K - $1.63K
|
798
$65.8K
|