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 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
19+ 0.1% |
$1.44K - $1.55K
|
19.3K
$1.59M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
16+ 0.18% |
$1.22K - $1.31K
|
8.82K
$727K
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
14+ 0.08% |
$1.06K - $1.14K
|
16.9K
$1.39M
|
|
|
Apr 21, 2025
Q1 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
13+ 0.23% |
$988 - $1.06K
|
5.69K
$469K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
11New |
$836 - $897
|
11
$907
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
11+ 6.18% |
$836 - $897
|
189
$15.6K
|
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
11New |
$836 - $897
|
11
$907
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
9+ 0.37% |
$684 - $734
|
2.42K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
8+ 0.23% |
$608 - $653
|
3.51K
$289K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
6New |
$456 - $489
|
6
$495
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5+ 0.15% |
$380 - $408
|
3.29K
$271K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5+ 0.16% |
$380 - $408
|
3.1K
$256K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
3New |
$228 - $245
|
3
$247
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3+ 0.05% |
$228 - $245
|
6.27K
$517K
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
BUY
|
- |
3+ 0.05% |
$228 - $245
|
5.59K
$461K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.11% |
$228 - $245
|
2.64K
$218K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 0.04% |
$152 - $163
|
5.17K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 0.19% |
$152 - $163
|
1.06K
$87.4K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.03% |
$152 - $163
|
7.06K
$582K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2+ 0.06% |
$152 - $163
|
3.52K
$290K
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.27% |
$152 - $163
|
752
$62K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.38% |
$152 - $163
|
528
$43.5K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1+ 0.01% |
$76 - $81.6
|
19.6K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.0% |
$76 - $81.6
|
56K
$4.61M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.45% |
$76 - $81.6
|
221
$18.2K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.07% |
$76 - $81.6
|
1.38K
$114K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.36% |
$76 - $81.6
|
279
$23K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1+ 0.12% |
$76 - $81.6
|
827
$68.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
290K+ 49.9% |
$22.1M - $23.8M
|
871K
$71.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Win Advisors, Inc
|
BUY
|
- |
105K+ 732.54% |
$8.02M - $8.65M
|
120K
$9.85M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95K+ 44.16% |
$7.24M - $7.82M
|
310K
$25.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Mackay Shields LLC
|
BUY
|
- |
93.9KNew |
$7.16M - $7.72M
|
93.9K
$7.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
BUY
|
- |
71.1KNew |
$5.42M - $5.85M
|
71.1K
$5.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
68.5KNew |
$5.22M - $5.64M
|
68.5K
$5.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
62.6KNew |
$4.77M - $5.15M
|
62.6K
$5.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
51.3KNew |
$3.91M - $4.22M
|
51.3K
$4.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
50.9K+ 97825.0% |
$3.88M - $4.18M
|
50.9K
$4.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.8KNew |
$2.95M - $3.19M
|
38.8K
$3.2M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
34.1KNew |
$2.6M - $2.81M
|
34.1K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
31.9KNew |
$2.43M - $2.62M
|
31.9K
$2.63M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
29.3KNew |
$2.24M - $2.41M
|
29.3K
$2.42M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.4KNew |
$1.71M - $1.84M
|
22.4K
$1.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
19.8KNew |
$1.51M - $1.63M
|
19.8K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
18.9K+ 11.76% |
$1.44M - $1.56M
|
180K
$14.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$1.14M - $1.23M
|
15K
$1.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
13.3KNew |
$1.01M - $1.1M
|
13.3K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
13KNew |
$992K - $1.07M
|
13K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
11.8K+ 31.39% |
$903K - $974K
|
49.6K
$4.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
9.9KNew |
$754K - $814K
|
9.9K
$816K
|
|