Latest Institutional Sells of Spdr Bloomberg Convertible Sec (CWB)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2026
Q4 2025
|
Wright Fund Management, LLC
Santa Monica, CA |
SELL
|
- |
-550K- 95.78% |
$48.6M - $51.5M
|
24.2K
$2.14M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-172K- 15.85% |
$15.2M - $16.1M
|
912K
$80.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-30K- 47.57% |
$2.65M - $2.81M
|
33.1K
$2.93M
|
|
|
Jan 26, 2026
Q4 2025
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-23K- 88.41% |
$2.04M - $2.15M
|
3.02K
$267K
|
|
|
Jan 23, 2026
Q4 2025
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-23K- 46.0% |
$2.04M - $2.15M
|
27K
$2.39M
|
|
|
Jan 23, 2026
Q4 2025
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-12.3K- 18.3% |
$1.09M - $1.15M
|
55K
$4.87M
|
|
|
Jan 15, 2026
Q4 2025
|
Retireful, LLC
|
SELL
|
- |
-11.9K- 71.67% |
$1.05M - $1.12M
|
4.71K
$417K
|
|
|
Jan 29, 2026
Q4 2025
|
M&T Bank Corp
|
SELL
|
- |
-10.8K- 57.17% |
$957K - $1.01M
|
8.1K
$717K
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-9.57K- 19.11% |
$847K - $896K
|
40.5K
$3.58M
|
|
|
Jan 30, 2026
Q4 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.35K- 36.34% |
$739K - $782K
|
14.6K
$1.29M
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-4.92K- 4.65% |
$435K - $460K
|
101K
$8.93M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.89K- 22.37% |
$433K - $458K
|
17K
$1.5M
|
|
|
Jan 22, 2026
Q4 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-4.75K- 0.2% |
$421K - $445K
|
2.32M
$205M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.01K- 2.1% |
$355K - $375K
|
187K
$16.5M
|
|
|
Jan 27, 2026
Q4 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.58K- 47.19% |
$317K - $335K
|
4.01K
$355K
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-3.24K- 17.55% |
$287K - $303K
|
15.2K
$1.35M
|
|
|
Jan 20, 2026
Q4 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2.87K- 67.12% |
$254K - $269K
|
1.41K
$124K
|
|
|
Jan 21, 2026
Q4 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.78K- 1.94% |
$246K - $260K
|
140K
$12.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.98K- 2.18% |
$175K - $186K
|
89.1K
$7.89M
|
|
|
Jan 30, 2026
Q4 2025
|
Urban Wealth Management, LLC
|
SELL
|
- |
-1.88K- 38.61% |
$167K - $176K
|
3K
$265K
|
|
|
Jan 28, 2026
Q4 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.71K- 5.58% |
$151K - $160K
|
29K
$2.56M
|
|
|
Jan 28, 2026
Q4 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
SELL
|
- |
-1.59K- 20.11% |
$141K - $149K
|
6.31K
$558K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-1.56K- 39.98% |
$138K - $146K
|
2.34K
$207K
|
|
|
Jan 21, 2026
Q4 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-1.37K- 1.94% |
$121K - $128K
|
69.2K
$6.12M
|
|
|
Jan 27, 2026
Q4 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.18K- 8.16% |
$105K - $111K
|
13.3K
$1.18M
|
|
|
Jan 20, 2026
Q4 2025
|
Ascent Group, LLC
|
SELL
|
- |
-1.16K- 21.46% |
$102K - $108K
|
4.24K
$375K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-1.07K- 29.17% |
$94.3K - $99.8K
|
2.59K
$229K
|
|
|
Jan 08, 2026
Q4 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.07K- 1.45% |
$94.2K - $99.7K
|
72.5K
$6.42M
|
|
|
Jan 13, 2026
Q4 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-658- 3.81% |
$58.2K - $61.6K
|
16.6K
$1.47M
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-643- 2.32% |
$56.9K - $60.2K
|
27K
$2.39M
|
|
|
Jan 12, 2026
Q4 2025
|
First Merchants Corp
|
SELL
|
- |
-622- 6.05% |
$55K - $58.2K
|
9.66K
$855K
|
|
|
Jan 21, 2026
Q4 2025
|
Country Trust Bank
|
SELL
|
- |
-550- 59.78% |
$48.7K - $51.5K
|
370
$32.7K
|
|
|
Jan 08, 2026
Q4 2025
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-538- 1.73% |
$47.6K - $50.4K
|
30.5K
$2.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-528- 5.99% |
$46.7K - $49.4K
|
8.28K
$733K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-505- 1.49% |
$44.7K - $47.3K
|
33.4K
$2.95M
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-484- 3.43% |
$42.8K - $45.3K
|
13.6K
$1.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-470- 5.05% |
$41.6K - $44K
|
8.84K
$782K
|
|
|
Jan 29, 2026
Q4 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-469- 1.95% |
$41.5K - $43.9K
|
23.5K
$2.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-361- 9.39% |
$31.9K - $33.8K
|
3.48K
$308K
|
|
|
Jan 23, 2026
Q4 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-352- 1.64% |
$31.1K - $33K
|
21.1K
$1.87M
|
|
|
Jan 14, 2026
Q4 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-280- 6.35% |
$24.8K - $26.2K
|
4.13K
$365K
|
|
|
Jan 08, 2026
Q4 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-269- 1.2% |
$23.8K - $25.2K
|
22.2K
$1.96M
|
|
|
Jan 30, 2026
Q4 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-243- 2.41% |
$21.5K - $22.8K
|
9.82K
$869K
|
|
|
Jan 30, 2026
Q4 2025
|
Sage Rhino Capital LLC
|
SELL
|
- |
-236- 2.05% |
$20.9K - $22.1K
|
11.3K
$996K
|
|
|
Jan 28, 2026
Q4 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-179- 0.8% |
$15.8K - $16.8K
|
22.2K
$1.97M
|
|
|
Jan 14, 2026
Q4 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-161- 4.93% |
$14.2K - $15.1K
|
3.11K
$275K
|
|
|
Jan 26, 2026
Q4 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-125- 0.7% |
$11.1K - $11.7K
|
17.8K
$1.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-107- 1.96% |
$9.47K - $10K
|
5.37K
$475K
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-100- 9.66% |
$8.85K - $9.36K
|
935
$82.7K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
SELL
|
- |
-82- 0.65% |
$7.26K - $7.68K
|
12.4K
$1.1M
|
|