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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-68.7K- 98.9% |
$4.93M - $5.67M
|
765
$65.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-17.3K- 58.21% |
$1.24M - $1.43M
|
12.4K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
SELL
|
- |
-16.7K- 7.98% |
$1.2M - $1.38M
|
193K
$16.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-10.6K- 18.6% |
$762K - $877K
|
46.4K
$3.96M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-4.08K- 95.32% |
$293K - $337K
|
200
$17.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.92K- 29.03% |
$210K - $241K
|
7.14K
$608K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.73K- 2.83% |
$196K - $226K
|
93.9K
$8.01M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.57K- 13.68% |
$185K - $212K
|
16.2K
$1.38M
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
SELL
|
- |
-2.04K- 3.62% |
$146K - $168K
|
54.3K
$4.63M
|
|
|
Jul 23, 2025
Q2 2025
|
Detalus Advisors, LLC
|
SELL
|
- |
-2.04K- 32.14% |
$146K - $168K
|
4.3K
$367K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2K- 19.91% |
$144K - $165K
|
8.05K
$686K
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.77K- 15.09% |
$127K - $146K
|
9.96K
$849K
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.75K- 1.6% |
$126K - $145K
|
108K
$9.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.48K- 13.11% |
$106K - $122K
|
9.78K
$834K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.28K- 5.44% |
$91.8K - $106K
|
22.2K
$1.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-1.19K- 10.24% |
$85.2K - $98K
|
10.4K
$886K
|
|
|
Jul 21, 2025
Q2 2025
|
Tfg Advisers LLC
|
SELL
|
- |
-1.17K- 2.98% |
$84.4K - $97K
|
38.2K
$3.26M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-1.12K- 17.45% |
$80.1K - $92.2K
|
5.27K
$450K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.1K- 1.47% |
$79K - $90.9K
|
73.7K
$6.28M
|
|
|
Jul 22, 2025
Q2 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
SELL
|
- |
-1.07K- 8.64% |
$76.7K - $88.2K
|
11.3K
$962K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-878- 10.47% |
$63.1K - $72.6K
|
7.51K
$640K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-856- 9.74% |
$61.5K - $70.8K
|
7.94K
$677K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-700- 17.86% |
$50.3K - $57.9K
|
3.22K
$275K
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-553- 2.8% |
$39.7K - $45.7K
|
19.2K
$1.64M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-508- 1.8% |
$36.5K - $42K
|
27.8K
$2.37M
|
|
|
Jul 16, 2025
Q2 2025
|
Old Port Advisors
|
SELL
|
- |
-412- 8.04% |
$29.6K - $34.1K
|
4.71K
$402K
|
|
|
Jul 10, 2025
Q2 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-355- 10.98% |
$25.5K - $29.3K
|
2.88K
$245K
|
|
|
Jul 22, 2025
Q2 2025
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-332- 2.34% |
$23.9K - $27.4K
|
13.9K
$1.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-284- 6.3% |
$20.4K - $23.5K
|
4.22K
$360K
|
|
|
Jul 15, 2025
Q2 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-278- 1.23% |
$20K - $23K
|
22.4K
$1.91M
|
|
|
Jul 17, 2025
Q2 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-225- 5.0% |
$16.2K - $18.6K
|
4.27K
$364K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-215- 1.7% |
$15.4K - $17.8K
|
12.4K
$1.06M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-199- 4.6% |
$14.3K - $16.4K
|
4.13K
$352K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-161- 3.93% |
$11.6K - $13.3K
|
3.93K
$335K
|
|
|
Jul 11, 2025
Q2 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-150Closed |
$10.8K - $12.4K
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Syntax Research, Inc.
Boca Raton, FL |
SELL
|
- |
-109- 47.19% |
$7.83K - $9.01K
|
122
$10.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-109- 3.37% |
$7.83K - $9.01K
|
3.12K
$266K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-103- 0.89% |
$7.4K - $8.51K
|
11.4K
$974K
|
|
|
Jul 23, 2025
Q2 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-100- 1.25% |
$7.19K - $8.27K
|
7.9K
$674K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-100- 59.88% |
$7.19K - $8.27K
|
67
$5.71K
|
|
|
Jul 22, 2025
Q2 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-91- 0.3% |
$6.54K - $7.52K
|
30.6K
$2.61M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-78- 0.17% |
$5.61K - $6.45K
|
46.5K
$3.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-72- 0.84% |
$5.17K - $5.95K
|
8.49K
$724K
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
SELL
|
- |
-47- 0.5% |
$3.38K - $3.89K
|
9.3K
$793K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
SELL
|
- |
-43- 11.59% |
$3.09K - $3.55K
|
328
$28K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-39- 12.75% |
$2.8K - $3.22K
|
267
$22.8K
|
|
| Q1 2025 | |||||||
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-1.58M- 99.34% |
$120M - $129M
|
10.4K
$888K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-231K- 99.48% |
$17.5M - $18.8M
|
1.2K
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-149K- 5.8% |
$11.3M - $12.2M
|
2.42M
$207M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-138K- 17.35% |
$10.5M - $11.3M
|
659K
$56.2M
|
|