Purchases and Sales Made in Q2 2025 in Spdr Bloomberg Convertible Sec (CWB)
This table provides information about the institutional ownership of Spdr Bloomberg Convertible Sec (CWB) during Q2 2025. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG CONVERTIBLE SEC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 07, 2025
Q2 2025
|
Hms Capital Management, LLC
|
BUY
|
- |
21.9K+ 60.19% |
$1.57M - $1.81M
|
58.3K
$4.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
BUY
|
- |
11.6K+ 11.28% |
$837K - $963K
|
115K
$9.47M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
2.79K+ 9.13% |
$200K - $230K
|
33.3K
$2.75M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.48KNew |
$178K - $205K
|
2.48K
$204K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
217+ 0.72% |
$15.6K - $17.9K
|
30.2K
$2.49M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
43+ 9.13% |
$3.09K - $3.55K
|
514
$42.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.13% |
$2.87K - $3.31K
|
31.2K
$2.57M
|
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
9+ 0.31% |
$647 - $744
|
2.93K
$242K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
2+ 0.36% |
$144 - $165
|
552
$45.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-78- 0.17% |
$5.61K - $6.45K
|
46.5K
$3.83M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-103- 0.89% |
$7.4K - $8.51K
|
11.4K
$942K
|
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-109- 3.37% |
$7.83K - $9.01K
|
3.12K
$257K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-508- 1.8% |
$36.5K - $42K
|
27.8K
$2.29M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-700- 17.86% |
$50.3K - $57.9K
|
3.22K
$265K
|
|
|
Jul 09, 2025
Q2 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.1K- 1.47% |
$79K - $90.9K
|
73.7K
$6.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.77K- 15.09% |
$127K - $146K
|
9.96K
$821K
|
|
|
Jul 08, 2025
Q2 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-2K- 19.91% |
$144K - $165K
|
8.05K
$663K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
SELL
|
- |
-2.04K- 3.62% |
$146K - $168K
|
54.3K
$4.48M
|