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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.53B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-54
Holders Change %
-10.59%
% of All Funds
6.2%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
40
Increased
134
Reduced
175
Closed
81
Calls
$230K
Puts
$66.5M
Net Calls
-$66.3M
Net Calls Change
-$66.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$103M
2
QC
Quadrature Capital
United Kingdom
$21M
3
Bank of America
Bank of America
North Carolina
$202M
4
Wells Fargo
Wells Fargo
California
$92.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$44.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$798K
2
OPAM
Ocean Park Asset Management
California
$0
3
GM
GeoWealth Management
Illinois
$92K
4
SIA
Strategic Investment Advisors
Michigan
$0
5
GAG
Goodman Advisory Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DFG
226
Delta Financial Group
New Jersey
$557K +$158 +2 +0%
LCWP
227
Legacy Capital Wealth Partners
Arkansas
$555K -$74.4K -971 -12%
CWM
228
Connecticut Wealth Management
Connecticut
$544K +$544K +7,095 New
Cerity Partners
229
Cerity Partners
New York
$531K -$66.7K -870 -11%
PFP
230
Pinnacle Financial Partners
Tennessee
$529K +$529K +6,907 New
National Bank of Canada
231
National Bank of Canada
Quebec, Canada
$527K -$261K -3,400 -33%
CPL
232
CAP Partners LLC
Tennessee
$525K -$45.1K -588 -8%
TCA
233
Trifecta Capital Advisors
Illinois
$524K – – –
TPWA
234
TRUE Private Wealth Advisors
Oregon
$513K +$231K +3,019 +82%
TW
235
Trajan Wealth
Arizona
$511K +$254K +3,321 +99%
AP
236
Advisors Preferred
Maryland
$502K -$8.07M -105,083 -94%
SCG
237
Sonata Capital Group
Washington
$501K – – –
DWM
238
Dakota Wealth Management
Florida
$489K – – –
DA
239
Detalus Advisors
Missouri
$485K +$23.1K +302 +5%
KA
240
Kovack Advisors
Florida
$480K +$230 +3 +0%
SCA
241
Snowden Capital Advisors
New York
$468K – – –
BRWM
242
Blue Rock Wealth Management
North Carolina
$463K +$159K +2,080 +53%
LWM
243
LongView Wealth Management
Georgia
$436K +$996 +13 +0.2%
GS
244
GWN Securities
Florida
$435K +$435K +5,501 New
PTC
245
Private Trust Company
Ohio
$435K – – –
SWP
246
Stratos Wealth Partners
Ohio
$433K -$130K -1,692 -23%
WS
247
Wedbush Securities
California
$431K -$21.6K -282 -5%
EFL
248
ERn Financial LLC
Wisconsin
$428K +$230 +3 +0.1%
AWA
249
Acorn Wealth Advisors
Michigan
$428K +$6.44K +84 +2%
RW
250
RVW Wealth
California
$422K – – –
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10
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