CWB icon

SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

456 hedge funds and large institutions have $2.62B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
–
Holders Change %
0%
% of All Funds
6.12%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
46
Increased
123
Reduced
181
Closed
36
Calls
$645K
Puts
$6.33M
Net Calls
-$5.69M
Net Calls Change
+$60.6M

Top Buyers

1
GAG
Goodman Advisory Group
Massachusetts
$41.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$17.4M
3
LPL Financial
LPL Financial
California
$117M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
$10.8M
5
Wells Fargo
Wells Fargo
California
$110M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$37.7M
2
Allianz Asset Management
Allianz Asset Management
Germany
$17.6M
3
QC
Quadrature Capital
United Kingdom
$3.96M
4
Deutsche Bank
Deutsche Bank
Germany
$34.9M
5
HNB
Huntington National Bank
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
GEA
251
Glen Eagle Advisors
New Jersey
$438K -$9.09K -110 -2%
DWM
252
Dakota Wealth Management
Florida
$436K -$92.2K -1,115 -17%
SOS
253
Silver Oak Securities
Tennessee
$428K +$134K +1,616 +45%
FA
254
Faithward Advisors
Pennsylvania
$427K +$165 +2 +0%
CST
255
Charles Schwab Trust
Nevada
$422K – – –
WAM
256
WFA Asset Management
Wisconsin
$418K +$1.8K +25 +0.4%
AWE
257
Avidian Wealth Enterprises
Texas
$409K +$13K +157 +3%
Qube Research & Technologies (QRT)
258
Qube Research & Technologies (QRT)
United Kingdom
$406K +$162K +1,961 +66%
DWAM
259
Duncan Williams Asset Management
Tennessee
$406K – – –
CAC
260
Certified Advisory Corp
Florida
$401K +$909 +11 +0.2%
AWA
261
Acorn Wealth Advisors
Michigan
$391K -$71.3K -863 -15%
OPA
262
Old Port Advisors
Maine
$390K -$34.1K -412 -8%
BOS
263
Bank of Stockton
California
$389K – – –
HWAM
264
Hennion & Walsh Asset Management
New Jersey
$387K -$248 -3 -0.1%
CSP
265
Cary Street Partners
Virginia
$380K +$380K +4,596 New
AIP
266
Almanack Investment Partners
Pennsylvania
$377K +$377K +4,566 New
IAIM
267
International Assets Investment Management
Florida
$374K +$80.8K +977 +28%
MIA
268
MeadowBrook Investment Advisors
Michigan
$365K -$4.13K -50 -1%
WS
269
Wedbush Securities
California
$359K -$106K -1,278 -23%
TWC
270
TD Waterhouse Canada
Ontario, Canada
$358K – – –
DA
271
Detalus Advisors
Missouri
$355K -$168K -2,036 -32%
GTAM
272
Global Trust Asset Management
Florida
$353K -$18.6K -225 -5%
BIA
273
Bigelow Investment Advisors
Maine
$349K -$23.5K -284 -6%
EFG
274
Embree Financial Group
Illinois
$348K – – –
DWM
275
Diversify Wealth Management
Utah
$344K +$344K +4,030 New
9 10
11
12 13