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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 %
MWM
276
Mascagni Wealth Management
Mississippi
$343K -$6.53K -79 -2%
PCIA
277
Prime Capital Investment Advisors
Kansas
$341K -$16.4K -199 -5%
CA
278
CoreCap Advisors
Michigan
$339K +$2.56K +31 +0.8%
SC
279
Seldon Capital
California
$336K – – –
FPAS
280
Focus Partners Advisor Solutions
Missouri
$333K -$22.1K -267 -6%
MCCA
281
Mill Creek Capital Advisors
Pennsylvania
$332K +$165 +2 +0%
FRA
282
Frank Rimerman Advisors
California
$331K – – –
USCWA
283
U.S. Capital Wealth Advisors
Texas
$331K – – –
OCM
284
Orion Capital Management
California
$331K – – –
CPA
285
Cardiff Park Advisors
California
$331K – – –
AFP
286
Ausdal Financial Partners
Iowa
$327K +$104K +1,263 +47%
CPSAC
287
Chas P. Smith & Associates (CPS)
Florida
$325K -$13.3K -161 -4%
KSWA
288
Kathleen S. Wright Associates
Pennsylvania
$323K – – –
FHC
289
First Heartland Consultants
Missouri
$322K -$992 -12 -0.3%
CAG
290
Csenge Advisory Group
Florida
$320K – – –
AAS
291
Avantax Advisory Services
Texas
$319K +$22.7K +275 +8%
MT
292
Midwest Trust
Kansas
$315K +$315K +3,815 New
Baird Financial Group
293
Baird Financial Group
Wisconsin
$314K -$10.7K -129 -3%
Lido Advisors
294
Lido Advisors
California
$313K – – –
AIM
295
Advyzon Investment Management
Illinois
$309K +$309K +3,738 New
FWM
296
Focused Wealth Management
New York
$308K +$17.9K +217 +6%
AWA
297
Arkadios Wealth Advisors
Georgia
$308K -$14.9K -180 -5%
MC
298
Moors & Cabot
Massachusetts
$304K -$74.4K -900 -20%
WAM
299
Worth Asset Management
Texas
$293K +$293K +3,542 New
KPWS
300
Kestra Private Wealth Services
Texas
$291K +$83 +1 +0%
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