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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
6.19%
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
+$26.2M
2
QC
Quadrature Capital
United Kingdom
+$11.6M
3
Bank of America
Bank of America
North Carolina
+$8.54M
4
Wells Fargo
Wells Fargo
California
+$7.37M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$6.85M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
-$121M
2
OPAM
Ocean Park Asset Management
California
-$67.8M
3
GM
GeoWealth Management
Illinois
-$17.7M
4
SIA
Strategic Investment Advisors
Michigan
-$14M
5
GAG
Goodman Advisory Group
Massachusetts
-$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
276
Focus Partners Advisor Solutions
Missouri
$329K -$13K -169 -4%
UBP
277
Union Bancaire Privee
Switzerland
$325K -$357K -4,694 -52%
MWM
278
Mascagni Wealth Management
Mississippi
$324K – – –
EFG
279
Embree Financial Group
Illinois
$322K – – –
CF
280
Centaurus Financial
California
$320K +$23.9K +311 +8%
MCC
281
Money Concepts Capital
Florida
$315K -$9.5K -124 -3%
CPSAC
282
Chas P. Smith & Associates (CPS)
Florida
$314K -$6.51K -85 -2%
CA
283
CoreCap Advisors
Michigan
$312K -$51.3K -669 -14%
SC
284
Seldon Capital
California
$312K -$190K -2,476 -38%
ACM
285
AlphaStar Capital Management
North Carolina
$310K +$310K +4,049 New
MCCA
286
Mill Creek Capital Advisors
Pennsylvania
$307K -$34.9K -455 -10%
FRA
287
Frank Rimerman Advisors
California
$306K – – –
OCM
288
Orion Capital Management
California
$306K – – –
USCWA
289
U.S. Capital Wealth Advisors
Texas
$306K – – –
CPA
290
Cardiff Park Advisors
California
$306K – – –
JIR
291
James Investment Research
Ohio
$303K -$410K -5,357 -58%
Baird Financial Group
292
Baird Financial Group
Wisconsin
$301K -$85.9K -1,121 -22%
CMS
293
Capital Market Strategies
Florida
$300K +$18.4K +240 +7%
AWA
294
Arkadios Wealth Advisors
Georgia
$299K +$299K +3,908 New
FHC
295
First Heartland Consultants
Missouri
$299K +$299K +3,906 New
CAG
296
Csenge Advisory Group
Florida
$299K -$483K -6,476 -62%
KSWA
297
Kathleen S. Wright Associates
Pennsylvania
$299K -$9.58K -125 -3%
SFA
298
Sequoia Financial Advisors
Ohio
$293K -$42.1K -550 -13%
GVAG
299
Great Valley Advisor Group
Delaware
$293K -$8.12K -106 -3%
FCI
300
Financial Counselors Inc
Kansas
$292K – – –
10 11
12
13 14