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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 %
BFO
301
Boston Family Office
Massachusetts
$290K – – –
GVAG
302
Great Valley Advisor Group
Delaware
$285K -$31.1K -376 -10%
PWP
303
Principle Wealth Partners
Connecticut
$282K – – –
MWM
304
Modern Wealth Management
Kansas
$282K +$282K +3,409 New
CWM
305
CCG Wealth Management
California
$279K – – –
PTC
306
Private Trust Company
Ohio
$276K -$193K -2,338 -41%
TWM
307
Topsail Wealth Management
North Carolina
$274K – – –
SWM
308
Spire Wealth Management
Virginia
$271K -$496 -6 -0.2%
BFG
309
Berger Financial Group
Minnesota
$271K +$83 +1 +0%
BPA
310
Beacon Pointe Advisors
California
$270K +$83 +1 +0%
BHBT
311
Burke & Herbert Bank & Trust
Virginia
$269K -$11.2K -135 -4%
CF
312
Centaurus Financial
California
$269K -$76.2K -921 -22%
APW
313
Austin Private Wealth
Texas
$269K +$12.5K +151 +5%
HW
314
Hancock Whitney
Mississippi
$267K +$267K +3,225 New
CMS
315
Capital Market Strategies
Florida
$266K -$57.9K -700 -18%
SDWMA
316
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K – – –
CTFG
317
Capstone Triton Financial Group
Oklahoma
$260K +$260K +3,145 New
BCG
318
Breakwater Capital Group
New Jersey
$258K -$9.01K -109 -3%
QCIG
319
Quad-Cities Investment Group
Iowa
$257K +$744 +9 +0.3%
CIBC Private Wealth Group
320
CIBC Private Wealth Group
Georgia
$249K -$147K -1,782 -37%
WAG
321
Winthrop Advisory Group
Massachusetts
$247K – – –
CIBC World Market
322
CIBC World Market
Ontario, Canada
$244K -$211K -2,552 -46%
WP
323
Westmount Partners
California
$242K +$744 +9 +0.3%
ACM
324
Absolute Capital Management
Pennsylvania
$242K -$15.3K -185 -6%
Fisher Asset Management
325
Fisher Asset Management
Washington
$242K +$242K +2,922 New
11 12
13
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