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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 %
Lido Advisors
301
Lido Advisors
California
$290K +$20.4K +266 +8%
RWP
302
RWA Wealth Partners
Massachusetts
$287K -$17K -222 -6%
AAS
303
Avantax Advisory Services
Texas
$275K -$3.37K -44 -1%
SOS
304
Silver Oak Securities
Tennessee
$274K -$437K -5,674 -61%
IAIM
305
International Assets Investment Management
Florida
$272K +$8.66K +113 +3%
KPWS
306
Kestra Private Wealth Services
Texas
$270K +$153 +2 +0.1%
FWM
307
Focused Wealth Management
New York
$269K +$613 +8 +0.2%
BFO
308
Boston Family Office
Massachusetts
$269K – – –
LSWP
309
Liberty Square Wealth Partners
Pennsylvania
$269K -$9.27K -121 -3%
PCWA
310
Pacific Capital Wealth Advisors
California
$263K – – –
IWM
311
IHT Wealth Management
Illinois
$263K -$43.7K -571 -14%
OPWM
312
Oxinas Partners Wealth Management
Indiana
$263K -$3.54M -46,263 -93%
PWP
313
Principle Wealth Partners
Connecticut
$262K – – –
BHBT
314
Burke & Herbert Bank & Trust
Virginia
$260K – – –
CWM
315
CCG Wealth Management
California
$258K – – –
TWM
316
Topsail Wealth Management
North Carolina
$254K – – –
SWM
317
Spire Wealth Management
Virginia
$252K +$383 +5 +0.2%
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$252K -$22.8K -298 -8%
BFG
319
Berger Financial Group
Minnesota
$251K -$3.83K -50 -2%
BPA
320
Beacon Pointe Advisors
California
$250K -$613 -8 -0.2%
BTWM
321
Baker Tilly Wealth Management
Wisconsin
$248K -$16.2K -212 -6%
BCG
322
Breakwater Capital Group
New Jersey
$247K – – –
ST
323
Sabal Trust
Florida
$247K – – –
SDWMA
324
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K – – –
CCM
325
Crew Capital Management
Ohio
$244K – – –
11 12
13
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