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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$37.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$17.6M
3
QC
3
Quadrature Capital
United Kingdom
$3.96M
4
Deutsche Bank
4
Deutsche Bank
Germany
$34.9M
5
HNB
5
Huntington National Bank
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
326
Savant Capital
Illinois
$238K +$238K +2,881 New
BTWM
327
Baker Tilly Wealth Management
Wisconsin
$238K -$29.3K -355 -11%
LSWP
328
Liberty Square Wealth Partners
Pennsylvania
$237K -$52.2K -632 -18%
NP
329
NorthRock Partners
Minnesota
$235K – – –
BF
330
BOK Financial
Oklahoma
$232K +$82.7K +1,000 +55%
LFAS
331
Level Four Advisory Services
Texas
$232K -$27.1K -328 -10%
FNBT
332
FineMark National Bank & Trust
Florida
$228K – – –
HS
333
Horan Securities
United States
$225K +$225K +2,726 New
BBHC
334
Brown Brothers Harriman & Co
New York
$224K +$25.8K +312 +13%
AssetMark Inc
335
AssetMark Inc
California
$221K -$640K -7,748 -74%
IWM
336
IHT Wealth Management
Illinois
$220K -$63.4K -767 -22%
NL
337
NVWM LLC
Pennsylvania
$219K +$219K +2,651 New
MFG
338
Merit Financial Group
Georgia
$218K – – –
CIA
339
Concurrent Investment Advisors
Florida
$217K – – –
TCM
340
Traub Capital Management
Massachusetts
$216K +$216K +2,610 New
DAS
341
Diversify Advisory Services
Utah
$216K +$216K +2,529 New
CAM
342
Creekmur Asset Management
Illinois
$213K – – –
WFA
343
Wells Financial Advisors
Massachusetts
$212K – – –
MKA
344
M. Kulyk & Associates
Georgia
$207K +$207K +2,500 New
KCFA
345
Key Client Fiduciary Advisors
New Jersey
$205K +$205K +2,480 New
HIS
346
Harvest Investment Services
Illinois
$205K -$15.6K -189 -7%
EP
347
Edgestream Partners
New Jersey
$204K +$204K +2,462 New
BWL
348
Bogart Wealth LLC
Virginia
$199K -$413 -5 -0.2%
SS
349
Sunbelt Securities
Texas
$197K -$10.8K -139 -5%
GFL
350
Granite FO LLC
New Hampshire
$188K -$188K -2,278 -50%
12 13
14
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