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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
6.2%
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
$103M
2
QC
Quadrature Capital
United Kingdom
$21M
3
Bank of America
Bank of America
North Carolina
$202M
4
Wells Fargo
Wells Fargo
California
$92.9M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$44.8M

Top Sellers

1
AssetMark Inc
AssetMark Inc
California
$798K
2
OPAM
Ocean Park Asset Management
California
$0
3
GM
GeoWealth Management
Illinois
$92K
4
SIA
Strategic Investment Advisors
Michigan
$0
5
GAG
Goodman Advisory Group
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
326
OneDigital Investment Advisors
Kansas
$240K +$2.45K +32 +1%
LFAS
327
Level Four Advisory Services
Texas
$240K -$14.9K -194 -6%
P
328
&Partners
Tennessee
$239K -$846 -11 -0.4%
ACM
329
Absolute Capital Management
Pennsylvania
$239K -$24.1K -314 -9%
QCIG
330
Quad-Cities Investment Group
Iowa
$238K +$383 +5 +0.2%
APW
331
Austin Private Wealth
Texas
$238K +$238K +3,103 New
WAG
332
Winthrop Advisory Group
Massachusetts
$229K +$229K +2,984 New
Qube Research & Technologies (QRT)
333
Qube Research & Technologies (QRT)
United Kingdom
$226K +$226K +2,952 New
WWG
334
West Wealth Group
California
$225K -$8.6K -112 -4%
WP
335
Westmount Partners
California
$224K +$460 +6 +0.2%
NP
336
NorthRock Partners
Minnesota
$218K +$116K +1,519 +115%
EWM
337
EPG Wealth Management
Georgia
$217K -$111K -1,448 -34%
FCA
338
Fortis Capital Advisors
Kansas
$213K +$213K +2,779 New
FNBT
339
FineMark National Bank & Trust
Florida
$211K – – –
AFP
340
Ausdal Financial Partners
Iowa
$207K -$1.03M -13,480 -83%
SS
341
Sunbelt Securities
Texas
$205K +$10.7K +139 +5%
HIS
342
Harvest Investment Services
Illinois
$204K -$10K -131 -5%
MFG
343
Merit Financial Group
Georgia
$202K +$230 +3 +0.1%
CIA
344
Concurrent Investment Advisors
Florida
$201K +$201K +2,629 New
CAM
345
Creekmur Asset Management
Illinois
$197K – – –
WFA
346
Wells Financial Advisors
Massachusetts
$197K – – –
NS
347
NBC Securities
Alabama
$191K +$191K +2,498 +124,900%
BWL
348
Bogart Wealth LLC
Virginia
$185K +$690 +9 +0.4%
BBHC
349
Brown Brothers Harriman & Co
New York
$184K – – –
RFA
350
Reyes Financial Architecture
California
$182K -$368K -4,807 -67%
12 13
14
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