CWB icon

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 %
DJSG
351
D.J. St. Germain
Massachusetts
$177K +$75.1K +909 +74%
UCB
352
United Community Bank
South Carolina
$173K -$2.48K -30 -1%
MWM
353
MorganRosel Wealth Management
Colorado
$165K – – –
CIAS
354
Capital Investment Advisory Services
North Carolina
$149K – – –
SSA
355
SSA Swiss Advisors
$145K – – –
HBW
356
Hazlett, Burt & Watson
West Virginia
$124K +$12.3K +152 +11%
EB
357
Eastern Bank
Massachusetts
$124K -$8.68K -105 -7%
OHWP
358
Oak Harbor Wealth Partners
North Carolina
$124K – – –
PFM
359
Phillips Financial Management
Indiana
$123K +$123K +1,493 New
HFS
360
Hughes Financial Services
Virginia
$120K – – –
CFB
361
Cullen/Frost Bankers
Texas
$116K -$1.57K -19 -1%
HI
362
Harbour Investments
Wisconsin
$114K -$24.2K -293 -18%
EWM
363
EPG Wealth Management
Georgia
$114K -$120K -1,447 -51%
TF
364
Tompkins Financial
New York
$108K – – –
MA
365
MCF Advisors
Kentucky
$107K – – –
HWA
366
HHM Wealth Advisors
Tennessee
$104K +$104K +1,253 New
DF
367
Dunhill Financial
United Kingdom
$101K – – –
OC
368
Oakworth Capital
Alabama
$98.9K – – –
TIM
369
Total Investment Management
Arizona
$92.8K +$92.8K +1,123 New
SS
370
SBI Securities
Japan
$89.1K -$37.6K -455 -30%
National Bank of Canada
371
National Bank of Canada
Quebec, Canada
$89.1K -$478K -5,800 -84%
MSG
372
Main Street Group
Virginia
$87.7K +$83 +1 +0.1%
AT
373
Arlington Trust
Alabama
$82.7K – – –
FFWM
374
Future Financial Wealth Management
Ohio
$82.7K – – –
OSAM
375
O'Shaughnessy Asset Management
Connecticut
$81.7K -$112K -1,355 -58%
13 14
15
16 17