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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 %
AT
376
Arlington Trust
Alabama
$76.6K +$76.6K +1,000 New
Franklin Resources
377
Franklin Resources
California
$70.8K +$7.66K +100 +12%
AF
378
Advisornet Financial
Minnesota
$65.6K -$14.9K -195 -19%
FHA
379
First Horizon Advisors
Tennessee
$63.4K +$77 +1 +0.1%
PA
380
Parallel Advisors
California
$61.5K – – –
WPA
381
Wealth Preservation Advisors
Tennessee
$61.3K +$61.3K +800 New
ACA
382
Aptus Capital Advisors
Alabama
$61.2K +$1.53K +20 +3%
AIA
383
Armor Investment Advisors
North Carolina
$59.4K – – –
WF
384
Wayfinding Financial
Washington
$59K +$59K +781 New
AWM
385
Atticus Wealth Management
Florida
$57.6K +$153 +2 +0.3%
SAM
386
S.A. Mason
Michigan
$55.6K +$1.92K +25 +4%
SSB
387
Sandy Spring Bank
Maryland
$53.6K – – –
SW
388
SVB Wealth
Massachusetts
$52.6K +$52.6K +686 New
IBOK
389
Independence Bank of Kentucky
Kentucky
$50.6K – – –
RF
390
Robbins Farley
New Hampshire
$49.4K – – –
ANBT
391
American National Bank & Trust
Texas
$49.4K +$3.98K +52 +9%
NC
392
North Capital
Utah
$48.1K +$48.1K +628 New
SMA
393
Sage Mountain Advisors
Georgia
$43.6K – – –
RF
394
Roxbury Financial
New Jersey
$43.5K +$237 +3 +0.5%
FRA
395
Front Row Advisors
California
$41.4K – – –
SWA
396
SOA Wealth Advisors
New York
$40.5K +$153 +2 +0.4%
GBT
397
Grove Bank & Trust
Florida
$38.3K +$38.3K +500 New
TSMHT
398
Thurston Springer Miller Herd & Titak
Indiana
$36.3K – – –
CT
399
Colonial Trust
South Carolina
$32.6K – – –
TFA
400
Transamerica Financial Advisors
Florida
$32K -$4M -51,899 -99%
14 15
16
17 18