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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
Goodman Advisory Group
Massachusetts
+$41.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$17.4M
3
LPL Financial
LPL Financial
California
+$11M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$10.8M
5
Wells Fargo
Wells Fargo
California
+$9.67M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$73.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$30.3M
3
QC
Quadrature Capital
United Kingdom
-$18.7M
4
Deutsche Bank
Deutsche Bank
Germany
-$17.8M
5
HNB
Huntington National Bank
Ohio
-$9.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
401
Grove Bank & Trust
Florida
$41.3K – – –
PG
402
Proffitt & Goodson
Tennessee
$35.5K +$35.5K +430 New
CT
403
Colonial Trust
South Carolina
$35.2K – – –
TFA
404
Transamerica Financial Advisors
Florida
$33K -$1.24K -15 -4%
FFA
405
Frazier Financial Advisors
Ohio
$32.9K – – –
NB
406
NBT Bank
New York
$30.9K – – –
SIS
407
Sound Income Strategies
Florida
$29.2K +$5.7K +69 +24%
RLIM
408
Red Lighthouse Investment Management
New York
$29K – – –
FCAS
409
First Command Advisory Services
Texas
$29K +$29K +351 New
AAP
410
Arax Advisory Partners
Colorado
$27.9K – – –
FPF
411
First Pacific Financial
Washington
$27.1K -$3.55K -43 -12%
PA
412
Pineridge Advisors
Missouri
$25.5K – – –
BWAM
413
Boyd Watterson Asset Management
Ohio
$25.5K +$25.5K +309 New
AF
414
Alerus Financial
North Dakota
$25K +$25K +303 New
BTI
415
Blue Trust Inc
Georgia
$24.8K – – –
LC
416
Luminist Capital
Michigan
$24K -$2.55K -31 -10%
CFFP
417
Center for Financial Planning
Michigan
$23.5K – – –
CPG
418
Cornerstone Planning Group
New Jersey
$22.9K -$675 -8 -3%
TCM
419
Tradewinds Capital Management
Washington
$22.6K – – –
BCMLT
420
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.1K -$3.22K -39 -13%
FPB
421
First PREMIER Bank
South Dakota
$21K – – –
PCA
422
Providence Capital Advisors
North Carolina
$20.7K +$20.7K +250 New
SC
423
Solstein Capital
California
$19.8K – – –
MEG
424
Millstone Evans Group
Colorado
$19K – – –
AIP
425
Ameritas Investment Partners
Nebraska
$18.3K +$83 +1 +0.5%
15 16
17
18 19