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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 %
BNP Paribas Financial Markets
451
BNP Paribas Financial Markets
France
$1.69K -$3.83K -50 -69%
TFA
452
Toth Financial Advisory
Virginia
$1.69K – – –
RF
453
Rossby Financial
Florida
$849 +$849 +11 New
DCM
454
Davis Capital Management
Florida
$813 +$813 +11 New
DWM
455
Darwin Wealth Management
Florida
$467 – – –
T
456
Tidemark
California
$460 +$460 +6 New
PWAM
457
Private Wealth Asset Management
Iowa
$230 +$230 +3 New
DFA
458
DHJJ Financial Advisors
Illinois
$77 – – –
OPAM
459
Ocean Park Asset Management
California
– -$67.8M -870,551 Closed
SIA
460
Strategic Investment Advisors
Michigan
– -$14M -179,758 Closed
GAG
461
Goodman Advisory Group
Massachusetts
– -$12.5M -160,760 Closed
WA
462
Win Advisors
Florida
– -$9.31M -119,536 Closed
AA
463
ACT Advisors
North Carolina
– -$7.64M -98,092 Closed
MSL
464
Mackay Shields LLC
New York
– -$7.31M -93,907 Closed
ECA
465
Elevation Capital Advisory
Oregon
– -$5.54M -71,135 Closed
TC
466
TownSquare Capital
Utah
– -$5.34M -68,553 Closed
RSWM
467
Robertson Stephens Wealth Management
California
– -$5.34M -68,525 Closed
SAM
468
Synergy Asset Management
Washington
– -$4.88M -62,579 Closed
LSC
469
Logan Stone Capital
Illinois
– -$4.71M -60,432 Closed
AFWM
470
AMJ Financial Wealth Management
Virginia
– -$4M -51,338 Closed
SC
471
Sykon Capital
New York
– -$3.86M -49,593 Closed
Capstone Investment Advisors
472
Capstone Investment Advisors
New York
– -$3.01M -38,601 Closed
AWAU
473
Alliance Wealth Advisors (Utah)
Utah
– -$2.97M -38,178 Closed
PCA
474
Prosperity Capital Advisors
Ohio
– -$2.66M -34,109 Closed
WAM
475
WealthTrust Asset Management
Florida
– -$2.52M -32,332 Closed
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