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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
$117M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
$10.8M
5
Wells Fargo
Wells Fargo
California
$110M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$37.7M
2
Allianz Asset Management
Allianz Asset Management
Germany
$17.6M
3
QC
Quadrature Capital
United Kingdom
$3.96M
4
Deutsche Bank
Deutsche Bank
Germany
$34.9M
5
HNB
Huntington National Bank
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
26
River Wealth Advisors
Pennsylvania
$19.1M +$516K +6,240 +3%
Osaic Holdings
27
Osaic Holdings
Arizona
$18.8M +$1.95M +24,900 +12%
WWA
28
Wealth Watch Advisors
Colorado
$18.4M -$210K -2,539 -1%
Allianz Asset Management
29
Allianz Asset Management
Germany
$17.6M -$30.3M -366,100 -63%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$17.4M +$17.4M +211,069 New
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$17M +$5.13M +61,779 +43%
WPW
32
Waldron Private Wealth
Pennsylvania
$16.6M -$94.7K -1,146 -0.6%
XF
33
XML Financial
Maryland
$15.9M -$1.38M -16,703 -8%
Stifel Financial
34
Stifel Financial
Missouri
$15.5M +$3.61M +43,729 +31%
GC
35
Guggenheim Capital
Illinois
$15.2M -$2.6M -31,457 -15%
FCC
36
Florin Court Capital
United Kingdom
$14M +$721K +8,718 +5%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$12.9M +$77.2K +934 +0.6%
MWM
38
Modera Wealth Management
New Jersey
$11.9M +$2.16M +26,144 +22%
PWM
39
Paulson Wealth Management
Illinois
$11.9M +$135K +1,630 +1%
OC
40
Oppenheimer & Co
New York
$11.1M +$692K +8,366 +7%
Capstone Investment Advisors
41
Capstone Investment Advisors
New York
$10.8M +$10.8M +130,801 New
HNB
42
Huntington National Bank
Ohio
$10.3M -$9.67M – –
FWA
43
FSC Wealth Advisors
New York
$10.2M +$38.7K +468 +0.4%
FTA
44
Financial & Tax Architects
Missouri
$10.1M +$145K +1,760 +1%
LAM
45
Lifestyle Asset Management
Texas
$9.5M +$963K +11,649 +11%
ANTB
46
AMG National Trust Bank
Colorado
$9.43M -$746K -9,025 -7%
ML
47
McAdam LLC
Pennsylvania
$9.16M +$320K +3,868 +4%
KWM
48
Kingsview Wealth Management
Oregon
$9.16M -$41.8K -506 -0.5%
NAM
49
NTV Asset Management
West Virginia
$8.91M -$145K -1,750 -2%
Nomura Asset Management
50
Nomura Asset Management
Japan
$8.74M – – –
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