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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 %
FMWA
501
Forvis Mazars Wealth Advisors
Missouri
– -$427K -5,476 Closed
NL
502
NVWM LLC
Pennsylvania
– -$411K -5,278 Closed
CWM
503
Calamos Wealth Management
Illinois
– -$393K -5,044 Closed
WAM
504
Worth Asset Management
Texas
– -$365K -4,691 Closed
DWM
505
Diversify Wealth Management
Utah
– -$360K -4,629 Closed
Susquehanna International Group
506
Susquehanna International Group
Pennsylvania
– -$345K -4,435 Closed
PCS
507
Personal CFO Solutions
New Jersey
– -$329K -4,225 Closed
OAM
508
Oppenheimer Asset Management
New York
– -$315K -4,043 Closed
Millennium Management
509
Millennium Management
New York
– -$314K -4,033 Closed
VPP
510
Vertex Planning Partners
Illinois
– -$258K -3,309 Closed
APW
511
Aurora Private Wealth
New Jersey
– -$253K -3,252 Closed
CP
512
Castleview Partners
Texas
– -$246K -3,152 Closed
IA
513
Integrity Alliance
Iowa
– -$237K -3,048 Closed
Bank of New York Mellon
514
Bank of New York Mellon
New York
– -$236K -3,025 Closed
GWM
515
GK Wealth Management
Nevada
– -$224K -2,872 Closed
CCA
516
Cooper Capital Advisors
California
– -$219K -2,809 Closed
EC
517
Elequin Capital
New York
– -$218K -2,804 Closed
SW
518
SlateStone Wealth
Florida
– -$206K -2,646 Closed
SAM
519
Strategy Asset Managers
California
– -$204K -2,623 Closed
KP
520
Keel Point
Alabama
– -$202K -2,592 Closed
NA
521
Navellier & Associates
Nevada
– -$201K -2,578 Closed
CFGS
522
Concourse Financial Group Securities
Alabama
– -$146K -1,819 Closed
TCOV
523
Trust Company of Vermont
Vermont
– -$122K -1,560 Closed
WT
524
Washington Trust
Rhode Island
– -$94.3K -1,211 Closed
PSFG
525
Park Square Financial Group
Georgia
– -$86.5K -1,111 Closed
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