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State Street SPDR Bloomberg Convertible Securities ETF

467 hedge funds and large institutions have $2.63B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 126 increasing their positions, 185 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

3% more capital invested

Capital invested by funds: $2.55B → $2.63B (+$86.8M)

1% more funds holding

Funds holding: 463467 (+4)

0.68% more ownership

Funds ownership: 66.33%67% (+0.68%)

32% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 185

90% less call options, than puts

Call options by funds: $645K | Put options by funds: $6.33M

Holders
467
Holders Change
+4
Holders Change %
+0.86%
% of All Funds
6.15%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.25%
New
47
Increased
126
Reduced
185
Closed
37
Calls
$645K
Puts
$6.33M
Net Calls
-$5.69M
Net Calls Change
+$60.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
51
Nomura Asset Management
Japan
$8.74M
AFS
52
Anderson Financial Strategies
Ohio
$8.16M -$307K -3,906 -4%
MML Investors Services
53
MML Investors Services
Massachusetts
$7.83M -$327K -4,161 -4%
WCM
54
Windsor Capital Management
Arizona
$7.76M -$215K -2,734 -3%
SPIA
55
Steward Partners Investment Advisory
New York
$7.58M +$54.6K +695 +0.8%
PBF
56
Petix & Botte Financial
California
$7.42M -$438K -5,576 -6%
EC
57
Elequin Capital
New York
$7.15M +$6.79M +86,501 New
HI
58
Horizon Investments
North Carolina
$6.99M +$6.66M +84,810 New
Renaissance Technologies
59
Renaissance Technologies
New York
$6.54M -$2.58M -32,900 -29%
RWP
60
RWA Wealth Partners
Massachusetts
$6.25M +$5.64M +71,879 +1,917%
FB
61
Finward Bancorp
Indiana
$6.22M -$71K -904 -1%
AGA
62
Arkos Global Advisors
Texas
$6.11M +$17.2K +219 +0.3%
BFG
63
Baron Financial Group
New Jersey
$6.09M -$86.4K -1,100 -1%
SW
64
Simplicity Wealth
New Jersey
$6.02M +$3.1M +39,424 +118%
Prudential Financial
65
Prudential Financial
New Jersey
$5.92M -$310K -3,954 -5%
AF
66
Allworth Financial
California
$5.54M -$201K -2,563 -4%
PAG
67
Private Advisor Group
New Jersey
$5.46M -$200K -2,551 -4%
HH
68
Hilltop Holdings
Texas
$5.34M -$120K -1,525 -2%
Creative Planning
69
Creative Planning
Kansas
$5.31M -$3.6M -45,795 -42%
BRWA
70
B. Riley Wealth Advisors
Florida
$5.26M +$5M +63,633 New
HCM
71
HMS Capital Management
Tennessee
$4.82M +$1.72M +21,891 +60%
SIAP
72
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.55M +$6.99K +89 +0.2%
HighTower Advisors
73
HighTower Advisors
Illinois
$4.5M +$182K +2,313 +4%
DJYG
74
David J. Yvars Group
Florida
$4.49M -$160K -2,038 -4%
RAM
75
Riggs Asset Management
Pennsylvania
$4.48M -$317K -4,039 -7%

CWB Hedge Fund Activity: Q2 2025 in Review

467 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) for Q2 2025, worth a combined $2.63B — up 3.4% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new CWB positions and 37 closed out — a net gain of 10 holders — while 126 added to existing stakes and 185 trimmed.

The largest buyer was Goodman Advisory Group, opening a new position worth an estimated $39.1M. The largest seller was Ameriprise, cutting an estimated $69.9M.

  • 467 institutional investors held State Street SPDR Bloomberg Convertible Securities ETF (CWB) as of Q2 2025, up from 463 in Q1 2025.
  • Funds reported $2.63B of State Street SPDR Bloomberg Convertible Securities ETF stock for Q2 2025, up 3.4% quarter-over-quarter.
  • 47 funds opened new State Street SPDR Bloomberg Convertible Securities ETF positions in Q2 2025 and 37 closed out, a net change of +10 holders.
  • The largest State Street SPDR Bloomberg Convertible Securities ETF buyer in Q2 2025 was Goodman Advisory Group, an estimated $39.1M added.
  • The largest State Street SPDR Bloomberg Convertible Securities ETF seller in Q2 2025 was Ameriprise, an estimated $69.9M sold.

Based on aggregated 13F filings for Q2 2025.