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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.

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
1
Ameriprise
Minnesota
$103M
2
QC
2
Quadrature Capital
United Kingdom
$21M
3
Bank of America
3
Bank of America
North Carolina
$202M
4
Wells Fargo
4
Wells Fargo
California
$92.9M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44.8M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$798K
2
OPAM
2
Ocean Park Asset Management
California
$0
3
GM
3
GeoWealth Management
Illinois
$92K
4
SIA
4
Strategic Investment Advisors
Michigan
$0
5
GAG
5
Goodman Advisory Group
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
76
Rockefeller Capital Management
New York
$4.29M 55,950 +1 +0%
SIAP
77
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.21M 54,956 +715 +1%
HighTower Advisors
78
HighTower Advisors
Illinois
$3.99M 52,075 +1,192 +2%
SCM
79
Sage Capital Management
New Jersey
$3.95M 51,596 +115 +0.2%
CPIG
80
Chicago Partners Investment Group
Illinois
$3.64M 46,592 -301 -0.6%
B
81
Barings
North Carolina
$3.62M 47,196 +47,196 New
OAS
82
Optivise Advisory Services
Tennessee
$3.61M 47,168 -26,044 -36%
WB
83
WesBanco Bank
West Virginia
$3.57M 46,556 +125 +0.3%
Citigroup
84
Citigroup
New York
$3.43M 44,788 +1,987 +5%
JFG
85
Jefferies Financial Group
New York
$3.29M 42,982 – –
PFS
86
Prospera Financial Services
Texas
$3.29M 42,972 -25,912 -38%
CL
87
CIM LLC
New York
$3.29M 42,918 +423 +1%
Thrivent Financial for Lutherans
88
Thrivent Financial for Lutherans
Minnesota
$3.1M 38,762 – –
Kovitz Investment Group Partners
89
Kovitz Investment Group Partners
Illinois
$3.06M 39,925 -5,813 -13%
TA
90
TFG Advisers
Michigan
$3.02M 39,414 -1,681 -4%
AI
91
Atria Investments
North Carolina
$2.92M 38,153 -37,456 -50%
MLM
92
Mount Lucas Management
Pennsylvania
$2.65M 34,529 +627 +2%
HCM
93
HMS Capital Management
Tennessee
$2.63M 36,367 +36,367 New
WA
94
Waverly Advisors
Alabama
$2.63M 34,285 -393 -1%
SW
95
Simplicity Wealth
New Jersey
$2.56M 33,420 +33,420 New
William Blair & Company
96
William Blair & Company
Illinois
$2.55M 33,288 +411 +1%
FFN
97
Focus Financial Network
Minnesota
$2.54M 33,153 +38 +0.1%
Fidelity International
98
Fidelity International
Bermuda
$2.47M 32,274 +15,383 +91%
FWA
99
FOCUS Wealth Advisors
Texas
$2.38M 31,112 -788 -2%
CWS
100
Confluence Wealth Services
Pennsylvania
$2.37M 31,257 +16,122 +107%
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4
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