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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 Holding Trade Value Shares
Change 		Shares
Change %
PIA
101
Powell Investment Advisors
Florida
$2.35M +$253K +3,300 +12%
CAPTRUST Financial Advisors
102
CAPTRUST Financial Advisors
North Carolina
$2.35M -$312K -4,068 -12%
AWA
103
Aletheian Wealth Advisors
Washington
$2.34M +$28.7K +375 +1%
PS
104
Principal Securities
Iowa
$2.31M +$64.1K +823 +3%
EAMA
105
EFG Asset Management (Americas)
Florida
$2.3M +$19.6K +256 +0.9%
FNC
106
First National Corp
Massachusetts
$2.3M +$30K +391 +1%
IA
107
IFP Advisors
Florida
$2.28M +$503K +6,562 +28%
JWCA
108
J.W. Cole Advisors
Florida
$2.22M +$1.47M +19,182 +196%
EH
109
Equitable Holdings
New York
$2.2M +$135K +1,768 +7%
IRC
110
Investors Research Corp
Georgia
$2.17M -$13.6K -178 -0.6%
KAS
111
Kestra Advisory Services
Texas
$2.16M -$419K -5,473 -16%
AWM
112
AE Wealth Management
Kansas
$2.15M +$716K +9,340 +50%
Corient Private Wealth
113
Corient Private Wealth
Florida
$2.09M +$368K +4,807 +21%
HAG
114
HF Advisory Group
Maryland
$2.08M +$60.1K +784 +3%
HPM
115
Hudson Portfolio Management
New York
$2.06M -$35.6K -465 -2%
EAM
116
Everstar Asset Management
North Carolina
$2.04M -$161K -2,100 -7%
SFS
117
Sowell Financial Services
Arkansas
$2.03M -$40.3K -526 -2%
MBT
118
Montecito Bank & Trust
California
$1.88M -$132K -1,722 -7%
DI
119
Disciplined Investments
Oklahoma
$1.87M +$172K +2,249 +10%
HWM
120
Howard Wealth Management
Connecticut
$1.81M -$18.2K -237 -1%
FA
121
Flagstar Advisors
New York
$1.8M -$34.6K -451 -2%
Squarepoint
122
Squarepoint
New York
$1.78M +$85.6K +1,117 +5%
AA
123
Advisory Alpha
Michigan
$1.75M -$162K -2,111 -8%
Northern Trust
124
Northern Trust
Illinois
$1.75M -$98K -1,279 -5%
PAG
125
Private Advisory Group
Washington
$1.75M -$11.7K -153 -0.7%
3 4
5
6 7