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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.

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
1
Goodman Advisory Group
Massachusetts
$41.2M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$17.4M
3
LPL Financial
3
LPL Financial
California
$117M
4
Capstone Investment Advisors
4
Capstone Investment Advisors
New York
$10.8M
5
Wells Fargo
5
Wells Fargo
California
$110M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$37.7M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$17.6M
3
QC
3
Quadrature Capital
United Kingdom
$3.96M
4
Deutsche Bank
4
Deutsche Bank
Germany
$34.9M
5
HNB
5
Huntington National Bank
Ohio
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ETC
126
Exchange Traded Concepts
Oklahoma
$1.92M +$1.92M +23,271 New
TCMP
127
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.88M +$1.88M +22,782 New
Northern Trust
128
Northern Trust
Illinois
$1.87M -$14.1K -170 -0.7%
OWA
129
Octavia Wealth Advisors
Ohio
$1.85M -$23K -278 -1%
ORC
130
O'Rourke & Company
Massachusetts
$1.85M +$1.57K +19 +0.1%
FA
131
Flagstar Advisors
New York
$1.84M -$106K -1,278 -5%
AA
132
Advisory Alpha
Michigan
$1.76M -$123K -1,484 -7%
PP
133
Prudential plc
United Kingdom
$1.74M -$21.5K -260 -1%
SW
134
SkyOak Wealth
Michigan
$1.74M – – –
RSS
135
Rosenblum Silverman Sutton
California
$1.65M -$20.3K -245 -1%
MCM
136
MAI Capital Management
Ohio
$1.62M -$13.6K -165 -0.8%
EWA
137
EP Wealth Advisors
California
$1.62M -$2.31K -28 -0.1%
CFO
138
CVA Family Office
Colorado
$1.59M -$1.65K -20 -0.1%
JWBC
139
J.W. Burns & Co
New York
$1.59M -$45.7K -553 -3%
RL
140
Retireful LLC
Michigan
$1.58M +$89.4K +1,081 +6%
Focus Partners Wealth
141
Focus Partners Wealth
Massachusetts
$1.58M -$16.8K -203 -1%
CCT
142
Capital City Trust
Florida
$1.57M – – –
MOS
143
MGO One Seven
Ohio
$1.57M +$27.5K +333 +2%
IP
144
Ignite Planners
California
$1.56M +$27.9K +328 +2%
SBWIC
145
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.55M -$37.2K -450 -2%
AFS
146
AFG Fiduciary Services
Massachusetts
$1.54M +$162K +1,969 +12%
WTC
147
WhitTier Trust Company
Nevada
$1.52M – – –
TI
148
Tidal Investments
Wisconsin
$1.52M +$138K +1,671 +10%
CWM
149
Cordatus Wealth Management
Pennsylvania
$1.5M +$277K +3,349 +23%
Mercer Global Advisors
150
Mercer Global Advisors
Colorado
$1.5M -$325K -3,928 -18%
4 5
6
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