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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 %
OWA
126
Octavia Wealth Advisors
Ohio
$1.74M -$20.9K -273 -1%
ORC
127
O'Rourke & Company
Massachusetts
$1.71M +$105K +1,376 +7%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$1.69M -$689K -8,995 -29%
Jones Financial Companies
129
Jones Financial Companies
Missouri
$1.65M +$535K +6,959 +48%
PP
130
Prudential plc
United Kingdom
$1.63M +$143K +1,870 +10%
OFS
131
OneAscent Financial Services
Alabama
$1.63M -$184K -2,405 -10%
SW
132
SkyOak Wealth
Michigan
$1.61M -$23K -300 -1%
RSS
133
Rosenblum Silverman Sutton
California
$1.55M -$35.6K -465 -2%
AI
134
AXS Investments
New York
$1.52M +$41.4K +540 +3%
MCM
135
MAI Capital Management
Ohio
$1.51M – – –
JWBC
136
J.W. Burns & Co
New York
$1.51M -$11.5K -150 -0.8%
EWA
137
EP Wealth Advisors
California
$1.5M +$77 +1 +0%
CFO
138
CVA Family Office
Colorado
$1.48M +$1.46K +19 +0.1%
Focus Partners Wealth
139
Focus Partners Wealth
Massachusetts
$1.48M -$71K -927 -5%
SBWIC
140
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.47M -$76.6K -1,000 -5%
CCT
141
Capital City Trust
Florida
$1.46M – – –
CCFM
142
Clear Creek Financial Management
Washington
$1.44M -$275K -3,592 -16%
MOS
143
MGO One Seven
Ohio
$1.43M -$32.3K -422 -2%
SFP
144
Strategic Financial Partners
Oregon
$1.42M +$836K +10,915 +143%
BCM
145
Brookstone Capital Management
Illinois
$1.42M -$108K -1,407 -7%
WTC
146
WhitTier Trust Company
Nevada
$1.41M -$76.6K -1,000 -5%
IP
147
Ignite Planners
California
$1.4M -$1.56M -20,072 -53%
RL
148
Retireful LLC
Michigan
$1.39M +$1.39M +18,049 New
NEPWA
149
New England Private Wealth Advisors
Massachusetts
$1.3M +$1.07K +14 +0.1%
TI
150
Tidal Investments
Wisconsin
$1.28M -$133K -1,734 -9%
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