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SPDR Bloomberg Convertible Securities ETF
CWB

Overview Fund Activity

454 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 123 increasing their positions, 180 reducing their positions, and 36 closing their positions.

Holders
454
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.09%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
45
Increased
123
Reduced
180
Closed
36
Calls
$339K
Puts
$223K
Net Calls
+$116K
Net Calls Change
+$66.4M

Top Buyers

1
GAG
1
Goodman Advisory Group
Massachusetts
$41.2M
2
LPL Financial
2
LPL Financial
California
$117M
3
Capstone Investment Advisors
3
Capstone Investment Advisors
New York
$10.8M
4
Wells Fargo
4
Wells Fargo
California
$110M
5
EC
5
Elequin Capital
New York
$7.15M

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 Market Value Shares Shares
Change 		Shares
Change %
NEPWA
151
New England Private Wealth Advisors
Massachusetts
$1.47M 17,264 +361 +2%
PAG
152
Private Advisory Group
Washington
$1.45M 17,497 -5,294 -23%
AC
153
Aristides Capital
Kentucky
$1.43M 17,336 +9,968 +135%
Mariner
154
Mariner
Kansas
$1.38M 16,685 +4,140 +33%
ATI
155
ARK & TLK Investments
Oklahoma
$1.36M 16,480 – –
BCM
156
BlueCrest Capital Management
Jersey
$1.36M 16,444 +16,444 New
CCFM
157
Clear Creek Financial Management
Washington
$1.34M 16,204 -2,569 -14%
TPW
158
Talon Private Wealth
Florida
$1.28M 15,542 -11 -0.1%
CWM
159
Congress Wealth Management
Massachusetts
$1.28M 15,534 +6 +0%
BCM
160
Brookstone Capital Management
Illinois
$1.27M 15,324 -3,170 -17%
CRC
161
Curi RMB Capital
Illinois
$1.18M 14,273 +247 +2%
LFASL
162
Lugano Financial Advisors SA (LFA)
Switzerland
$1.15M 13,981 – –
KIA
163
Kraematon Investment Advisors
Massachusetts
$1.15M 13,878 -332 -2%
OFS
164
OneAscent Financial Services
Alabama
$1.14M 13,748 -7,497 -35%
PWP
165
Pursue Wealth Partners
California
$1.11M 13,400 – –
FF
166
Farrell Financial
New York
$1.1M 13,252 +159 +1%
AWM
167
AE Wealth Management
Kansas
$1.09M 13,175 -14,917 -53%
LMKC
168
L.M. Kohn & Company
Ohio
$1.07M 13,002 – –
PG
169
Patten Group
Tennessee
$1.04M 12,582 -640 -5%
NJIM
170
Nabity-Jensen Investment Management
Nebraska
$1.03M 12,488 – –
KWA
171
Kingswood Wealth Advisors
California
$1.03M 12,433 +64 +0.5%
AF
172
Apexium Financial
Texas
$1.03M 12,429 -215 -2%
WIA
173
World Investment Advisors
California
$1.01M 12,172 -1,894 -13%
HA
174
Herold Advisors
New York
$972K 11,758 +108 +0.9%
OAM
175
Occidental Asset Management
California
$969K 11,724 – –
5 6
7
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