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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
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 %
MPPLM
151
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.27M +$161K +2,101 +15%
ATI
152
ARK & TLK Investments
Oklahoma
$1.26M – – –
AFS
153
AFG Fiduciary Services
Massachusetts
$1.25M +$2.84K +38 +0.2%
Citadel Advisors
154
Citadel Advisors
Florida
$1.23M -$573K -7,476 -32%
CWM
155
Congress Wealth Management
Massachusetts
$1.21M +$429K +5,528 +55%
TPW
156
Talon Private Wealth
Florida
$1.19M -$244K -3,182 -17%
CWM
157
Cordatus Wealth Management
Pennsylvania
$1.14M +$630K +8,221 +124%
KIA
158
Kraematon Investment Advisors
Massachusetts
$1.09M -$143K -1,868 -12%
WIA
159
World Investment Advisors
California
$1.08M -$14.3K -186 -1%
CRC
160
Curi RMB Capital
Illinois
$1.07M +$324K +4,233 +43%
LFASL
161
Lugano Financial Advisors SA (LFA)
Switzerland
$1.07M – – –
PWP
162
Pursue Wealth Partners
California
$1.03M – – –
PG
163
Patten Group
Tennessee
$1.01M -$95K -1,240 -9%
FF
164
Farrell Financial
New York
$1M +$34.9K +456 +4%
LMKC
165
L.M. Kohn & Company
Ohio
$996K -$4.14K -54 -0.4%
AF
166
Apexium Financial
Texas
$969K -$4.14K -54 -0.4%
Mariner
167
Mariner
Kansas
$961K -$2.17M -28,378 -69%
NJIM
168
Nabity-Jensen Investment Management
Nebraska
$957K – – –
KWA
169
Kingswood Wealth Advisors
California
$949K -$506K -6,595 -35%
IWC
170
Integrated Wealth Concepts
Massachusetts
$947K -$149K -1,946 -14%
BFS
171
BridgePort Financial Solutions
Iowa
$946K +$6.67K +87 +0.7%
CW
172
CreativeOne Wealth
Kansas
$934K -$659K -8,603 -41%
HGWM
173
Horst & Graben Wealth Management
Oregon
$910K +$87.9K +1,147 +11%
TW
174
Towerpoint Wealth
California
$898K -$418K -5,461 -32%
OAM
175
Occidental Asset Management
California
$898K -$112K -1,460 -11%
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