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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.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
–
Holders Change %
0%
% of All Funds
6.11%
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
Goodman Advisory Group
Massachusetts
+$41.2M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$17.4M
3
LPL Financial
LPL Financial
California
+$11M
4
Capstone Investment Advisors
Capstone Investment Advisors
New York
+$10.8M
5
Wells Fargo
Wells Fargo
California
+$9.67M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$73.6M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$30.3M
3
QC
Quadrature Capital
United Kingdom
-$18.7M
4
Deutsche Bank
Deutsche Bank
Germany
-$17.8M
5
HNB
Huntington National Bank
Ohio
-$9.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
151
New England Private Wealth Advisors
Massachusetts
$1.47M +$30.6K +361 +2%
PAG
152
Private Advisory Group
Washington
$1.45M -$438K -5,294 -23%
AC
153
Aristides Capital
Kentucky
$1.43M +$824K +9,968 +135%
Mariner
154
Mariner
Kansas
$1.38M +$342K +4,140 +33%
ATI
155
ARK & TLK Investments
Oklahoma
$1.36M – – –
BCM
156
BlueCrest Capital Management
Jersey
$1.36M +$1.36M +16,444 New
CCFM
157
Clear Creek Financial Management
Washington
$1.34M -$212K -2,569 -14%
TPW
158
Talon Private Wealth
Florida
$1.28M -$909 -11 -0.1%
CWM
159
Congress Wealth Management
Massachusetts
$1.28M +$496 +6 +0%
BCM
160
Brookstone Capital Management
Illinois
$1.27M -$262K -3,170 -17%
CRC
161
Curi RMB Capital
Illinois
$1.18M +$20.4K +247 +2%
LFASL
162
Lugano Financial Advisors SA (LFA)
Switzerland
$1.15M – – –
KIA
163
Kraematon Investment Advisors
Massachusetts
$1.15M -$27.4K -332 -2%
OFS
164
OneAscent Financial Services
Alabama
$1.14M -$619K -7,497 -35%
PWP
165
Pursue Wealth Partners
California
$1.11M – – –
FF
166
Farrell Financial
New York
$1.1M +$13.1K +159 +1%
AWM
167
AE Wealth Management
Kansas
$1.09M -$1.23M -14,917 -53%
LMKC
168
L.M. Kohn & Company
Ohio
$1.07M – – –
PG
169
Patten Group
Tennessee
$1.04M -$52.9K -640 -5%
NJIM
170
Nabity-Jensen Investment Management
Nebraska
$1.03M – – –
KWA
171
Kingswood Wealth Advisors
California
$1.03M +$5.29K +64 +0.5%
AF
172
Apexium Financial
Texas
$1.03M -$17.8K -215 -2%
WIA
173
World Investment Advisors
California
$1.01M -$157K -1,894 -13%
HA
174
Herold Advisors
New York
$972K +$8.93K +108 +0.9%
OAM
175
Occidental Asset Management
California
$969K – – –
5 6
7
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