Who Owns SPDR Bloomberg Convertible Securities ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in SPDR Bloomberg Convertible Securities ETF.
Who crossed 5% of CWB →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Paladin Partners, LLCETF90.7K shadded | $9.2M |
| Baron Financial Group, LLCST STR CONV ETF71.1K shtrimmed | $7.2M |
| David J Yvars GroupST STR CONV ETF69.1K shadded | $7M |
| HF Advisory Group, LLCST STR CONV ETF36.3K shadded | $3.7M |
| Aletheian Wealth Advisors LLCST STR CONV ETF35.6K shadded | $3.6M |
| Farther Finance Advisors, LLCETF23.1K shadded | $2.3M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIETF18.7K shheld | $1.9M |
| Worth Asset Management, LLCETF14.3K shtrimmed | $1.4M |
| GILPIN WEALTH MANAGEMENT, LLCST STR CONV ETF13.9K shtrimmed | $1.4M |
| Insight Wealth Strategies, LLCST STR CONV ETF11.6K shadded | $1.2M |
| Investors Research CorpST STR CONV ETF11.5K shtrimmed | $1.2M |
| Lee, Kelleher & Klein Wealth ManagementST STR CONV ETF9.5K shheld | $961.2K |
| ROCKLAND TRUST COST STR CONV ETF9.1K shheld | $919.7K |
| Retireful, LLCST STR CONV ETF7.5K shadded | $762K |
| RVW Wealth, LLCBBG CONV SEC ETF5.5K shheld | $557.7K |
| First Heartland Consultants, Inc.BBG CONV SEC ETF3.8K shtrimmed | $383.9K |
| Galvin, Gaustad & Stein, LLCST STR CONV ETF3.5K shtrimmed | $357.7K |
| Breakwater Capital GroupST STR CONV ETF3.2K shtrimmed | $324.4K |
| CoreCap Advisors, LLCETF3.2K shtrimmed | $321.8K |
| Avidian Wealth Enterprises, LLCST STR CONV ETF2.3K shtrimmed | $234.6K |
| GK Wealth Management LLCST STR CONV ETF1.5K sh— | $152.6K |
| EASTERN BANKST STR CONV ETF1.5K shheld | $151.8K |
| Bullock Wealth Management GroupETF949 shtrimmed | $95.9K |
| FIRST COMMUNITY TRUST NAST STR CONV ETF813 sh— | $82.3K |
| TOMPKINS FINANCIAL CORPST STR CONV ETF658 shheld | $66.6K |
| AMERICAN NATIONAL BANK & TRUSTSTATE STREET SPD645 shheld | $65.3K |
| Wealth Enhancement Trust Services, Inc.ST STR CONV ETF492 shtrimmed | $49.8K |
| GAMMA Investing LLCETF221 sh— | $22.4K |
| Grove Bank & TrustST STR CONV ETF49 shtrimmed | $5K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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