CWB icon

SPDR Bloomberg Convertible Securities ETF

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
6.12%
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
Name Holding Trade Value Shares
Change
Shares
Change %
FBB
226
Fulton Breakefield Broenniman
Maryland
$620K -$72.6K -878 -10%
TW
227
Trajan Wealth
Arizona
$611K +$59.9K +725 +11%
DADC
228
D.A. Davidson & Co
Montana
$603K
WMR
229
Wealth Management Resources
Rhode Island
$598K -$44.1K -534 -7%
HWM
230
HB Wealth Management
Georgia
$590K -$241K -2,918 -29%
CWM
231
Connecticut Wealth Management
Connecticut
$578K -$8.68K -105 -1%
Cerity Partners
232
Cerity Partners
New York
$577K +$3.97K +48 +0.7%
TCA
233
Trifecta Capital Advisors
Illinois
$565K
LCWP
234
Legacy Capital Wealth Partners
Arkansas
$563K -$36.2K -438 -6%
Fidelity Investments
235
Fidelity Investments
Massachusetts
$554K +$175K +2,114 +46%
TSS
236
Two Sigma Securities
New York
$543K +$543K +6,567 New
HPC
237
Hobart Private Capital
North Carolina
$542K -$180K -2,180 -25%
SCG
238
Sonata Capital Group
Washington
$540K
KA
239
Kovack Advisors
Florida
$518K +$331 +4 +0.1%
CPL
240
CAP Partners LLC
Tennessee
$517K -$48.9K -592 -9%
SCA
241
Snowden Capital Advisors
New York
$505K
FIA
242
Foundations Investment Advisors
Arizona
$499K -$243K -2,936 -33%
GRP
243
Global Retirement Partners
California
$478K +$478K +5,784 New
LWM
244
LongView Wealth Management
Georgia
$472K +$1.74K +21 +0.4%
EFL
245
ERn Financial LLC
Wisconsin
$463K +$496 +6 +0.1%
RW
246
RVW Wealth
California
$456K
KeyBank National Association
247
KeyBank National Association
Ohio
$455K
SWP
248
Sagespring Wealth Partners
Tennessee
$454K +$2.89K +35 +0.6%
SWP
249
Stratos Wealth Partners
Ohio
$453K -$14.3K -173 -3%
MCM
250
MV Capital Management
Maryland
$446K