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State Street SPDR Bloomberg Convertible Securities ETF

462 hedge funds and large institutions have $2.63B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 124 increasing their positions, 184 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.62% more ownership

Funds ownership: 66.23%66.85% (+0.62%)

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 184

90% less call options, than puts

Call options by funds: $645K | Put options by funds: $6.33M

Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$645K
Puts
$6.33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAI
226
Capital Advisors Inc
Oklahoma
$632K
SFP
227
Strategic Financial Partners
Oregon
$628K
FBB
228
Fulton Breakefield Broenniman
Maryland
$620K
TW
229
Trajan Wealth
Arizona
$611K
DADC
230
D.A. Davidson & Co
Montana
$603K
WMR
231
Wealth Management Resources
Rhode Island
$598K
HWM
232
HB Wealth Management
Georgia
$590K
PFP
233
Pinnacle Financial Partners
Tennessee
$584K
CWM
234
Connecticut Wealth Management
Connecticut
$578K
Cerity Partners
235
Cerity Partners
New York
$577K
TCA
236
Trifecta Capital Advisors
Illinois
$565K
LCWP
237
Legacy Capital Wealth Partners
Arkansas
$563K
Fidelity Investments
238
Fidelity Investments
Massachusetts
$554K
TSS
239
Two Sigma Securities
New York
$543K
HPC
240
Hobart Private Capital
North Carolina
$542K
SCG
241
Sonata Capital Group
Washington
$540K
KA
242
Kovack Advisors
Florida
$518K
CPL
243
CAP Partners LLC
Tennessee
$517K
SCA
244
Snowden Capital Advisors
New York
$505K
BRWM
245
Blue Rock Wealth Management
North Carolina
$499K
FIA
246
Foundations Investment Advisors
Arizona
$499K
GRP
247
Global Retirement Partners
California
$478K
LWM
248
LongView Wealth Management
Georgia
$472K
EFL
249
ERn Financial LLC
Wisconsin
$463K
RW
250
RVW Wealth
California
$456K