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State Street SPDR Bloomberg Convertible Securities ETF

463 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, 125 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:

0.63% more ownership

Funds ownership: 66.29%66.92% (+0.63%)

32% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 184

90% less call options, than puts

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

Holders
463
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
CMMS
226
Comprehensive Money Management Services
Florida
$641K
CAI
227
Capital Advisors Inc
Oklahoma
$632K
SFP
228
Strategic Financial Partners
Oregon
$628K
FBB
229
Fulton Breakefield Broenniman
Maryland
$620K
TW
230
Trajan Wealth
Arizona
$611K
DADC
231
D.A. Davidson & Co
Montana
$603K
WMR
232
Wealth Management Resources
Rhode Island
$598K
HWM
233
HB Wealth Management
Georgia
$590K
PFP
234
Pinnacle Financial Partners
Tennessee
$584K
CWM
235
Connecticut Wealth Management
Connecticut
$578K
Cerity Partners
236
Cerity Partners
New York
$577K
TCA
237
Trifecta Capital Advisors
Illinois
$565K
LCWP
238
Legacy Capital Wealth Partners
Arkansas
$563K
Fidelity Investments
239
Fidelity Investments
Massachusetts
$554K
TSS
240
Two Sigma Securities
New York
$543K
HPC
241
Hobart Private Capital
North Carolina
$542K
SCG
242
Sonata Capital Group
Washington
$540K
KA
243
Kovack Advisors
Florida
$518K
CPL
244
CAP Partners LLC
Tennessee
$517K
SCA
245
Snowden Capital Advisors
New York
$505K
BRWM
246
Blue Rock Wealth Management
North Carolina
$499K
FIA
247
Foundations Investment Advisors
Arizona
$499K
GRP
248
Global Retirement Partners
California
$478K
LWM
249
LongView Wealth Management
Georgia
$472K
EFL
250
ERn Financial LLC
Wisconsin
$463K