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SPDR Bloomberg Convertible Securities ETF

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
251
Private Trust Company
Ohio
$435K +$119K +1,558 +38%
LWM
252
LongView Wealth Management
Georgia
$432K -$36.9K -482 -8%
ONST
253
Old North State Trust
North Carolina
$427K -$705K -9,205 -62%
KeyBank National Association
254
KeyBank National Association
Ohio
$421K +$21.7K +283 +5%
FMWA
255
Forvis Mazars Wealth Advisors
Missouri
$419K
RW
256
RVW Wealth
California
$419K -$2.45K -32 -0.6%
GEA
257
Glen Eagle Advisors
New Jersey
$417K
OPA
258
Old Port Advisors
Maine
$417K -$13.9K -182 -3%
EFL
259
ERn Financial LLC
Wisconsin
$416K +$306 +4 +0.1%
MC
260
Moors & Cabot
Massachusetts
$412K -$2.3K -30 -0.6%
DWM
261
Diversify Wealth Management
Utah
$404K +$404K +5,243 New
GA
262
Geller Advisors
New York
$398K -$3.29K -43 -0.8%
CAC
263
Certified Advisory Corp
Florida
$397K -$36.9K -482 -9%
DA
264
Detalus Advisors
Missouri
$396K +$115K +1,501 +41%
FA
265
Faithward Advisors
Pennsylvania
$395K +$153 +2 +0%
DWAM
266
Duncan Williams Asset Management
Tennessee
$395K +$395K +5,160 New
Qube Research & Technologies (QRT)
267
Qube Research & Technologies (QRT)
United Kingdom
$389K +$283K +3,690 +265%
BIA
268
Bigelow Investment Advisors
Maine
$387K -$28.7K -375 -7%
CA
269
CoreCap Advisors
Michigan
$385K +$4.37K +57 +1%
TPW
270
Talon Private Wealth
Florida
$381K +$381K +4,972 New
AA
271
AlphaCentric Advisors
Puerto Rico
$370K -$6.97K -91 -2%
BOS
272
Bank of Stockton
California
$360K
HWAM
273
Hennion & Walsh Asset Management
New Jersey
$354K -$113K -1,480 -24%
Fidelity Investments
274
Fidelity Investments
Massachusetts
$351K +$19.7K +257 +6%
GFL
275
Granite FO LLC
New Hampshire
$349K