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SPDR Bloomberg Convertible Securities ETF

456 hedge funds and large institutions have $2.53B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-54
Holders Change %
-10.59%
% of All Funds
6.2%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
40
Increased
134
Reduced
175
Closed
81
Calls
$230K
Puts
$66.5M
Net Calls
-$66.3M
Net Calls Change
-$66.2M
Name Holding Trade Value Shares
Change
Shares
Change %
WAM
251
WFA Asset Management
Wisconsin
$422K -$6.94K -95 -2%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$421K +$421K +5,501 New
KeyBank National Association
253
KeyBank National Association
Ohio
$421K
SWP
254
Sagespring Wealth Partners
Tennessee
$418K -$129K -1,684 -24%
GEA
255
Glen Eagle Advisors
New Jersey
$415K -$1.15K -15 -0.3%
MCM
256
MV Capital Management
Maryland
$414K -$85K -1,110 -17%
FA
257
Faithward Advisors
Pennsylvania
$396K +$153 +2 +0%
GAA
258
Guardian Asset Advisors
Pennsylvania
$393K +$60.8K +793 +18%
OPA
259
Old Port Advisors
Maine
$393K -$10.7K -139 -3%
CST
260
Charles Schwab Trust
Nevada
$391K -$45.2K -590 -10%
DWAM
261
Duncan Williams Asset Management
Tennessee
$376K -$19.2K -251 -5%
CAC
262
Certified Advisory Corp
Florida
$371K -$22.5K -294 -6%
IC
263
IEQ Capital
California
$368K +$368K +4,805 New
AWE
264
Avidian Wealth Enterprises
Texas
$367K +$53.6K +700 +17%
BOS
265
Bank of Stockton
California
$360K
HWAM
266
Hennion & Walsh Asset Management
New Jersey
$359K -$25.7K -335 -7%
Fidelity Investments
267
Fidelity Investments
Massachusetts
$351K +$13.9K +181 +4%
MC
268
Moors & Cabot
Massachusetts
$351K
GFL
269
Granite FO LLC
New Hampshire
$349K
BIA
270
Bigelow Investment Advisors
Maine
$345K -$4.83K -63 -1%
CIBC Private Wealth Group
271
CIBC Private Wealth Group
Georgia
$345K +$13.2K +183 +4%
GTAM
272
Global Trust Asset Management
Florida
$345K
MIA
273
MeadowBrook Investment Advisors
Michigan
$342K
TWC
274
TD Waterhouse Canada
Ontario, Canada
$335K
PCIA
275
Prime Capital Investment Advisors
Kansas
$331K -$3.75K -49 -1%