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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
RW
251
RVW Wealth
California
$456K
KeyBank National Association
252
KeyBank National Association
Ohio
$455K
SWP
253
Sagespring Wealth Partners
Tennessee
$454K
SWP
254
Stratos Wealth Partners
Ohio
$453K
MCM
255
MV Capital Management
Maryland
$446K
GEA
256
Glen Eagle Advisors
New Jersey
$438K
DWM
257
Dakota Wealth Management
Florida
$436K
SOS
258
Silver Oak Securities
Tennessee
$428K
FA
259
Faithward Advisors
Pennsylvania
$427K
CST
260
Charles Schwab Trust
Nevada
$422K
WAM
261
WFA Asset Management
Wisconsin
$418K
AWE
262
Avidian Wealth Enterprises
Texas
$409K
Qube Research & Technologies (QRT)
263
Qube Research & Technologies (QRT)
United Kingdom
$406K
DWAM
264
Duncan Williams Asset Management
Tennessee
$406K
CAC
265
Certified Advisory Corp
Florida
$401K
AWA
266
Acorn Wealth Advisors
Michigan
$391K
OPA
267
Old Port Advisors
Maine
$390K
BOS
268
Bank of Stockton
California
$389K
HWAM
269
Hennion & Walsh Asset Management
New Jersey
$387K
CSP
270
Cary Street Partners
Virginia
$380K
AIP
271
Almanack Investment Partners
Pennsylvania
$377K
IAIM
272
International Assets Investment Management
Florida
$374K
MIA
273
MeadowBrook Investment Advisors
Michigan
$365K
WS
274
Wedbush Securities
California
$359K
TWC
275
TD Waterhouse Canada
Ontario, Canada
$358K