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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
KeyBank National Association
251
KeyBank National Association
Ohio
$455K
SWP
252
Sagespring Wealth Partners
Tennessee
$454K
SWP
253
Stratos Wealth Partners
Ohio
$453K
MCM
254
MV Capital Management
Maryland
$446K
GEA
255
Glen Eagle Advisors
New Jersey
$438K
DWM
256
Dakota Wealth Management
Florida
$436K
SOS
257
Silver Oak Securities
Tennessee
$428K
FA
258
Faithward Advisors
Pennsylvania
$427K
CST
259
Charles Schwab Trust
Nevada
$422K
WAM
260
WFA Asset Management
Wisconsin
$418K
AWE
261
Avidian Wealth Enterprises
Texas
$409K
Qube Research & Technologies (QRT)
262
Qube Research & Technologies (QRT)
United Kingdom
$406K
DWAM
263
Duncan Williams Asset Management
Tennessee
$406K
CAC
264
Certified Advisory Corp
Florida
$401K
AWA
265
Acorn Wealth Advisors
Michigan
$391K
OPA
266
Old Port Advisors
Maine
$390K
BOS
267
Bank of Stockton
California
$389K
HWAM
268
Hennion & Walsh Asset Management
New Jersey
$387K
CSP
269
Cary Street Partners
Virginia
$380K
AIP
270
Almanack Investment Partners
Pennsylvania
$377K
IAIM
271
International Assets Investment Management
Florida
$374K
MIA
272
MeadowBrook Investment Advisors
Michigan
$365K
WS
273
Wedbush Securities
California
$359K
TWC
274
TD Waterhouse Canada
Ontario, Canada
$358K
DA
275
Detalus Advisors
Missouri
$355K