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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
DA
276
Detalus Advisors
Missouri
$355K
GTAM
277
Global Trust Asset Management
Florida
$353K
BIA
278
Bigelow Investment Advisors
Maine
$349K
EFG
279
Embree Financial Group
Illinois
$348K
DWM
280
Diversify Wealth Management
Utah
$344K
MWM
281
Mascagni Wealth Management
Mississippi
$343K
PCIA
282
Prime Capital Investment Advisors
Kansas
$341K
CA
283
CoreCap Advisors
Michigan
$339K
SC
284
Seldon Capital
California
$336K
FPAS
285
Focus Partners Advisor Solutions
Missouri
$333K
MCCA
286
Mill Creek Capital Advisors
Pennsylvania
$332K
OCM
287
Orion Capital Management
California
$331K
USCWA
288
U.S. Capital Wealth Advisors
Texas
$331K
FRA
289
Frank Rimerman Advisors
California
$331K
CPA
290
Cardiff Park Advisors
California
$331K
AFP
291
Ausdal Financial Partners
Iowa
$327K
CPSAC
292
Chas P. Smith & Associates (CPS)
Florida
$325K
KSWA
293
Kathleen S. Wright Associates
Pennsylvania
$323K
FHC
294
First Heartland Consultants
Missouri
$322K
CAG
295
Csenge Advisory Group
Florida
$320K
AAS
296
Avantax Advisory Services
Texas
$319K
MT
297
Midwest Trust
Kansas
$315K
Baird Financial Group
298
Baird Financial Group
Wisconsin
$314K
Lido Advisors
299
Lido Advisors
California
$313K
AIM
300
Advyzon Investment Management
Illinois
$309K