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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 %
CTFG
301
Capstone Triton Financial Group
Oklahoma
$298K -$2.3K -30 -0.8%
CIBC Private Wealth Group
302
CIBC Private Wealth Group
Georgia
$298K -$153 -2 -0.1%
PPP
303
Private Portfolio Partners
New Jersey
$292K +$292K +3,814 New
SF
304
Synovus Financial
Georgia
$287K +$287K +3,746 New
JIR
305
James Investment Research
Ohio
$283K -$453K -5,910 -61%
TW
306
Trajan Wealth
Arizona
$283K -$27.8K -363 -9%
TPWA
307
TRUE Private Wealth Advisors
Oregon
$282K -$47K -614 -14%
CMS
308
Capital Market Strategies
Florida
$282K -$9.19K -120 -3%
NP
309
NorthRock Partners
Minnesota
$282K -$167K -2,182 -37%
BFG
310
Berger Financial Group
Minnesota
$282K -$5.98K -78 -2%
PWP
311
Principle Wealth Partners
Connecticut
$275K
AWE
312
Avidian Wealth Enterprises
Texas
$272K -$112K -1,467 -29%
BFO
313
Boston Family Office
Massachusetts
$269K
LFAS
314
Level Four Advisory Services
Texas
$265K -$95.1K -1,238 -26%
PCWA
315
Pacific Capital Wealth Advisors
California
$262K +$383 +5 +0.1%
BHBT
316
Burke & Herbert Bank & Trust
Virginia
$260K -$30.6K -400 -11%
CWM
317
CCG Wealth Management
California
$258K
APW
318
Aurora Private Wealth
New Jersey
$251K -$2.84K -37 -1%
SWM
319
Spire Wealth Management
Virginia
$251K +$536 +7 +0.2%
BPA
320
Beacon Pointe Advisors
California
$251K -$33.3K -435 -12%
OIA
321
OneDigital Investment Advisors
Kansas
$250K +$22.4K +293 +10%
BTWM
322
Baker Tilly Wealth Management
Wisconsin
$249K +$249K +3,251 New
BCG
323
Breakwater Capital Group
New Jersey
$247K -$3.83K -50 -2%
ST
324
Sabal Trust
Florida
$247K
SDWMA
325
Schneider Downs Wealth Management Advisors
Pennsylvania
$246K