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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
FWM
301
Focused Wealth Management
New York
$308K
AWA
302
Arkadios Wealth Advisors
Georgia
$308K
MC
303
Moors & Cabot
Massachusetts
$304K
WAM
304
Worth Asset Management
Texas
$293K
KPWS
305
Kestra Private Wealth Services
Texas
$291K
BFO
306
Boston Family Office
Massachusetts
$290K
GVAG
307
Great Valley Advisor Group
Delaware
$285K
PWP
308
Principle Wealth Partners
Connecticut
$282K
MWM
309
Modern Wealth Management
Kansas
$282K
CWM
310
CCG Wealth Management
California
$279K
PTC
311
Private Trust Company
Ohio
$276K
TWM
312
Topsail Wealth Management
North Carolina
$274K
SWM
313
Spire Wealth Management
Virginia
$271K
BFG
314
Berger Financial Group
Minnesota
$271K
BPA
315
Beacon Pointe Advisors
California
$270K
BHBT
316
Burke & Herbert Bank & Trust
Virginia
$269K
CF
317
Centaurus Financial
California
$269K
APW
318
Austin Private Wealth
Texas
$269K
HW
319
Hancock Whitney
Mississippi
$267K
CMS
320
Capital Market Strategies
Florida
$266K
SDWMA
321
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K
CTFG
322
Capstone Triton Financial Group
Oklahoma
$260K
BCG
323
Breakwater Capital Group
New Jersey
$258K
QCIG
324
Quad-Cities Investment Group
Iowa
$257K
CIBC Private Wealth Group
325
CIBC Private Wealth Group
Georgia
$249K