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SPDR Bloomberg Convertible Securities ETF

457 hedge funds and large institutions have $2.42B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 103 increasing their positions, 193 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
6.7%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
68
Increased
103
Reduced
193
Closed
65
Calls
$3.17M
Puts
$1.34M
Net Calls
+$1.83M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
326
Waterloo Capital
Texas
$232K +$232K +3,216 New
SDWMA
327
Schneider Downs Wealth Management Advisors
Pennsylvania
$231K
LWP
328
Laurel Wealth Planning
Minnesota
$230K
CIBC Private Wealth Group
329
CIBC Private Wealth Group
Georgia
$229K -$216 -3 -0.1%
Focus Partners Wealth
330
Focus Partners Wealth
Massachusetts
$225K +$225K +3,114 New
GVAG
331
Great Valley Advisor Group
Delaware
$225K +$289 +4 +0.1%
SWM
332
SeaCrest Wealth Management
New York
$224K +$212 +3 +0.1%
CCA
333
Childress Capital Advisors
Texas
$224K -$43.3K -600 -16%
RWP
334
RWA Wealth Partners
Massachusetts
$223K +$223K +3,087 New
MSAM
335
Moloney Securities Asset Management
Missouri
$221K -$14.4K -200 -6%
VIM
336
Vista Investment Management
Pennsylvania
$218K
WAG
337
Winthrop Advisory Group
Massachusetts
$215K
PFGIA
338
Patriot Financial Group Insurance Agency
Massachusetts
$215K -$17.5K -243 -8%
OBWG
339
Onyx Bridge Wealth Group
New York
$214K +$1.08K +15 +0.5%
Koshinski Asset Management
340
Koshinski Asset Management
Illinois
$214K +$214K +2,968 New
GRP
341
Global Retirement Partners
California
$211K -$246K -3,471 -54%
WS
342
Wedbush Securities
California
$210K -$60.2K -833 -22%
ASN
343
Advisory Services Network
Georgia
$210K -$6.21K -86 -3%
EFS
344
Essex Financial Services
Connecticut
$209K -$28.6K -396 -12%
Neuberger Berman Group
345
Neuberger Berman Group
New York
$209K +$209K +2,896 New
WP
346
Westmount Partners
California
$208K +$208K +2,883 New
FAG
347
Fortitude Advisory Group
Washington
$207K -$11K -152 -5%
CAMG
348
CWA Asset Management Group
Florida
$203K -$11.2K -155 -5%
DF
349
Dunhill Financial
United Kingdom
$201K -$2.33M -32,264 -92%
BF
350
BOK Financial
Oklahoma
$196K +$196K +2,710 New