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SPDR Bloomberg Convertible Securities ETF

464 hedge funds and large institutions have $2.23B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 138 increasing their positions, 171 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
Holders Change
+7
Holders Change %
+1.53%
% of All Funds
6.73%
Holding in Top 10
14
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-17.65%
% of All Funds
0.2%
New
51
Increased
138
Reduced
171
Closed
37
Calls
$1.19M
Puts
$716K
Net Calls
+$475K
Net Calls Change
-$1.36M
Name Holding Trade Value Shares
Change
Shares
Change %
Jones Financial Companies
326
Jones Financial Companies
Missouri
$268K +$803 +11 +0.3%
GRP
327
Global Retirement Partners
California
$267K +$49.7K +680 +23%
PWP
328
Principle Wealth Partners
Connecticut
$262K
MWM
329
Modern Wealth Management
Kansas
$262K +$262K +3,581 New
WWG
330
West Wealth Group
California
$259K -$113K -1,549 -30%
QCIG
331
Quad-Cities Investment Group
Iowa
$258K +$511 +7 +0.2%
KPWS
332
Kestra Private Wealth Services
Texas
$257K +$73 +1 +0%
BFO
333
Boston Family Office
Massachusetts
$256K
PFP
334
Paragon Financial Partners
California
$252K +$292 +4 +0.1%
SWM
335
Spire Wealth Management
Virginia
$252K -$278K -3,804 -52%
CAM
336
Creekmur Asset Management
Illinois
$250K +$219 +3 +0.1%
PCIA
337
Prime Capital Investment Advisors
Kansas
$250K -$12.9K -177 -5%
PCWA
338
Pacific Capital Wealth Advisors
California
$249K +$292 +4 +0.1%
CWM
339
CCG Wealth Management
California
$246K -$950 -13 -0.4%
GF
340
Gries Financial
Ohio
$244K +$244K +3,344 New
APW
341
Aurora Private Wealth
New Jersey
$242K -$4.32K -59 -2%
BCG
342
Breakwater Capital Group
New Jersey
$240K -$79K -1,082 -25%
ST
343
Sabal Trust
Florida
$236K
MIM
344
Moseley Investment Management
Florida
$235K
SDWMA
345
Schneider Downs Wealth Management Advisors
Pennsylvania
$234K
LWP
346
Laurel Wealth Planning
Minnesota
$233K
GVAG
347
Great Valley Advisor Group
Delaware
$228K +$146 +2 +0.1%
CCA
348
Childress Capital Advisors
Texas
$227K +$511 +7 +0.2%
RWP
349
RWA Wealth Partners
Massachusetts
$225K
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$225K +$7.45K +102 +3%