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State Street SPDR Bloomberg Convertible Securities ETF

462 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, 124 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:

0.62% more ownership

Funds ownership: 66.23%66.85% (+0.62%)

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 184

90% less call options, than puts

Call options by funds: $645K | Put options by funds: $6.33M

Holders
462
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
CIBC World Market
326
CIBC World Market
Ontario, Canada
$244K
WP
327
Westmount Partners
California
$242K
ACM
328
Absolute Capital Management
Pennsylvania
$242K
Fisher Asset Management
329
Fisher Asset Management
Washington
$242K
SC
330
Savant Capital
Illinois
$238K
BTWM
331
Baker Tilly Wealth Management
Wisconsin
$238K
LSWP
332
Liberty Square Wealth Partners
Pennsylvania
$237K
NP
333
NorthRock Partners
Minnesota
$235K
BF
334
BOK Financial
Oklahoma
$232K
LFAS
335
Level Four Advisory Services
Texas
$232K
FNBT
336
FineMark National Bank & Trust
Florida
$228K
HS
337
Horan Securities
United States
$225K
BBHC
338
Brown Brothers Harriman & Co
New York
$224K
AssetMark Inc
339
AssetMark Inc
California
$221K
IWM
340
IHT Wealth Management
Illinois
$220K
NL
341
NVWM LLC
Pennsylvania
$219K
MFG
342
Merit Financial Group
Georgia
$218K
CIA
343
Concurrent Investment Advisors
Florida
$217K
TCM
344
Traub Capital Management
Massachusetts
$216K
DAS
345
Diversify Advisory Services
Utah
$216K
CAM
346
Creekmur Asset Management
Illinois
$213K
WFA
347
Wells Financial Advisors
Massachusetts
$212K
MKA
348
M. Kulyk & Associates
Georgia
$207K
KCFA
349
Key Client Fiduciary Advisors
New Jersey
$205K
HIS
350
Harvest Investment Services
Illinois
$205K