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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
WAG
326
Winthrop Advisory Group
Massachusetts
$247K
CIBC World Market
327
CIBC World Market
Ontario, Canada
$244K
WP
328
Westmount Partners
California
$242K
ACM
329
Absolute Capital Management
Pennsylvania
$242K
Fisher Asset Management
330
Fisher Asset Management
Washington
$242K
SC
331
Savant Capital
Illinois
$238K
BTWM
332
Baker Tilly Wealth Management
Wisconsin
$238K
LSWP
333
Liberty Square Wealth Partners
Pennsylvania
$237K
NP
334
NorthRock Partners
Minnesota
$235K
BF
335
BOK Financial
Oklahoma
$232K
LFAS
336
Level Four Advisory Services
Texas
$232K
FNBT
337
FineMark National Bank & Trust
Florida
$228K
HS
338
Horan Securities
United States
$225K
BBHC
339
Brown Brothers Harriman & Co
New York
$224K
AssetMark Inc
340
AssetMark Inc
California
$221K
IWM
341
IHT Wealth Management
Illinois
$220K
NL
342
NVWM LLC
Pennsylvania
$219K
MFG
343
Merit Financial Group
Georgia
$218K
CIA
344
Concurrent Investment Advisors
Florida
$217K
TCM
345
Traub Capital Management
Massachusetts
$216K
DAS
346
Diversify Advisory Services
Utah
$216K
CAM
347
Creekmur Asset Management
Illinois
$213K
WFA
348
Wells Financial Advisors
Massachusetts
$212K
MKA
349
M. Kulyk & Associates
Georgia
$207K
KCFA
350
Key Client Fiduciary Advisors
New Jersey
$205K