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SPDR Bloomberg Convertible Securities ETF

471 hedge funds and large institutions have $2.48B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+16
Holders Change %
+3.52%
% of All Funds
7.6%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
68
Increased
127
Reduced
187
Closed
43
Calls
$4.6M
Puts
$2.24M
Net Calls
+$2.37M
Net Calls Change
+$28.7M
Name Market Value Shares Shares
Change
Shares
Change %
National Bank of Canada
351
National Bank of Canada
Quebec, Canada
$208K 3,239 +13 +0.4%
ST
352
Sabal Trust
Florida
$207K 3,225
SDWMA
353
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K 3,207 -6,166 -66%
ACA
354
Aptus Capital Advisors
Alabama
$206K 3,195 +2,703 +549%
HPM
355
Hoxton Planning & Management
West Virginia
$205K 3,181 +3,181 New
AP
356
Advisors Preferred
Maryland
$204K 3,183 -1,139 -26%
PWMAG
357
Pinnacle Wealth Management Advisory Group
New Jersey
$201K 3,130 -300 -9%
CAL
358
Capital Analysts LLC
Pennsylvania
$201K 3,129 +32 +1%
LWP
359
Laurel Wealth Planning
Minnesota
$193K 3,000
RWPA
360
Richard W. Paul & Associates
Michigan
$192K 2,985 +2,985 New
BWL
361
Bogart Wealth LLC
Virginia
$190K 2,959 -134 -4%
OWA
362
One Wealth Advisors
California
$186K 2,897 +2,897 New
RG
363
Retirement Group
California
$173K 2,691 +932 +53%
EWM
364
EPG Wealth Management
Georgia
$167K 2,597 +27 +1%
WFA
365
Wells Financial Advisors
Massachusetts
$165K 2,570
PTC
366
Private Trust Company
Ohio
$164K 2,553
BBHC
367
Brown Brothers Harriman & Co
New York
$154K 2,400
KM
368
Kalos Management
Georgia
$154K 2,397 +2,397 New
UCB
369
United Community Bank
South Carolina
$153K 2,379
BAM
370
Baldrige Asset Management
Pennsylvania
$141K 2,187 -984 -31%
DZ Bank
371
DZ Bank
Germany
$140K 2,180
HI
372
Harbour Investments
Wisconsin
$130K 2,026 -80 -4%
AF
373
Allworth Financial
California
$124K 1,920 -638 -25%
CFB
374
Cullen/Frost Bankers
Texas
$123K 1,907 -516 -21%
CIAS
375
Capital Investment Advisory Services
North Carolina
$116K 1,801