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SPDR Bloomberg Convertible Securities ETF

461 hedge funds and large institutions have $2.93B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-12
Holders Change %
-2.54%
% of All Funds
7.35%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
42
Increased
138
Reduced
192
Closed
51
Calls
$1.74M
Puts
$1.83M
Net Calls
-$91K
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Shares
Change %
PWAG
351
Polaris Wealth Advisory Group
California
$214K +$214K +3,158 New
SW
352
Simplicity Wealth
New Jersey
$212K +$212K +3,133 New
SS
353
Sunbelt Securities
Texas
$212K -$14.9K -220 -7%
CG
354
Colony Group
Massachusetts
$211K -$3.32K -49 -2%
GVAG
355
Great Valley Advisor Group
Delaware
$211K +$136 +2 +0.1%
VCM
356
Virtue Capital Management
Tennessee
$208K
FAG
357
Fortitude Advisory Group
Washington
$205K -$15.9K -235 -7%
VIM
358
Vista Investment Management
Pennsylvania
$205K -$12.7K -188 -6%
ASN
359
Advisory Services Network
Georgia
$203K -$8.07K -119 -4%
WAG
360
Winthrop Advisory Group
Massachusetts
$202K
CAMG
361
CWA Asset Management Group
Florida
$202K +$202K +2,973 New
TRCT
362
Tower Research Capital (TRC)
New York
$201K +$201K +2,959 New
OBWG
363
Onyx Bridge Wealth Group
New York
$200K -$7.05K -104 -3%
National Bank of Canada
364
National Bank of Canada
Quebec, Canada
$197K -$8.49K -126 -4%
WFA
365
Wells Financial Advisors
Massachusetts
$174K
Fifth Third Bancorp
366
Fifth Third Bancorp
Ohio
$171K -$25.2K -372 -13%
RG
367
Retirement Group
California
$171K +$610 +9 +0.4%
BWL
368
Bogart Wealth LLC
Virginia
$168K
UCB
369
United Community Bank
South Carolina
$150K -$12.5K -184 -8%
BFEC
370
Benjamin F. Edwards & Company
Missouri
$148K -$20.1K -296 -12%
CG
371
Cutler Group
California
$142K +$129K +1,909 +955%
Simplex Trading
372
Simplex Trading
Illinois
$140K +$69.8K +1,033 +99%
CIAS
373
Capital Investment Advisory Services
North Carolina
$134K +$12.1K +178 +10%
CFB
374
Cullen/Frost Bankers
Texas
$123K -$3.46K -51 -3%
SSB
375
Sandy Spring Bank
Maryland
$122K