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SPDR Bloomberg Convertible Securities ETF

457 hedge funds and large institutions have $2.42B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 103 increasing their positions, 193 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
457
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
6.7%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.25%
New
68
Increased
103
Reduced
193
Closed
65
Calls
$3.17M
Puts
$1.34M
Net Calls
+$1.83M
Net Calls Change
+$1.93M
Name Holding Trade Value Shares
Change
Shares
Change %
WFA
351
Wells Financial Advisors
Massachusetts
$185K
RG
352
Retirement Group
California
$183K +$1.23K +17 +0.7%
Fifth Third Bancorp
353
Fifth Third Bancorp
Ohio
$182K
BWL
354
Bogart Wealth LLC
Virginia
$179K
MSG
355
Main Street Group
Virginia
$160K +$160K +2,217 New
BFEC
356
Benjamin F. Edwards & Company
Missouri
$158K +$361 +5 +0.2%
UCB
357
United Community Bank
South Carolina
$155K -$4.33K -60 -3%
CFB
358
Cullen/Frost Bankers
Texas
$131K +$72 +1 +0.1%
CIAS
359
Capital Investment Advisory Services
North Carolina
$130K -$12.8K -178 -9%
SSB
360
Sandy Spring Bank
Maryland
$130K
HCP
361
Hexagon Capital Partners
Arkansas
$110K -$1.95K -27 -2%
GFP
362
Gryphon Financial Partners
Ohio
$109K +$109K +1,510 New
CT
363
Cambridge Trust
Massachusetts
$108K
MRCM
364
M&R Capital Management
New Jersey
$108K
OHWP
365
Oak Harbor Wealth Partners
North Carolina
$108K
TF
366
Tompkins Financial
New York
$94.4K
MA
367
MCF Advisors
Kentucky
$93.8K -$9.02K -125 -9%
HBW
368
Hazlett, Burt & Watson
West Virginia
$93K +$2.58K +36 +3%
AF
369
Advisornet Financial
Minnesota
$90.2K -$5.27K -73 -6%
WT
370
Washington Trust
Rhode Island
$87.4K
CFGS
371
Concourse Financial Group Securities
Alabama
$80.9K -$523K -7,245 -87%
USB
372
Union Savings Bank
Connecticut
$80.4K
ANBT
373
American National Bank & Trust
Texas
$76.6K -$6.35K -88 -8%
TFA
374
Transamerica Financial Advisors
Florida
$76K -$5.71M -78,307 -99%
AssetMark Inc
375
AssetMark Inc
California
$74.8K -$170M -2,359,788 -100%