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SPDR Bloomberg Convertible Securities ETF

456 hedge funds and large institutions have $2.53B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-54
Holders Change %
-10.59%
% of All Funds
6.2%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
40
Increased
134
Reduced
175
Closed
81
Calls
$230K
Puts
$66.5M
Net Calls
-$66.3M
Net Calls Change
-$66.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OSAM
351
O'Shaughnessy Asset Management
Connecticut
$180K +$109K +1,429 +156%
UCB
352
United Community Bank
South Carolina
$163K -$4.6K -60 -3%
MWM
353
MorganRosel Wealth Management
Colorado
$153K +$153K +2,000 New
BF
354
BOK Financial
Oklahoma
$139K
CIAS
355
Capital Investment Advisory Services
North Carolina
$138K
SSA
356
SSA Swiss Advisors
$130K +$130K +1,697 New
HI
357
Harbour Investments
Wisconsin
$128K +$3.45K +45 +3%
EB
358
Eastern Bank
Massachusetts
$123K
T
359
Transce3nd
Texas
$118K +$22.7K +296 +24%
SS
360
SBI Securities
Japan
$117K -$32.3K -422 -22%
HCP
361
Hexagon Capital Partners
Arkansas
$117K
OHWP
362
Oak Harbor Wealth Partners
North Carolina
$115K
HFS
363
Hughes Financial Services
Virginia
$110K +$110K +1,427 New
CFB
364
Cullen/Frost Bankers
Texas
$109K -$13.3K -174 -11%
HBW
365
Hazlett, Burt & Watson
West Virginia
$105K +$76 +1 +0.1%
CWC
366
Carolinas Wealth Consulting
North Carolina
$104K +$50.8K +663 +95%
TF
367
Tompkins Financial
New York
$100K
MA
368
MCF Advisors
Kentucky
$99.6K
DJSG
369
D.J. St. Germain
Massachusetts
$94.5K -$6.89M -89,958 -99%
DF
370
Dunhill Financial
United Kingdom
$93.9K -$87.7K -1,145 -48%
GM
371
GeoWealth Management
Illinois
$92K -$17.7M -230,629 -99%
OC
372
Oakworth Capital
Alabama
$91.6K
USB
373
Union Savings Bank
Connecticut
$85.4K
MSG
374
Main Street Group
Virginia
$81.2K +$153 +2 +0.2%
FFWM
375
Future Financial Wealth Management
Ohio
$76.6K