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State Street SPDR Bloomberg Convertible Securities ETF

462 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, 124 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:

0.62% more ownership

Funds ownership: 66.23%66.85% (+0.62%)

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 184

90% less call options, than puts

Call options by funds: $645K | Put options by funds: $6.33M

Holders
462
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
EP
351
Edgestream Partners
New Jersey
$204K
BWL
352
Bogart Wealth LLC
Virginia
$199K
SS
353
Sunbelt Securities
Texas
$197K
GFL
354
Granite FO LLC
New Hampshire
$188K
DJSG
355
D.J. St. Germain
Massachusetts
$177K
UCB
356
United Community Bank
South Carolina
$173K
MWM
357
MorganRosel Wealth Management
Colorado
$165K
CIAS
358
Capital Investment Advisory Services
North Carolina
$149K
SSA
359
SSA Swiss Advisors
$145K
HBW
360
Hazlett, Burt & Watson
West Virginia
$124K
EB
361
Eastern Bank
Massachusetts
$124K
OHWP
362
Oak Harbor Wealth Partners
North Carolina
$124K
PFM
363
Phillips Financial Management
Indiana
$123K
HFS
364
Hughes Financial Services
Virginia
$120K
CFB
365
Cullen/Frost Bankers
Texas
$116K
HI
366
Harbour Investments
Wisconsin
$114K
EWM
367
EPG Wealth Management
Georgia
$114K
TF
368
Tompkins Financial
New York
$108K
MA
369
MCF Advisors
Kentucky
$107K
HWA
370
HHM Wealth Advisors
Tennessee
$104K
DF
371
Dunhill Financial
United Kingdom
$101K
OC
372
Oakworth Capital
Alabama
$98.9K
TIM
373
Total Investment Management
Arizona
$92.8K
SS
374
SBI Securities
Japan
$89.1K
National Bank of Canada
375
National Bank of Canada
Quebec, Canada
$89.1K