CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

463 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, 125 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:

0.63% more ownership

Funds ownership: 66.29%66.92% (+0.63%)

32% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 184

90% less call options, than puts

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

Holders
463
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
HIS
351
Harvest Investment Services
Illinois
$205K
EP
352
Edgestream Partners
New Jersey
$204K
BWL
353
Bogart Wealth LLC
Virginia
$199K
SS
354
Sunbelt Securities
Texas
$197K
GFL
355
Granite FO LLC
New Hampshire
$188K
DJSG
356
D.J. St. Germain
Massachusetts
$177K
UCB
357
United Community Bank
South Carolina
$173K
MWM
358
MorganRosel Wealth Management
Colorado
$165K
CIAS
359
Capital Investment Advisory Services
North Carolina
$149K
SSA
360
SSA Swiss Advisors
$145K
HBW
361
Hazlett, Burt & Watson
West Virginia
$124K
EB
362
Eastern Bank
Massachusetts
$124K
OHWP
363
Oak Harbor Wealth Partners
North Carolina
$124K
PFM
364
Phillips Financial Management
Indiana
$123K
HFS
365
Hughes Financial Services
Virginia
$120K
CFB
366
Cullen/Frost Bankers
Texas
$116K
HI
367
Harbour Investments
Wisconsin
$114K
EWM
368
EPG Wealth Management
Georgia
$114K
TF
369
Tompkins Financial
New York
$108K
MA
370
MCF Advisors
Kentucky
$107K
HWA
371
HHM Wealth Advisors
Tennessee
$104K
DF
372
Dunhill Financial
United Kingdom
$101K
OC
373
Oakworth Capital
Alabama
$98.9K
TIM
374
Total Investment Management
Arizona
$92.8K
SS
375
SBI Securities
Japan
$89.1K