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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 %
BWM
376
Baystate Wealth Management
Massachusetts
$65.5K +$36.3K +503 +125%
AWM
377
Ameliora Wealth Management
Switzerland
$64.9K
CPG
378
Cornerstone Planning Group
New Jersey
$61.8K -$58.9K -816 -49%
DZ Bank
379
DZ Bank
Germany
$58.8K
CAS
380
Coppell Advisory Solutions
Texas
$56.1K +$5.92K +82 +12%
AIA
381
Armor Investment Advisors
North Carolina
$55.9K +$55.9K +775 New
KSWA
382
Kathleen S. Wright Associates
Pennsylvania
$54.3K
PA
383
Pineridge Advisors
Missouri
$54.2K +$54.2K +752 New
OP
384
ORG Partners
Indiana
$53.4K
RF
385
Robbins Farley
New Hampshire
$53K
PA
386
Parallel Advisors
California
$51.7K -$13.6K -189 -21%
CWC
387
Carolinas Wealth Consulting
North Carolina
$50.5K
SR
388
Syntax Research
Florida
$44.9K
MSWM
389
McGlone Suttner Wealth Management
Wisconsin
$42.8K +$42.8K +593 New
SAM
390
S.A. Mason
Michigan
$42.2K
AWM
391
Avior Wealth Management
Nebraska
$41.1K
SMA
392
Sage Mountain Advisors
Georgia
$41.1K
Franklin Resources
393
Franklin Resources
California
$41K
FRA
394
Front Row Advisors
California
$39K -$5.84K -81 -13%
SWA
395
SOA Wealth Advisors
New York
$37.3K +$289 +4 +0.8%
LJHT
396
Laurie J. Hall Trustee
$36K
SIS
397
Sound Income Strategies
Florida
$33.6K
Simplex Trading
398
Simplex Trading
Illinois
$33K -$114K -1,607 -78%
IGWM
399
ICA Group Wealth Management
Colorado
$31.4K +$31.4K +435 New
CT
400
Colonial Trust
South Carolina
$30.7K