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SPDR Bloomberg Convertible Securities ETF

471 hedge funds and large institutions have $2.48B invested in SPDR Bloomberg Convertible Securities ETF in 2022 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 127 increasing their positions, 187 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+16
Holders Change %
+3.52%
% of All Funds
7.6%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.27%
New
68
Increased
127
Reduced
187
Closed
43
Calls
$4.6M
Puts
$2.24M
Net Calls
+$2.37M
Net Calls Change
+$28.7M
Name Market Value Shares Shares
Change
Shares
Change %
PFBT
401
Parkside Financial Bank & Trust
Missouri
$51.5K 800
EWA
402
EverSource Wealth Advisors
Alabama
$47.8K 743 -44 -6%
CHC
403
City Holding Co
West Virginia
$46.9K 729
CWC
404
Carolinas Wealth Consulting
North Carolina
$45K 700
BWM
405
Baystate Wealth Management
Massachusetts
$43K 662 +258 +64%
CBT
406
CoreFirst Bank & Trust
Kansas
$40.7K 632 +632 New
FRA
407
Front Row Advisors
California
$40K 621
LFA
408
LGT Financial Advisors
Texas
$39.4K 613 +613 New
CASC
409
Coppell Advisory Solutions Corp
Texas
$39.2K 609 +609 New
CAS
410
Coppell Advisory Solutions
Texas
$39.2K 609 +609 New
BSB
411
Bangor Savings Bank
Maine
$39K 603 -1,380 -70%
KSWA
412
Kathleen S. Wright Associates
Pennsylvania
$39K 604 +604 New
SAM
413
S.A. Mason
Michigan
$37.6K 585 -300 -34%
SMA
414
Sage Mountain Advisors
Georgia
$36.6K 569
Franklin Resources
415
Franklin Resources
California
$36.5K 568
WT
416
Whittier Trust
California
$36.2K 563 -107 -16%
IGWM
417
ICA Group Wealth Management
Colorado
$36K 560 +560 New
SWA
418
SOA Wealth Advisors
New York
$32.5K 506 +6 +1%
CWP
419
Concord Wealth Partners
Virginia
$32.2K 500 +500 New
LJHT
420
Laurie J. Hall Trustee
$32K 500
FPB
421
First PREMIER Bank
South Dakota
$31K 475
PA
422
Parallel Advisors
California
$30.7K 477 +4 +0.8%
SIS
423
Sound Income Strategies
Florida
$30K 466 +182 +64%
CP
424
Castleview Partners
Texas
$29.3K 455 +24 +6%
AWM
425
Accurate Wealth Management
Florida
$28.9K 438 +438 New