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SPDR Bloomberg Convertible Securities ETF

461 hedge funds and large institutions have $2.93B invested in SPDR Bloomberg Convertible Securities ETF in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 138 increasing their positions, 192 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
461
Holders Change
-12
Holders Change %
-2.54%
% of All Funds
7.35%
Holding in Top 10
22
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.35%
% of All Funds
0.35%
New
42
Increased
138
Reduced
192
Closed
51
Calls
$1.74M
Puts
$1.83M
Net Calls
-$91K
Net Calls Change
-$2.23M
Name Holding Trade Value Shares
Change
Shares
Change %
SR
401
Syntax Research
Florida
$42.2K +$42.2K +622 New
FRA
402
Front Row Advisors
California
$42.1K
SAM
403
S.A. Mason
Michigan
$39.7K
AWM
404
Avior Wealth Management
Nebraska
$38.6K +$38.6K +570 New
SMA
405
Sage Mountain Advisors
Georgia
$38.6K
Franklin Resources
406
Franklin Resources
California
$38.5K
CFD
407
Creative Financial Designs
Indiana
$38.1K +$1.42K +21 +4%
SWA
408
SOA Wealth Advisors
New York
$34.7K +$136 +2 +0.4%
LJHT
409
Laurie J. Hall Trustee
$34K
RIA
410
Realta Investment Advisors
Delaware
$34K -$17.5K -250 -34%
SSWM
411
Sheets Smith Wealth Management
North Carolina
$33.2K +$33.2K +490 New
RFA
412
Resurgent Financial Advisors
Georgia
$32.6K +$2.71K +40 +9%
SIS
413
Sound Income Strategies
Florida
$31.6K
PCA
414
Providence Capital Advisors
North Carolina
$30.2K +$13.2K +195 +78%
CT
415
Colonial Trust
South Carolina
$28.9K
HI
416
Harbour Investments
Wisconsin
$28.1K -$17.1K -252 -38%
BWM
417
Baystate Wealth Management
Massachusetts
$27.4K
IAS
418
IMA Advisory Services
Colorado
$27.1K -$24.4K -360 -47%
AA
419
Ancora Advisors
Ohio
$27K
CSPIA
420
Cary Street Partners Investment Advisory
Virginia
$26.3K +$542 +8 +2%
WT
421
Whittier Trust
California
$24.6K
RLIM
422
Red Lighthouse Investment Management
New York
$23.8K
LOIP
423
Live Oak Investment Partners
Texas
$23.6K -$24.3K
ACA
424
Aptus Capital Advisors
Alabama
$21.5K
BCMLT
425
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.7K