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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 %
FFA
401
Frazier Financial Advisors
Ohio
$28.8K +$28.8K +399 New
AA
402
Ancora Advisors
Ohio
$28.7K
HI
403
Harbour Investments
Wisconsin
$27.7K -$2.24K -31 -7%
RLIM
404
Red Lighthouse Investment Management
New York
$25.3K
LOIP
405
Live Oak Investment Partners
Texas
$25.1K -$23.6K
TAM
406
Tucker Asset Management
Colorado
$24.5K +$24.5K +340 New
T
407
Tidemark
California
$24.4K +$24.4K +338 New
TCM
408
Tradewinds Capital Management
Washington
$23.5K -$76.6K -1,062 -77%
RFG
409
REAP Financial Group
Texas
$22.4K +$22.4K +311 New
ACA
410
Aptus Capital Advisors
Alabama
$21.7K -$1.15K -16 -5%
PCMC
411
Planning Capital Management Corporation
Pennsylvania
$21.6K +$21.6K +300 New
TRCT
412
Tower Research Capital (TRC)
New York
$19.6K -$194K -2,688 -91%
VAG
413
VisionPoint Advisory Group
Texas
$18.8K -$84.1K -1,165 -82%
BCMLT
414
Beacon Capital Management LLC (Tennessee)
Tennessee
$18.1K
PCA
415
Providence Capital Advisors
North Carolina
$18K -$14.1K -195 -44%
CWA
416
Core Wealth Advisors
Florida
$18K
TSWM
417
Tyler-Stone Wealth Management
Ohio
$18K
FPB
418
First PREMIER Bank
South Dakota
$18K
SC
419
Solstein Capital
California
$17.3K
CFD
420
Creative Financial Designs
Indiana
$17K -$23.5K -326 -58%
HT
421
Headlands Technologies
Illinois
$16.5K +$16.5K +229 New
FHA
422
First Horizon Advisors
Tennessee
$16K +$144 +2 +0.9%
MWM
423
MGB Wealth Management
Texas
$15.8K +$15.8K +219 New
AIP
424
Ameritas Investment Partners
Nebraska
$15.6K +$144 +2 +0.9%
GFPC
425
Global Financial Private Client
Florida
$15.2K