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SPDR Bloomberg Convertible Securities ETF

453 hedge funds and large institutions have $2.19B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 121 increasing their positions, 169 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
453
Holders Change
+16
Holders Change %
+3.66%
% of All Funds
6.55%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.22%
New
57
Increased
121
Reduced
169
Closed
38
Calls
$92K
Puts
$15K
Net Calls
+$77K
Net Calls Change
+$524K
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
401
SOA Wealth Advisors
New York
$40K +$230 +3 +0.6%
NPP
402
New Potomac Partners
Maryland
$38.3K +$38.3K +500 New
LJHT
403
Laurie J. Hall Trustee
$38K
SIS
404
Sound Income Strategies
Florida
$35.7K
CT
405
Colonial Trust
South Carolina
$32.6K
FFA
406
Frazier Financial Advisors
Ohio
$30.5K
AA
407
Ancora Advisors
Ohio
$30.5K
MG
408
Mather Group
Illinois
$29.3K -$613 -8 -2%
NB
409
NBT Bank
New York
$28.6K +$28.6K +374 New
FPF
410
First Pacific Financial
Washington
$28.4K
RLIM
411
Red Lighthouse Investment Management
New York
$26.9K
CA
412
Clearstead Advisors
Ohio
$26.7K
PA
413
Pineridge Advisors
Missouri
$23.7K
PCMC
414
Planning Capital Management Corporation
Pennsylvania
$23K
RFG
415
REAP Financial Group
Texas
$22.1K -$919 -12 -4%
TRCT
416
Tower Research Capital (TRC)
New York
$22K +$21.8K +285 +14,250%
HGERS
417
Householder Group Estate & Retirement Specialist
Arizona
$21K
TCM
418
Tradewinds Capital Management
Washington
$21K
CPG
419
Cornerstone Planning Group
New Jersey
$20.9K -$310 -4 -1%
BCMLT
420
Beacon Capital Management LLC (Tennessee)
Tennessee
$20.5K
PCA
421
Providence Capital Advisors
North Carolina
$19.1K
FPB
422
First PREMIER Bank
South Dakota
$19K
SC
423
Solstein Capital
California
$18.4K
MWM
424
MGB Wealth Management
Texas
$16.8K
AIP
425
Ameritas Investment Partners
Nebraska
$16.7K +$77 +1 +0.5%