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SPDR Bloomberg Convertible Securities ETF

456 hedge funds and large institutions have $2.53B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-54
Holders Change %
-10.59%
% of All Funds
6.2%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
40
Increased
134
Reduced
175
Closed
81
Calls
$230K
Puts
$66.5M
Net Calls
-$66.3M
Net Calls Change
-$66.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
401
Frazier Financial Advisors
Ohio
$30.5K
MG
402
Mather Group
Illinois
$29.3K
NB
403
NBT Bank
New York
$28.7K
FPF
404
First Pacific Financial
Washington
$28.4K
AAP
405
Arax Advisory Partners
Colorado
$25.8K +$25.8K +337 New
RLIM
406
Red Lighthouse Investment Management
New York
$25.6K
HWP
407
Highline Wealth Partners
California
$25.4K -$550K -7,174 -96%
LC
408
Luminist Capital
Michigan
$24.8K -$14K -182 -36%
CAWM
409
Capital A Wealth Management
Pennsylvania
$24.6K -$16.8K -219 -41%
PA
410
Pineridge Advisors
Missouri
$23.7K
BCMLT
411
Beacon Capital Management LLC (Tennessee)
Tennessee
$23.4K +$2.99K +39 +15%
BTI
412
Blue Trust Inc
Georgia
$23K +$23K +300 New
CFFP
413
Center for Financial Planning
Michigan
$21.8K +$20.2K +264 +1,320%
SIS
414
Sound Income Strategies
Florida
$21.8K -$15.9K -208 -42%
CPG
415
Cornerstone Planning Group
New Jersey
$21.2K +$76 +1 +0.4%
TCM
416
Tradewinds Capital Management
Washington
$21K
TRCT
417
Tower Research Capital (TRC)
New York
$19K +$18.6K +243 +4,860%
FPB
418
First PREMIER Bank
South Dakota
$19K
SC
419
Solstein Capital
California
$18.4K
SR
420
Syntax Research
Florida
$17.7K -$23.4K -306 -57%
MEG
421
Millstone Evans Group
Colorado
$17.6K
AIP
422
Ameritas Investment Partners
Nebraska
$16.9K +$77 +1 +0.5%
MWM
423
MGB Wealth Management
Texas
$16.8K
AG
424
AmeriFlex Group
Nevada
$16.4K +$16.4K +214 New
GFPC
425
Global Financial Private Client
Florida
$16.1K