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SPDR Bloomberg Convertible Securities ETF

456 hedge funds and large institutions have $2.62B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 123 increasing their positions, 181 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
Holders Change %
0%
% of All Funds
6.12%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.24%
New
46
Increased
123
Reduced
181
Closed
36
Calls
$645K
Puts
$6.33M
Net Calls
-$5.69M
Net Calls Change
+$60.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
426
MGB Wealth Management
Texas
$18.1K
AG
427
AmeriFlex Group
Nevada
$17.7K +$82 +1 +0.5%
AC
428
AlphaCore Capital
California
$17.4K +$17.4K +211 New
FDCDDQ
429
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.4K
GCM
430
Gables Capital Management
Florida
$16.5K
KIG
431
Kessler Investment Group
Indiana
$13.6K
CFD
432
Creative Financial Designs
Indiana
$13.3K -$2.31K -28 -15%
UBP
433
Union Bancaire Privee
Switzerland
$12K -$244K -4,076 -95%
GWP
434
Gen-Wealth Partners
Michigan
$10.7K
SR
435
Syntax Research
Florida
$10.1K -$9.01K -109 -47%
BlackRock
436
BlackRock
New York
$10.1K
SVWA
437
Sarver Vrooman Wealth Advisors
Missouri
$9.55K
OP
438
ORG Partners
Indiana
$9.05K
RIA
439
Realta Investment Advisors
Delaware
$8.27K
MDCM
440
Morgan Dempsey Capital Management
Wisconsin
$8.27K +$8.27K +100 New
1IA
441
1620 Investment Advisors
Massachusetts
$8.02K
CAL
442
Capital Analysts LLC
Pennsylvania
$8K
FFA
443
Founders Financial Alliance
North Carolina
$7.61K -$331 -4 -4%
HFS
444
Hantz Financial Services
Michigan
$7K +$7K +87 New
TRCT
445
Tower Research Capital (TRC)
New York
$6.86K -$13.6K -165 -67%
NC
446
NewSquare Capital
Pennsylvania
$6.61K
PK
447
Pflug Koory
Nebraska
$6.37K
BC
448
Barrett & Company
Rhode Island
$5.54K -$8.27K -100 -60%
TCM
449
TD Capital Management
Tennessee
$5.17K +$82 +1 +2%
TFGT
450
TS Financial Group (TSFG)
Illinois
$5K