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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.

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 %
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$18.5M -$19.8K -259 -0.1%
Truist Financial
27
Truist Financial
North Carolina
$17.7M +$1.98M +25,795 +13%
WWA
28
Wealth Watch Advisors
Colorado
$17.2M -$503K -6,570 -3%
RWA
29
River Wealth Advisors
Pennsylvania
$17.2M +$175K +2,285 +1%
GC
30
Guggenheim Capital
Illinois
$16.5M +$27.7K +362 +0.2%
Osaic Holdings
31
Osaic Holdings
Arizona
$16.5M -$7.28M -95,031 -31%
XF
32
XML Financial
Maryland
$16M -$54.3K -709 -0.3%
WPW
33
Waldron Private Wealth
Pennsylvania
$15.4M -$299K -3,896 -2%
FCC
34
Florin Court Capital
United Kingdom
$12.3M +$5.19M +67,700 +73%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$11.9M +$56.1K +732 +0.5%
Stifel Financial
36
Stifel Financial
Missouri
$11M -$3.94M -51,466 -26%
Wealth Enhancement Advisory Services
37
Wealth Enhancement Advisory Services
Minnesota
$11M -$5.95M -77,638 -35%
PWM
38
Paulson Wealth Management
Illinois
$10.9M +$280K +3,657 +3%
HNB
39
Huntington National Bank
Ohio
$9.67M -$11.6M
OC
40
Oppenheimer & Co
New York
$9.62M +$618K +8,064 +7%
FWA
41
FSC Wealth Advisors
New York
$9.43M -$184K -2,395 -2%
ANTB
42
AMG National Trust Bank
Colorado
$9.43M -$23.3K -304 -0.2%
EC
43
Estate Counselors
Wisconsin
$9.31M +$842K +10,990 +10%
FTA
44
Financial & Tax Architects
Missouri
$9.25M +$255K +3,328 +3%
AWS
45
Atria Wealth Solutions
New York
$9.14M -$1.96M -25,545 -18%
MWM
46
Modera Wealth Management
New Jersey
$9.03M +$430K +5,607 +5%
Renaissance Technologies
47
Renaissance Technologies
New York
$8.58M -$4.51M -58,800 -34%
KWM
48
Kingsview Wealth Management
Oregon
$8.53M +$1.04M +13,562 +14%
Creative Planning
49
Creative Planning
Kansas
$8.43M -$117K -1,533 -1%
NAM
50
NTV Asset Management
West Virginia
$8.39M -$229K -2,990 -3%