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State Street SPDR Bloomberg Convertible Securities ETF

462 hedge funds and large institutions have $2.63B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 124 increasing their positions, 184 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.62% more ownership

Funds ownership: 66.23%66.85% (+0.62%)

33% less repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 184

90% less call options, than puts

Call options by funds: $645K | Put options by funds: $6.33M

Holders
462
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$645K
Puts
$6.33M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
26
River Wealth Advisors
Pennsylvania
$19.1M
WWA
27
Wealth Watch Advisors
Colorado
$18.4M
Allianz Asset Management
28
Allianz Asset Management
Germany
$17.6M
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$17.4M
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$17M
WPW
31
Waldron Private Wealth
Pennsylvania
$16.6M
XF
32
XML Financial
Maryland
$15.9M
Stifel Financial
33
Stifel Financial
Missouri
$15.5M
GC
34
Guggenheim Capital
Illinois
$15.2M
Osaic Holdings
35
Osaic Holdings
Arizona
$15.1M
FCC
36
Florin Court Capital
United Kingdom
$14M
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$12.9M
MWM
38
Modera Wealth Management
New Jersey
$11.9M
PWM
39
Paulson Wealth Management
Illinois
$11.9M
OC
40
Oppenheimer & Co
New York
$11.1M
Capstone Investment Advisors
41
Capstone Investment Advisors
New York
$10.8M
HNB
42
Huntington National Bank
Ohio
$10.3M
FWA
43
FSC Wealth Advisors
New York
$10.2M
FTA
44
Financial & Tax Architects
Missouri
$10.1M
WMA
45
William Mack & Associates
Michigan
$9.91M
LAM
46
Lifestyle Asset Management
Texas
$9.5M
ANTB
47
AMG National Trust Bank
Colorado
$9.43M
ML
48
McAdam LLC
Pennsylvania
$9.16M
KWM
49
Kingsview Wealth Management
Oregon
$9.16M
NAM
50
NTV Asset Management
West Virginia
$8.91M