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State Street SPDR Bloomberg Convertible Securities ETF

463 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, 125 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:

0.63% more ownership

Funds ownership: 66.29%66.92% (+0.63%)

32% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 184

90% less call options, than puts

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

Holders
463
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
IC
476
IEQ Capital
California
MCC
477
Money Concepts Capital
Florida
ACM
478
AlphaStar Capital Management
North Carolina
SFA
479
Sequoia Financial Advisors
Ohio
FCI
480
Financial Counselors Inc
Kansas
PCWA
481
Pacific Capital Wealth Advisors
California
WAP
482
Wealthcare Advisory Partners
Pennsylvania
CCM
483
Crew Capital Management
Ohio
OIA
484
OneDigital Investment Advisors
Kansas
WWG
485
West Wealth Group
California
FCA
486
Fortis Capital Advisors
Kansas
NS
487
NBC Securities
Alabama
RFA
488
Reyes Financial Architecture
California
HCP
489
Hexagon Capital Partners
Arkansas
CWC
490
Carolinas Wealth Consulting
North Carolina
GM
491
GeoWealth Management
Illinois
WF
492
Wayfinding Financial
Washington
SW
493
SVB Wealth
Massachusetts
MG
494
Mather Group
Illinois
HWP
495
Highline Wealth Partners
California
CAWM
496
Capital A Wealth Management
Pennsylvania
VBA
497
von Borstel & Associates
Oregon
GFPC
498
Global Financial Private Client
Florida
CA
499
Continuum Advisory
Idaho
CSC
500
Caldwell Sutter Capital
California