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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 %
CCM
476
Crew Capital Management
Ohio
-$244K -3,181 Closed
OIA
477
OneDigital Investment Advisors
Kansas
-$240K -3,134 Closed
WWG
478
West Wealth Group
California
-$225K -2,932 Closed
FCA
479
Fortis Capital Advisors
Kansas
-$213K -2,779 Closed
NS
480
NBC Securities
Alabama
-$191K -2,500 Closed
RFA
481
Reyes Financial Architecture
California
-$182K -2,372 Closed
HCP
482
Hexagon Capital Partners
Arkansas
-$117K -1,525 Closed
CWC
483
Carolinas Wealth Consulting
North Carolina
-$104K -1,363 Closed
GM
484
GeoWealth Management
Illinois
-$92K -1,200 Closed
WF
485
Wayfinding Financial
Washington
-$59K -781 Closed
SW
486
SVB Wealth
Massachusetts
-$52.6K -686 Closed
MG
487
Mather Group
Illinois
-$29.3K -383 Closed
HWP
488
Highline Wealth Partners
California
-$25.4K -332 Closed
VBA
489
von Borstel & Associates
Oregon
-$16K -214 Closed
GFPC
490
Global Financial Private Client
Florida
-$16.1K -210 Closed
CA
491
Continuum Advisory
Idaho
-$13.4K -175 Closed
CSC
492
Caldwell Sutter Capital
California
-$11.5K -150 Closed
S
493
SignatureFD
Georgia
-$8.89K -116 Closed
DWM
494
Darwin Wealth Management
Florida
-$467 -6 Closed