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SPDR Bloomberg Convertible Securities ETF

510 hedge funds and large institutions have $2.95B invested in SPDR Bloomberg Convertible Securities ETF in 2024 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 153 increasing their positions, 147 reducing their positions, and 29 closing their positions.

Holders
510
Holders Change
+57
Holders Change %
+12.58%
% of All Funds
6.79%
Holding in Top 10
20
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+33.33%
% of All Funds
0.27%
New
94
Increased
153
Reduced
147
Closed
29
Calls
$47K
Puts
$70K
Net Calls
-$23K
Net Calls Change
-$100K
Name Market Value Shares Shares
Change
Shares
Change %
FB
76
Finward Bancorp
Indiana
$5.97M 76,628 +76,628 New
BFG
77
Baron Financial Group
New Jersey
$5.91M 75,900 -957 -1%
AI
78
Atria Investments
North Carolina
$5.89M 75,609 +7,973 +12%
Prudential Financial
79
Prudential Financial
New Jersey
$5.78M 74,222 -23,028 -24%
OAS
80
Optivise Advisory Services
Tennessee
$5.7M 73,212 +73,212 New
ECA
81
Elevation Capital Advisory
Oregon
$5.54M 71,135 +71,135 New
AGA
82
Arkos Global Advisors
Texas
$5.52M 70,890 +770 +1%
PFS
83
Prospera Financial Services
Texas
$5.37M 68,884 +47,227 +218%
TC
84
TownSquare Capital
Utah
$5.34M 68,553 -17,116 -20%
RSWM
85
Robertson Stephens Wealth Management
California
$5.34M 68,525 +68,525 New
AAS
86
Ameritas Advisory Services
Nebraska
$5.24M 67,272 +67,272 New
HH
87
Hilltop Holdings
Texas
$5.24M 67,264 +64,215 +2,106%
NA
88
NewEdge Advisors
Louisiana
$5.13M 65,842 +55,981 +568%
SAM
89
Synergy Asset Management
Washington
$4.88M 62,579 +62,579 New
LSC
90
Logan Stone Capital
Illinois
$4.71M 60,432 +4,795 +9%
RAM
91
Riggs Asset Management
Pennsylvania
$4.6M 58,839 -103 -0.2%
Mirae Asset Global Investments
92
Mirae Asset Global Investments
South Korea
$4.57M 58,292 +28,555 +96%
DJYG
93
David J. Yvars Group
Florida
$4.42M 56,732 -5,488 -9%
Rockefeller Capital Management
94
Rockefeller Capital Management
New York
$4.36M 55,949 -315 -0.6%
SIAP
95
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.22M 54,241 -1,407 -3%
TFA
96
Transamerica Financial Advisors
Florida
$4.08M 52,314 +6,894 +15%
SCM
97
Sage Capital Management
New Jersey
$4.01M 51,481 -590 -1%
FBB
98
Fulton Breakefield Broenniman
Maryland
$4M 51,347 -278,886 -84%
AFWM
99
AMJ Financial Wealth Management
Virginia
$4M 51,338 +51,338 New
HFA
100
Hershey Financial Advisers
Pennsylvania
$3.97M 50,921 +50,921 New