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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
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$2.74M
AI
102
Atria Investments
North Carolina
$2.74M
TPWA
103
TRUE Private Wealth Advisors
Oregon
$2.61M
CWS
104
Confluence Wealth Services
Pennsylvania
$2.58M
FWA
105
FOCUS Wealth Advisors
Texas
$2.58M
JWCA
106
J.W. Cole Advisors
Florida
$2.57M
PIA
107
Powell Investment Advisors
Florida
$2.53M
HAG
108
HF Advisory Group
Maryland
$2.51M
FNC
109
First National Corp
Massachusetts
$2.49M
Fidelity International
110
Fidelity International
Bermuda
$2.45M
Envestnet Portfolio Solutions
111
Envestnet Portfolio Solutions
Illinois
$2.3M
IRC
112
Investors Research Corp
Georgia
$2.3M
SFS
113
Sowell Financial Services
Arkansas
$2.27M
KAS
114
Kestra Advisory Services
Texas
$2.25M
HPM
115
Hudson Portfolio Management
New York
$2.21M
Corient Private Wealth
116
Corient Private Wealth
Florida
$2.2M
AI
117
AXS Investments
New York
$2.19M
OPWM
118
Oxinas Partners Wealth Management
Indiana
$2.16M
EH
119
Equitable Holdings
New York
$2.15M
Citadel Advisors
120
Citadel Advisors
Florida
$2.15M
PS
121
Principal Securities
Iowa
$2.12M
EAM
122
Everstar Asset Management
North Carolina
$2.08M
William Blair & Company
123
William Blair & Company
Illinois
$2.01M
Jones Financial Companies
124
Jones Financial Companies
Missouri
$1.98M
DI
125
Disciplined Investments
Oklahoma
$1.98M