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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
DI
126
Disciplined Investments
Oklahoma
$1.98M
HWM
127
Howard Wealth Management
Connecticut
$1.97M
ETC
128
Exchange Traded Concepts
Oklahoma
$1.92M
TCMP
129
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.88M
Northern Trust
130
Northern Trust
Illinois
$1.87M
OWA
131
Octavia Wealth Advisors
Ohio
$1.85M
ORC
132
O'Rourke & Company
Massachusetts
$1.85M
FA
133
Flagstar Advisors
New York
$1.84M
AA
134
Advisory Alpha
Michigan
$1.76M
PP
135
Prudential plc
United Kingdom
$1.74M
SW
136
SkyOak Wealth
Michigan
$1.74M
RSS
137
Rosenblum Silverman Sutton
California
$1.65M
MCM
138
MAI Capital Management
Ohio
$1.62M
EWA
139
EP Wealth Advisors
California
$1.62M
CFO
140
CVA Family Office
Colorado
$1.59M
JWBC
141
J.W. Burns & Co
New York
$1.59M
RL
142
Retireful LLC
Michigan
$1.58M
Focus Partners Wealth
143
Focus Partners Wealth
Massachusetts
$1.58M
CCT
144
Capital City Trust
Florida
$1.57M
MOS
145
MGO One Seven
Ohio
$1.57M
IP
146
Ignite Planners
California
$1.56M
SBWIC
147
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.55M
AFS
148
AFG Fiduciary Services
Massachusetts
$1.54M
WTC
149
WhitTier Trust Company
Nevada
$1.52M
TI
150
Tidal Investments
Wisconsin
$1.52M