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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
CWM
151
Cordatus Wealth Management
Pennsylvania
$1.5M
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
$1.5M
NEPWA
153
New England Private Wealth Advisors
Massachusetts
$1.47M
PAG
154
Private Advisory Group
Washington
$1.45M
AC
155
Aristides Capital
Kentucky
$1.43M
Mariner
156
Mariner
Kansas
$1.38M
MWM
157
Manske Wealth Management
Texas
$1.37M
ATI
158
ARK & TLK Investments
Oklahoma
$1.36M
BCM
159
BlueCrest Capital Management
Jersey
$1.36M
CCFM
160
Clear Creek Financial Management
Washington
$1.34M
TPW
161
Talon Private Wealth
Florida
$1.28M
CWM
162
Congress Wealth Management
Massachusetts
$1.28M
BCM
163
Brookstone Capital Management
Illinois
$1.27M
CRC
164
Curi RMB Capital
Illinois
$1.18M
LFASL
165
Lugano Financial Advisors SA (LFA)
Switzerland
$1.15M
KIA
166
Kraematon Investment Advisors
Massachusetts
$1.15M
OFS
167
OneAscent Financial Services
Alabama
$1.14M
PWP
168
Pursue Wealth Partners
California
$1.11M
FF
169
Farrell Financial
New York
$1.1M
AWM
170
AE Wealth Management
Kansas
$1.09M
LMKC
171
L.M. Kohn & Company
Ohio
$1.07M
PG
172
Patten Group
Tennessee
$1.04M
NJIM
173
Nabity-Jensen Investment Management
Nebraska
$1.03M
KWA
174
Kingswood Wealth Advisors
California
$1.03M
AF
175
Apexium Financial
Texas
$1.03M