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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.

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 %
SRC
176
Sage Rhino Capital
California
$962K +$5.04K +61 +0.5%
IWS
177
Insight Wealth Strategies
California
$940K -$8.48K -103 -0.9%
BFS
178
BridgePort Financial Solutions
Iowa
$932K -$88.2K -1,067 -9%
JFGIW
179
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$928K +$141K +1,700 +18%
CCA
180
Cottonwood Capital Advisors
Utah
$916K -$8.68K -105 -0.9%
Lazard Asset Management
181
Lazard Asset Management
New York
$909K -$842K
CA
182
Calton & Associates
Florida
$899K +$40.2K +486 +5%
CW
183
CreativeOne Wealth
Kansas
$899K -$108K -1,312 -11%
DCM
184
Delta Capital Management
New Jersey
$898K -$832K
TCM
185
Telos Capital Management
California
$892K -$1.08K -13 -0.1%
FMC
186
First Merchants Corp
Indiana
$881K
SPC
187
Sigma Planning Corp
Michigan
$881K -$6.53K -79 -0.7%
IB
188
Intrust Bank
Kansas
$876K
US Bancorp
189
US Bancorp
Minnesota
$874K +$145K +1,752 +20%
SWM
190
SK Wealth Management
Rhode Island
$867K -$99K -1,186 -10%
MAG
191
M3 Advisory Group
Massachusetts
$849K +$13.8K +167 +2%
CWMGO
192
Capstone Wealth Management Group (Oregon)
Oregon
$846K -$91.5K -1,107 -10%
GAA
193
Guardian Asset Advisors
Pennsylvania
$841K +$417K +5,045 +98%
QCM
194
Quantinno Capital Management
New York
$827K
TW
195
Towerpoint Wealth
California
$823K -$146K -1,769 -15%
PAA
196
Peregrine Asset Advisers
Oregon
$822K -$5.54K -67 -0.7%
BJL
197
Brighton Jones LLC
Washington
$818K
Comerica Bank
198
Comerica Bank
Texas
$815K -$99.5K -1,204 -11%
Legacy Financial Group (Iowa)
199
Legacy Financial Group (Iowa)
Iowa
$808K -$122K -1,475 -13%
LKWM
200
Lee-Kelleher Wealth Management
Maryland
$785K