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SPDR Bloomberg Convertible Securities ETF

456 hedge funds and large institutions have $2.53B invested in SPDR Bloomberg Convertible Securities ETF in 2025 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 134 increasing their positions, 175 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
456
Holders Change
-54
Holders Change %
-10.59%
% of All Funds
6.2%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.19%
New
40
Increased
134
Reduced
175
Closed
81
Calls
$230K
Puts
$66.5M
Net Calls
-$66.3M
Net Calls Change
-$66.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
176
Herold Advisors
New York
$893K -$11.5K -150 -1%
SRC
177
Sage Rhino Capital
California
$887K +$56.9K +742 +7%
IWS
178
Insight Wealth Strategies
California
$883K +$1.92K +25 +0.2%
CWMGO
179
Capstone Wealth Management Group (Oregon)
Oregon
$869K -$21.1K -275 -2%
Legacy Financial Group (Iowa)
180
Legacy Financial Group (Iowa)
Iowa
$862K -$61.8K -807 -7%
CCA
181
Cottonwood Capital Advisors
Utah
$857K +$2.61K +34 +0.3%
SWM
182
SK Wealth Management
Rhode Island
$856K -$5.03K -68 -0.6%
Comerica Bank
183
Comerica Bank
Texas
$848K -$5.98K -78 -0.7%
Lazard Asset Management
184
Lazard Asset Management
New York
$842K -$856K
DCM
185
Delta Capital Management
New Jersey
$832K -$834K
TCM
186
Telos Capital Management
California
$828K -$9.35K -122 -1%
SPC
187
Sigma Planning Corp
Michigan
$822K -$12.6K -165 -2%
FMC
188
First Merchants Corp
Indiana
$816K
NA
189
NewEdge Advisors
Louisiana
$814K -$4.23M -55,224 -84%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$813K -$148K -1,930 -15%
IB
191
Intrust Bank
Kansas
$812K
AssetMark Inc
192
AssetMark Inc
California
$798K -$121M -1,576,690 -99%
CA
193
Calton & Associates
Florida
$796K +$132K +1,722 +20%
MAG
194
M3 Advisory Group
Massachusetts
$774K +$28K +366 +4%
HWM
195
HB Wealth Management
Georgia
$770K
WB
196
Webster Bank
Connecticut
$770K
PAA
197
Peregrine Asset Advisers
Oregon
$767K -$4.29K -56 -0.6%
QCM
198
Quantinno Capital Management
New York
$766K +$766K +10,000 New
BJL
199
Brighton Jones LLC
Washington
$759K
SC
200
Sculptor Capital
New York
$742K -$1.31M -17,089 -64%