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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
HA
176
Herold Advisors
New York
$972K
OAM
177
Occidental Asset Management
California
$969K
SRC
178
Sage Rhino Capital
California
$962K
IWS
179
Insight Wealth Strategies
California
$940K
BFS
180
BridgePort Financial Solutions
Iowa
$932K
JFGIW
181
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$928K
CCA
182
Cottonwood Capital Advisors
Utah
$916K
Lazard Asset Management
183
Lazard Asset Management
New York
$909K
CA
184
Calton & Associates
Florida
$899K
CW
185
CreativeOne Wealth
Kansas
$899K
DCM
186
Delta Capital Management
New Jersey
$898K
TCM
187
Telos Capital Management
California
$892K
FMC
188
First Merchants Corp
Indiana
$881K
SPC
189
Sigma Planning Corp
Michigan
$881K
IB
190
Intrust Bank
Kansas
$876K
US Bancorp
191
US Bancorp
Minnesota
$874K
SWM
192
SK Wealth Management
Rhode Island
$867K
MAG
193
M3 Advisory Group
Massachusetts
$849K
CWMGO
194
Capstone Wealth Management Group (Oregon)
Oregon
$846K
GAA
195
Guardian Asset Advisors
Pennsylvania
$841K
QCM
196
Quantinno Capital Management
New York
$827K
TW
197
Towerpoint Wealth
California
$823K
PAA
198
Peregrine Asset Advisers
Oregon
$822K
BJL
199
Brighton Jones LLC
Washington
$818K
Comerica Bank
200
Comerica Bank
Texas
$815K