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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
WIA
176
World Investment Advisors
California
$1.01M
HA
177
Herold Advisors
New York
$972K
OAM
178
Occidental Asset Management
California
$969K
SRC
179
Sage Rhino Capital
California
$962K
IWS
180
Insight Wealth Strategies
California
$940K
BFS
181
BridgePort Financial Solutions
Iowa
$932K
JFGIW
182
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$928K
CCA
183
Cottonwood Capital Advisors
Utah
$916K
Lazard Asset Management
184
Lazard Asset Management
New York
$909K
CA
185
Calton & Associates
Florida
$899K
CW
186
CreativeOne Wealth
Kansas
$899K
DCM
187
Delta Capital Management
New Jersey
$898K
TCM
188
Telos Capital Management
California
$892K
FMC
189
First Merchants Corp
Indiana
$881K
SPC
190
Sigma Planning Corp
Michigan
$881K
IB
191
Intrust Bank
Kansas
$876K
US Bancorp
192
US Bancorp
Minnesota
$874K
SWM
193
SK Wealth Management
Rhode Island
$867K
MAG
194
M3 Advisory Group
Massachusetts
$849K
CWMGO
195
Capstone Wealth Management Group (Oregon)
Oregon
$846K
GAA
196
Guardian Asset Advisors
Pennsylvania
$841K
QCM
197
Quantinno Capital Management
New York
$827K
TW
198
Towerpoint Wealth
California
$823K
PAA
199
Peregrine Asset Advisers
Oregon
$822K
BJL
200
Brighton Jones LLC
Washington
$818K