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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 Market Value Shares Shares
Change
Shares
Change %
HGWM
201
Horst & Graben Wealth Management
Oregon
$782K 9,456 -2,424 -20%
JIR
202
James Investment Research
Ohio
$778K 9,417 +5,467 +138%
KFI
203
Key Financial Inc
Pennsylvania
$775K 9,378 +159 +2%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$775K 9,373 -1,241 -12%
RT
205
Rockland Trust
Massachusetts
$768K 9,295 -47 -0.5%
SP
206
Stablepoint Partners
Massachusetts
$754K 9,120 +392 +4%
EWA
207
EverSource Wealth Advisors
Alabama
$740K 8,950 -407 -4%
PA
208
Pinnacle Associates
New York
$738K 8,933 -350 -4%
PFA
209
Portland Financial Advisors
New York
$738K 8,929 -175 -2%
Invesco
210
Invesco
Georgia
$727K 8,798 -755 -8%
IWC
211
Integrated Wealth Concepts
Massachusetts
$723K 8,746 -3,607 -29%
JPMorgan Chase & Co
212
JPMorgan Chase & Co
New York
$718K 8,682 -95,961 -92%
SWAG
213
Spectrum Wealth Advisory Group
California
$713K 8,628
Squarepoint
214
Squarepoint
New York
$708K 8,562 -14,728 -63%
FFA
215
Farther Finance Advisors
California
$702K 8,491 -72 -0.8%
SI
216
Stephens Inc
Arkansas
$691K 8,359 -87,334 -91%
M&T Bank
217
M&T Bank
New York
$670K 8,100 -1,000 -11%
P
218
&Partners
Tennessee
$669K 8,098 +4,989 +160%
WB
219
Webster Bank
Connecticut
$665K 8,045 -2,000 -20%
SWM
220
SeaCrest Wealth Management
New York
$656K 7,936 -856 -10%
LFA
221
Laraway Financial Advisors
Minnesota
$653K 7,900 -100 -1%
FWA
222
FORM Wealth Advisors
Wisconsin
$653K 7,896 +27 +0.3%
CMMS
223
Comprehensive Money Management Services
Florida
$641K 7,758 -70 -0.9%
CAI
224
Capital Advisors Inc
Oklahoma
$632K 7,645
SFP
225
Strategic Financial Partners
Oregon
$628K 7,592 -10,962 -59%