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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
Legacy Financial Group (Iowa)
201
Legacy Financial Group (Iowa)
Iowa
$808K
LKWM
202
Lee-Kelleher Wealth Management
Maryland
$785K
HGWM
203
Horst & Graben Wealth Management
Oregon
$782K
JIR
204
James Investment Research
Ohio
$778K
KFI
205
Key Financial Inc
Pennsylvania
$775K
Carson Wealth (CWM LLC)
206
Carson Wealth (CWM LLC)
Nebraska
$775K
RT
207
Rockland Trust
Massachusetts
$768K
SP
208
Stablepoint Partners
Massachusetts
$754K
EWA
209
EverSource Wealth Advisors
Alabama
$740K
PA
210
Pinnacle Associates
New York
$738K
PFA
211
Portland Financial Advisors
New York
$738K
Invesco
212
Invesco
Georgia
$727K
IWC
213
Integrated Wealth Concepts
Massachusetts
$723K
JP Morgan Chase
214
JP Morgan Chase
New York
$718K
SWAG
215
Spectrum Wealth Advisory Group
California
$713K
Squarepoint
216
Squarepoint
New York
$708K
FFA
217
Farther Finance Advisors
California
$702K
SI
218
Stephens Inc
Arkansas
$691K
M&T Bank
219
M&T Bank
New York
$670K
P
220
&Partners
Tennessee
$669K
WB
221
Webster Bank
Connecticut
$665K
SWM
222
SeaCrest Wealth Management
New York
$656K
LFA
223
Laraway Financial Advisors
Minnesota
$653K
FWA
224
FORM Wealth Advisors
Wisconsin
$653K
CMMS
225
Comprehensive Money Management Services
Florida
$641K