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State Street SPDR Bloomberg Convertible Securities ETF

483 hedge funds and large institutions have $3.21B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2.01% more ownership

Funds ownership: 66.96%68.97% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 156

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.14M

Holders
483
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$815K
Puts
$6.14M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$834K
SP
227
Stablepoint Partners
Massachusetts
$819K
HGWM
228
Horst & Graben Wealth Management
Oregon
$811K
PFA
229
Portland Financial Advisors
New York
$808K
FFA
230
Farther Finance Advisors
California
$797K
PA
231
Pinnacle Associates
New York
$797K
AIM
232
Advyzon Investment Management
Illinois
$783K
EWA
233
EverSource Wealth Advisors
Alabama
$775K
TA
234
TFB Advisors
Kansas
$770K
PFPT
235
Pinnacle Financial Partners (Tennessee)
Tennessee
$757K
P
236
&Partners
Tennessee
$755K
Invesco
237
Invesco
Georgia
$754K
PCA
238
Prosperity Capital Advisors
Ohio
$747K
SI
239
Stephens Inc
Arkansas
$743K
M&T Bank
240
M&T Bank
New York
$733K
LCWP
241
Legacy Capital Wealth Partners
Arkansas
$722K
Comerica Bank
242
Comerica Bank
Texas
$712K
JP Morgan Chase
243
JP Morgan Chase
New York
$708K
MWM
244
Maridea Wealth Management
New York
$706K
CMMS
245
Comprehensive Money Management Services
Florida
$702K
Fidelity Investments
246
Fidelity Investments
Massachusetts
$697K
LFA
247
Laraway Financial Advisors
Minnesota
$696K
CAI
248
Capital Advisors Inc
Oklahoma
$692K
BAM
249
Belpointe Asset Management
Nevada
$687K
GM
250
GeoWealth Management
Illinois
$677K