CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

493 hedge funds and large institutions have $3.07B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less capital invested

Capital invested by funds: $3.21B → $3.07B (-$144M)

2.23% less ownership

Funds ownership: 68.97%66.74% (-2.2%)

73% less call options, than puts

Call options by funds: $366K | Put options by funds: $1.34M

Holders
493
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$366K
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
226
Pinnacle Financial Partners (Georgia)
Georgia
$853K
LKWM
227
Lee-Kelleher Wealth Management
Maryland
$847K
RT
228
Rockland Trust
Massachusetts
$829K
KFI
229
Key Financial Inc
Pennsylvania
$822K
SP
230
Stablepoint Partners
Massachusetts
$817K
SWM
231
SeaCrest Wealth Management
New York
$814K
GM
232
GeoWealth Management
Illinois
$810K
PFA
233
Portland Financial Advisors
New York
$796K
HPC
234
Hobart Private Capital
North Carolina
$794K
RM
235
RCW Management
Florida
$781K
FFA
236
Farther Finance Advisors
California
$739K
TA
237
TFB Advisors
Kansas
$733K
M&T Bank
238
M&T Bank
New York
$723K
PA
239
Pinnacle Associates
New York
$712K
JP Morgan Chase
240
JP Morgan Chase
New York
$708K
Comerica Bank
241
Comerica Bank
Texas
$697K
SI
242
Stephens Inc
Arkansas
$693K
SFP
243
Strategic Financial Partners
Oregon
$693K
CMMS
244
Comprehensive Money Management Services
Florida
$692K
CAI
245
Capital Advisors Inc
Oklahoma
$682K
Invesco
246
Invesco
Georgia
$681K
MWM
247
Maridea Wealth Management
New York
$680K
AAS
248
Ameritas Advisory Services
Nebraska
$669K
AWAU
249
Alliance Wealth Advisors (Utah)
Utah
$659K
LFA
250
Laraway Financial Advisors
Minnesota
$659K