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State Street SPDR Bloomberg Convertible Securities ETF

507 hedge funds and large institutions have $3.09B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 486507 (+21)

4% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 152

4% less capital invested

Capital invested by funds: $3.22B → $3.09B (-$126M)

1.93% less ownership

Funds ownership: 69.01%67.08% (-1.9%)

73% less call options, than puts

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

Holders
507
Holders Change
+21
Holders Change %
+4.32%
% of All Funds
6.17%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.28%
New
74
Increased
158
Reduced
152
Closed
41
Calls
$366K
Puts
$1.34M
Net Calls
-$972K
Net Calls Change
+$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
226
Telos Capital Management
California
$890K -$25K -275 -3%
KPWS
227
Kestra Private Wealth Services
Texas
$883K -$455 -5 -0.1%
OFS
228
OneAscent Financial Services
Alabama
$880K -$313K -3,442 -26%
FMC
229
First Merchants Corp
Indiana
$862K -$56.5K -622 -6%
HGWM
230
Horst & Graben Wealth Management
Oregon
$858K +$59.4K +653 +7%
PFPG
231
Pinnacle Financial Partners (Georgia)
Georgia
$853K +$870K +9,567 New
LKWM
232
Lee-Kelleher Wealth Management
Maryland
$847K
RT
233
Rockland Trust
Massachusetts
$829K
KFI
234
Key Financial Inc
Pennsylvania
$822K
SP
235
Stablepoint Partners
Massachusetts
$817K +$10.1K +111 +1%
SWM
236
SeaCrest Wealth Management
New York
$814K -$42.7K -470 -5%
GM
237
GeoWealth Management
Illinois
$810K +$145K +1,595 +21%
PFA
238
Portland Financial Advisors
New York
$796K
HPC
239
Hobart Private Capital
North Carolina
$794K +$204K +2,240 +34%
RM
240
RCW Management
Florida
$781K +$796K +8,751 New
FFA
241
Farther Finance Advisors
California
$739K -$48K -528 -6%
TA
242
TFB Advisors
Kansas
$733K -$6.64K -73 -0.9%
M&T Bank
243
M&T Bank
New York
$723K
PA
244
Pinnacle Associates
New York
$712K -$75K -825 -9%
JP Morgan Chase
245
JP Morgan Chase
New York
$708K +$9.64K +106 +1%
Comerica Bank
246
Comerica Bank
Texas
$697K -$4.54K -50 -0.6%
SI
247
Stephens Inc
Arkansas
$693K -$39.7K -437 -5%
SFP
248
Strategic Financial Partners
Oregon
$693K +$36.2K +398 +5%
CMMS
249
Comprehensive Money Management Services
Florida
$692K
CAI
250
Capital Advisors Inc
Oklahoma
$682K