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State Street SPDR Bloomberg Convertible Securities ETF

500 hedge funds and large institutions have $3.08B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 69 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 → $3.08B (-$136M)

2.16% less ownership

Funds ownership: 68.97%66.82% (-2.2%)

73% less call options, than puts

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

Holders
500
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
HGWM
226
Horst & Graben Wealth Management
Oregon
$858K
PFPG
227
Pinnacle Financial Partners (Georgia)
Georgia
$853K
LKWM
228
Lee-Kelleher Wealth Management
Maryland
$847K
RT
229
Rockland Trust
Massachusetts
$829K
KFI
230
Key Financial Inc
Pennsylvania
$822K
SP
231
Stablepoint Partners
Massachusetts
$817K
SWM
232
SeaCrest Wealth Management
New York
$814K
GM
233
GeoWealth Management
Illinois
$810K
PFA
234
Portland Financial Advisors
New York
$796K
HPC
235
Hobart Private Capital
North Carolina
$794K
RM
236
RCW Management
Florida
$781K
FFA
237
Farther Finance Advisors
California
$739K
TA
238
TFB Advisors
Kansas
$733K
M&T Bank
239
M&T Bank
New York
$723K
PA
240
Pinnacle Associates
New York
$712K
JP Morgan Chase
241
JP Morgan Chase
New York
$708K
Comerica Bank
242
Comerica Bank
Texas
$697K
SI
243
Stephens Inc
Arkansas
$693K
SFP
244
Strategic Financial Partners
Oregon
$693K
CMMS
245
Comprehensive Money Management Services
Florida
$692K
CAI
246
Capital Advisors Inc
Oklahoma
$682K
Invesco
247
Invesco
Georgia
$681K
MWM
248
Maridea Wealth Management
New York
$680K
AAS
249
Ameritas Advisory Services
Nebraska
$669K
AWAU
250
Alliance Wealth Advisors (Utah)
Utah
$659K