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State Street SPDR Bloomberg Convertible Securities ETF

479 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 66 funds opening new positions, 141 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:

1.99% more ownership

Funds ownership: 66.92%68.91% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
479
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
GRP
251
Global Retirement Partners
California
$660K
FIA
252
Foundations Investment Advisors
Arizona
$657K
DADC
253
D.A. Davidson & Co
Montana
$656K
IWC
254
Integrated Wealth Concepts
Massachusetts
$655K
WB
255
Webster Bank
Connecticut
$633K
CWM
256
Connecticut Wealth Management
Connecticut
$633K
TCA
257
Trifecta Capital Advisors
Illinois
$619K
WMR
258
Wealth Management Resources
Rhode Island
$613K
HPC
259
Hobart Private Capital
North Carolina
$603K
SCG
260
Sonata Capital Group
Washington
$591K
SCA
261
Snowden Capital Advisors
New York
$590K
Cerity Partners
262
Cerity Partners
New York
$590K
FBB
263
Fulton Breakefield Broenniman
Maryland
$585K
CFIM
264
Client First Investment Management
Wisconsin
$578K
PCM
265
Prelude Capital Management
New York
$573K
CPL
266
CAP Partners LLC
Tennessee
$567K
SWP
267
Stratos Wealth Partners
Ohio
$556K
BRWM
268
Blue Rock Wealth Management
North Carolina
$547K
AWE
269
Avidian Wealth Enterprises
Texas
$526K
KA
270
Kovack Advisors
Florida
$523K
LWM
271
LongView Wealth Management
Georgia
$519K
EFL
272
ERn Financial LLC
Wisconsin
$507K
RW
273
RVW Wealth
California
$499K
SWP
274
Sagespring Wealth Partners
Tennessee
$495K
AG
275
Ascent Group
Virginia
$488K