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State Street SPDR Bloomberg Convertible Securities ETF

475 hedge funds and large institutions have $3.2B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 153 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:

1.79% more ownership

Funds ownership: 66.85%68.64% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

87% less call options, than puts

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

Holders
475
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
WB
251
Webster Bank
Connecticut
$633K
CWM
252
Connecticut Wealth Management
Connecticut
$633K
TCA
253
Trifecta Capital Advisors
Illinois
$619K
WMR
254
Wealth Management Resources
Rhode Island
$613K
HPC
255
Hobart Private Capital
North Carolina
$603K
SCG
256
Sonata Capital Group
Washington
$591K
SCA
257
Snowden Capital Advisors
New York
$590K
Cerity Partners
258
Cerity Partners
New York
$590K
FBB
259
Fulton Breakefield Broenniman
Maryland
$585K
CFIM
260
Client First Investment Management
Wisconsin
$578K
PCM
261
Prelude Capital Management
New York
$573K
CPL
262
CAP Partners LLC
Tennessee
$567K
SWP
263
Stratos Wealth Partners
Ohio
$556K
BRWM
264
Blue Rock Wealth Management
North Carolina
$547K
AWE
265
Avidian Wealth Enterprises
Texas
$526K
KA
266
Kovack Advisors
Florida
$523K
LWM
267
LongView Wealth Management
Georgia
$519K
EFL
268
ERn Financial LLC
Wisconsin
$507K
RW
269
RVW Wealth
California
$499K
SWP
270
Sagespring Wealth Partners
Tennessee
$495K
AG
271
Ascent Group
Virginia
$488K
CAG
272
Csenge Advisory Group
Florida
$488K
GEA
273
Glen Eagle Advisors
New Jersey
$476K
FA
274
Faithward Advisors
Pennsylvania
$469K
TW
275
Trajan Wealth
Arizona
$465K