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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
Invesco
251
Invesco
Georgia
$681K -$63.9K -703 -8%
MWM
252
Maridea Wealth Management
New York
$680K +$1K +11 +0.1%
AAS
253
Ameritas Advisory Services
Nebraska
$669K +$612K +6,737 +881%
AWAU
254
Alliance Wealth Advisors (Utah)
Utah
$659K -$429K -4,720 -39%
LFA
255
Laraway Financial Advisors
Minnesota
$659K -$27.3K -300 -4%
DADC
256
D.A. Davidson & Co
Montana
$656K +$9.09K +100 +1%
WA
257
Waystone Advisors
Washington
$642K +$655K +7,202 New
FIA
258
Foundations Investment Advisors
Arizona
$637K -$10.7K -118 -2%
WMR
259
Wealth Management Resources
Rhode Island
$629K +$25.6K +282 +4%
WB
260
Webster Bank
Connecticut
$624K
CWM
261
Connecticut Wealth Management
Connecticut
$624K
Cerity Partners
262
Cerity Partners
New York
$617K +$36.3K +399 +6%
TCA
263
Trifecta Capital Advisors
Illinois
$610K
BRWM
264
Blue Rock Wealth Management
North Carolina
$606K +$68.2K +750 +12%
SCG
265
Sonata Capital Group
Washington
$583K
FBB
266
Fulton Breakefield Broenniman
Maryland
$574K -$2.73K -30 -0.5%
FWA
267
FORM Wealth Advisors
Wisconsin
$563K +$573K +6,308 New
CPL
268
CAP Partners LLC
Tennessee
$560K +$818 +9 +0.1%
SCA
269
Snowden Capital Advisors
New York
$545K -$37.1K -408 -6%
LWM
270
LongView Wealth Management
Georgia
$536K +$2.18K +24 +0.4%
AAS
271
Annex Advisory Services
Wisconsin
$534K +$544K +5,983 New
AWE
272
Avidian Wealth Enterprises
Texas
$512K -$6.82K -75 -1%
KA
273
Kovack Advisors
Florida
$509K -$5.73K -63 -1%
EFL
274
ERn Financial LLC
Wisconsin
$500K +$545 +6 +0.1%
RW
275
RVW Wealth
California
$492K