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State Street SPDR Bloomberg Convertible Securities ETF

493 hedge funds and large institutions have $3.07B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 63 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 → $3.07B (-$144M)

2.23% less ownership

Funds ownership: 68.97%66.74% (-2.2%)

73% less call options, than puts

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

Holders
493
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
DADC
251
D.A. Davidson & Co
Montana
$656K
WA
252
Waystone Advisors
Washington
$642K
FIA
253
Foundations Investment Advisors
Arizona
$637K
WMR
254
Wealth Management Resources
Rhode Island
$629K
WB
255
Webster Bank
Connecticut
$624K
CWM
256
Connecticut Wealth Management
Connecticut
$624K
Cerity Partners
257
Cerity Partners
New York
$617K
TCA
258
Trifecta Capital Advisors
Illinois
$610K
BRWM
259
Blue Rock Wealth Management
North Carolina
$606K
SCG
260
Sonata Capital Group
Washington
$583K
FBB
261
Fulton Breakefield Broenniman
Maryland
$574K
FWA
262
FORM Wealth Advisors
Wisconsin
$563K
CPL
263
CAP Partners LLC
Tennessee
$560K
SCA
264
Snowden Capital Advisors
New York
$545K
LWM
265
LongView Wealth Management
Georgia
$536K
AAS
266
Annex Advisory Services
Wisconsin
$534K
AWE
267
Avidian Wealth Enterprises
Texas
$512K
KA
268
Kovack Advisors
Florida
$509K
EFL
269
ERn Financial LLC
Wisconsin
$500K
RW
270
RVW Wealth
California
$492K
TW
271
Trajan Wealth
Arizona
$488K
EWA
272
EverSource Wealth Advisors
Alabama
$483K
MCM
273
MV Capital Management
Maryland
$482K
SWP
274
Sagespring Wealth Partners
Tennessee
$479K
CAG
275
Csenge Advisory Group
Florida
$468K