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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
LFA
251
Laraway Financial Advisors
Minnesota
$659K
DADC
252
D.A. Davidson & Co
Montana
$656K
WA
253
Waystone Advisors
Washington
$642K
FIA
254
Foundations Investment Advisors
Arizona
$637K
WMR
255
Wealth Management Resources
Rhode Island
$629K
WB
256
Webster Bank
Connecticut
$624K
CWM
257
Connecticut Wealth Management
Connecticut
$624K
Cerity Partners
258
Cerity Partners
New York
$617K
TCA
259
Trifecta Capital Advisors
Illinois
$610K
BRWM
260
Blue Rock Wealth Management
North Carolina
$606K
SCG
261
Sonata Capital Group
Washington
$583K
FBB
262
Fulton Breakefield Broenniman
Maryland
$574K
FWA
263
FORM Wealth Advisors
Wisconsin
$563K
CPL
264
CAP Partners LLC
Tennessee
$560K
SCA
265
Snowden Capital Advisors
New York
$545K
LWM
266
LongView Wealth Management
Georgia
$536K
AAS
267
Annex Advisory Services
Wisconsin
$534K
AWE
268
Avidian Wealth Enterprises
Texas
$512K
KA
269
Kovack Advisors
Florida
$509K
EFL
270
ERn Financial LLC
Wisconsin
$500K
RW
271
RVW Wealth
California
$492K
TW
272
Trajan Wealth
Arizona
$488K
EWA
273
EverSource Wealth Advisors
Alabama
$483K
MCM
274
MV Capital Management
Maryland
$482K
SWP
275
Sagespring Wealth Partners
Tennessee
$479K