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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
CST
276
Charles Schwab Trust
Nevada
$462K
SWM
277
Spire Wealth Management
Virginia
$461K
CSP
278
Cary Street Partners
Virginia
$449K
WAM
279
WFA Asset Management
Wisconsin
$447K
DWM
280
Dakota Wealth Management
Florida
$441K
CAC
281
Certified Advisory Corp
Florida
$439K
BOS
282
Bank of Stockton
California
$425K
DWAM
283
Duncan Williams Asset Management
Tennessee
$422K
OPA
284
Old Port Advisors
Maine
$417K
DWA
285
Dorsey Wright & Associates
California
$414K
AWA
286
Acorn Wealth Advisors
Michigan
$404K
MIA
287
MeadowBrook Investment Advisors
Michigan
$399K
GTAM
288
Global Trust Asset Management
Florida
$387K
PCS
289
Personal CFO Solutions
New Jersey
$386K
EFG
290
Embree Financial Group
Illinois
$381K
DA
291
Detalus Advisors
Missouri
$377K
PCIA
292
Prime Capital Investment Advisors
Kansas
$373K
Citadel Advisors
293
Citadel Advisors
Florida
$373K
IAIM
294
International Assets Investment Management
Florida
$372K
SC
295
Seldon Capital
California
$368K
BIA
296
Bigelow Investment Advisors
Maine
$366K
HWAM
297
Hennion & Walsh Asset Management
New Jersey
$365K
MCCA
298
Mill Creek Capital Advisors
Pennsylvania
$363K
USCWA
299
U.S. Capital Wealth Advisors
Texas
$362K
OCM
300
Orion Capital Management
California
$362K