CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

479 hedge funds and large institutions have $3.21B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 141 increasing their positions, 156 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:

1.99% more ownership

Funds ownership: 66.92%68.91% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
479
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
CAG
276
Csenge Advisory Group
Florida
$488K
GEA
277
Glen Eagle Advisors
New Jersey
$476K
FA
278
Faithward Advisors
Pennsylvania
$469K
TW
279
Trajan Wealth
Arizona
$465K
CST
280
Charles Schwab Trust
Nevada
$462K
SWM
281
Spire Wealth Management
Virginia
$461K
CSP
282
Cary Street Partners
Virginia
$449K
WAM
283
WFA Asset Management
Wisconsin
$447K
DWM
284
Dakota Wealth Management
Florida
$441K
CAC
285
Certified Advisory Corp
Florida
$439K
BOS
286
Bank of Stockton
California
$425K
DWAM
287
Duncan Williams Asset Management
Tennessee
$422K
OPA
288
Old Port Advisors
Maine
$417K
DWA
289
Dorsey Wright & Associates
California
$414K
AWA
290
Acorn Wealth Advisors
Michigan
$404K
MIA
291
MeadowBrook Investment Advisors
Michigan
$399K
GTAM
292
Global Trust Asset Management
Florida
$387K
PCS
293
Personal CFO Solutions
New Jersey
$386K
EFG
294
Embree Financial Group
Illinois
$381K
DA
295
Detalus Advisors
Missouri
$377K
PCIA
296
Prime Capital Investment Advisors
Kansas
$373K
Citadel Advisors
297
Citadel Advisors
Florida
$373K
IAIM
298
International Assets Investment Management
Florida
$372K
SC
299
Seldon Capital
California
$368K
BIA
300
Bigelow Investment Advisors
Maine
$366K