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State Street SPDR Bloomberg Convertible Securities ETF

483 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 68 funds opening new positions, 142 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:

2.01% more ownership

Funds ownership: 66.96%68.97% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
483
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
MCM
276
MV Capital Management
Maryland
$489K
AG
277
Ascent Group
Virginia
$488K
CAG
278
Csenge Advisory Group
Florida
$488K
GEA
279
Glen Eagle Advisors
New Jersey
$476K
FA
280
Faithward Advisors
Pennsylvania
$469K
TW
281
Trajan Wealth
Arizona
$465K
CST
282
Charles Schwab Trust
Nevada
$462K
SWM
283
Spire Wealth Management
Virginia
$461K
CSP
284
Cary Street Partners
Virginia
$449K
WAM
285
WFA Asset Management
Wisconsin
$447K
DWM
286
Dakota Wealth Management
Florida
$441K
CAC
287
Certified Advisory Corp
Florida
$439K
BOS
288
Bank of Stockton
California
$425K
DWAM
289
Duncan Williams Asset Management
Tennessee
$422K
OPA
290
Old Port Advisors
Maine
$417K
DWA
291
Dorsey Wright & Associates
California
$414K
AWA
292
Acorn Wealth Advisors
Michigan
$404K
MIA
293
MeadowBrook Investment Advisors
Michigan
$399K
GTAM
294
Global Trust Asset Management
Florida
$387K
PCS
295
Personal CFO Solutions
New Jersey
$386K
EFG
296
Embree Financial Group
Illinois
$381K
DA
297
Detalus Advisors
Missouri
$377K
PCIA
298
Prime Capital Investment Advisors
Kansas
$373K
Citadel Advisors
299
Citadel Advisors
Florida
$373K
IAIM
300
International Assets Investment Management
Florida
$372K