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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
CAG
276
Csenge Advisory Group
Florida
$468K
GEA
277
Glen Eagle Advisors
New Jersey
$467K
SAW
278
Signal Advisors Wealth
Michigan
$460K
DA
279
Detalus Advisors
Missouri
$458K
LAA
280
Liberty Atlantic Advisors
Texas
$457K
CWM
281
Calamos Wealth Management
Illinois
$457K
SWM
282
Spire Wealth Management
Virginia
$455K
FA
283
Faithward Advisors
Pennsylvania
$454K
HI
284
Hyundai Investments
South Korea
$453K
IWC
285
Integrated Wealth Concepts
Massachusetts
$446K
HOWA
286
Hudson Oak Wealth Advisory
New Jersey
$443K
DWM
287
Dakota Wealth Management
Florida
$435K
CAC
288
Certified Advisory Corp
Florida
$434K
DWAM
289
Duncan Williams Asset Management
Tennessee
$428K
RWP
290
RWA Wealth Partners
Massachusetts
$423K
RL
291
Retireful LLC
Michigan
$422K
BOS
292
Bank of Stockton
California
$419K
AA
293
AlphaCentric Advisors
Puerto Rico
$417K
OPA
294
Old Port Advisors
Maine
$404K
IAIM
295
International Assets Investment Management
Florida
$387K
TWM
296
Topsail Wealth Management
North Carolina
$381K
LTI
297
Laffer Tengler Investments
Tennessee
$381K
AG
298
Ascent Group
Virginia
$378K
BPA
299
Beacon Pointe Advisors
California
$378K
EFG
300
Embree Financial Group
Illinois
$375K