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State Street SPDR Bloomberg Convertible Securities ETF

507 hedge funds and large institutions have $3.09B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 486507 (+21)

4% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 152

4% less capital invested

Capital invested by funds: $3.22B → $3.09B (-$126M)

1.93% less ownership

Funds ownership: 69.01%67.08% (-1.9%)

73% less call options, than puts

Call options by funds: $366K | Put options by funds: $1.34M

Holders
507
Holders Change
+21
Holders Change %
+4.32%
% of All Funds
6.17%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.28%
New
74
Increased
158
Reduced
152
Closed
41
Calls
$366K
Puts
$1.34M
Net Calls
-$972K
Net Calls Change
+$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
276
Trajan Wealth
Arizona
$488K +$30.9K +340 +7%
EWA
277
EverSource Wealth Advisors
Alabama
$483K -$286K -3,149 -37%
MCM
278
MV Capital Management
Maryland
$482K
SWP
279
Sagespring Wealth Partners
Tennessee
$479K -$9.73K -107 -2%
CAG
280
Csenge Advisory Group
Florida
$468K -$13K -143 -3%
GEA
281
Glen Eagle Advisors
New Jersey
$467K -$1.73K -19 -0.4%
SAW
282
Signal Advisors Wealth
Michigan
$460K +$211K +2,324 +82%
DA
283
Detalus Advisors
Missouri
$458K +$87.5K +963 +23%
LAA
284
Liberty Atlantic Advisors
Texas
$457K +$466K +5,125 New
CWM
285
Calamos Wealth Management
Illinois
$457K +$466K +5,121 New
SWM
286
Spire Wealth Management
Virginia
$455K +$727 +8 +0.2%
FA
287
Faithward Advisors
Pennsylvania
$454K -$7.82K -86 -2%
HI
288
Hyundai Investments
South Korea
$453K +$459K +5,054 New
IWC
289
Integrated Wealth Concepts
Massachusetts
$446K -$203K -2,236 -31%
HOWA
290
Hudson Oak Wealth Advisory
New Jersey
$443K +$451K +4,965 New
DWM
291
Dakota Wealth Management
Florida
$435K
CAC
292
Certified Advisory Corp
Florida
$434K +$1.09K +12 +0.2%
DWAM
293
Duncan Williams Asset Management
Tennessee
$428K -$4.91K -54 -1%
RWP
294
RWA Wealth Partners
Massachusetts
$423K -$7.01M -77,110 -94%
RL
295
Retireful LLC
Michigan
$422K -$1.08M -11,916 -72%
BOS
296
Bank of Stockton
California
$419K
AA
297
AlphaCentric Advisors
Puerto Rico
$417K +$425K +4,678 New
OPA
298
Old Port Advisors
Maine
$404K -$7.09K -78 -2%
IAIM
299
International Assets Investment Management
Florida
$387K -$16.8K -185 -4%
TWM
300
Topsail Wealth Management
North Carolina
$381K +$86.7K +954 +29%