CWB icon

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
CPA
301
Cardiff Park Advisors
California
$362K
FRA
302
Frank Rimerman Advisors
California
$362K
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$356K
KSWA
304
Kathleen S. Wright Associates
Pennsylvania
$353K
DWM
305
Diversify Wealth Management
Utah
$353K
FHC
306
First Heartland Consultants
Missouri
$352K
MWM
307
Mascagni Wealth Management
Mississippi
$352K
CA
308
CoreCap Advisors
Michigan
$348K
MT
309
Midwest Trust
Kansas
$345K
Lido Advisors
310
Lido Advisors
California
$342K
Calamos Advisors
311
Calamos Advisors
Illinois
$336K
XT
312
XTX Topco
Cayman Islands
$335K
PWG
313
Portside Wealth Group
Utah
$331K
FWM
314
Focused Wealth Management
New York
$331K
DWS
315
Discipline Wealth Solutions
South Carolina
$330K
Baird Financial Group
316
Baird Financial Group
Wisconsin
$323K
SC
317
Savant Capital
Illinois
$321K
BPA
318
Beacon Pointe Advisors
California
$318K
BFO
319
Boston Family Office
Massachusetts
$318K
MFG
320
Merit Financial Group
Georgia
$312K
AWA
321
Arkadios Wealth Advisors
Georgia
$312K
PWP
322
Principle Wealth Partners
Connecticut
$309K
VAG
323
VisionPoint Advisory Group
Texas
$309K
BAM
324
BTS Asset Management
Massachusetts
$306K
MC
325
Moors & Cabot
Massachusetts
$306K