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
HWAM
301
Hennion & Walsh Asset Management
New Jersey
$365K
MCCA
302
Mill Creek Capital Advisors
Pennsylvania
$363K
USCWA
303
U.S. Capital Wealth Advisors
Texas
$362K
OCM
304
Orion Capital Management
California
$362K
CPA
305
Cardiff Park Advisors
California
$362K
FRA
306
Frank Rimerman Advisors
California
$362K
WAP
307
Wealthcare Advisory Partners
Pennsylvania
$356K
KSWA
308
Kathleen S. Wright Associates
Pennsylvania
$353K
DWM
309
Diversify Wealth Management
Utah
$353K
FHC
310
First Heartland Consultants
Missouri
$352K
MWM
311
Mascagni Wealth Management
Mississippi
$352K
CA
312
CoreCap Advisors
Michigan
$348K
MT
313
Midwest Trust
Kansas
$345K
Lido Advisors
314
Lido Advisors
California
$342K
Calamos Advisors
315
Calamos Advisors
Illinois
$336K
XT
316
XTX Topco
Cayman Islands
$335K
PWG
317
Portside Wealth Group
Utah
$331K
FWM
318
Focused Wealth Management
New York
$331K
DWS
319
Discipline Wealth Solutions
South Carolina
$330K
Baird Financial Group
320
Baird Financial Group
Wisconsin
$323K
SC
321
Savant Capital
Illinois
$321K
BPA
322
Beacon Pointe Advisors
California
$318K
BFO
323
Boston Family Office
Massachusetts
$318K
MFG
324
Merit Financial Group
Georgia
$312K
AWA
325
Arkadios Wealth Advisors
Georgia
$312K