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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
LTI
301
Laffer Tengler Investments
Tennessee
$381K +$388K +4,267 New
AG
302
Ascent Group
Virginia
$378K -$105K -1,157 -21%
BPA
303
Beacon Pointe Advisors
California
$378K +$65.3K +718 +20%
EFG
304
Embree Financial Group
Illinois
$375K
DWA
305
Dorsey Wright & Associates
California
$371K -$37.3K -410 -9%
MIA
306
MeadowBrook Investment Advisors
Michigan
$368K -$25.5K -280 -6%
PCIA
307
Prime Capital Investment Advisors
Kansas
$368K +$91 +1 +0%
SC
308
Seldon Capital
California
$363K
BIA
309
Bigelow Investment Advisors
Maine
$359K -$1.64K -18 -0.4%
HWAM
310
Hennion & Walsh Asset Management
New Jersey
$358K -$1.27K -14 -0.3%
CPSAC
311
Chas P. Smith & Associates (CPS)
Florida
$358K +$364K +4,008 New
BAM
312
Belpointe Asset Management
Nevada
$357K -$326K -3,581 -47%
CPA
313
Cardiff Park Advisors
California
$357K
FRA
314
Frank Rimerman Advisors
California
$357K
OCM
315
Orion Capital Management
California
$357K
USCWA
316
U.S. Capital Wealth Advisors
Texas
$357K
MCCA
317
Mill Creek Capital Advisors
Pennsylvania
$353K -$5.18K -57 -1%
SI
318
Stirlingshire Investments
New York
$352K +$358K +3,942 New
MWM
319
Mascagni Wealth Management
Mississippi
$347K +$273 +3 +0.1%
MFG
320
Merit Financial Group
Georgia
$346K +$39.5K +434 +13%
DWM
321
Diversify Wealth Management
Utah
$345K -$8K -88 -2%
AOWM
322
Asset One Wealth Management
Washington
$344K +$333K +3,667 New
AWA
323
Acorn Wealth Advisors
Michigan
$343K -$56K -616 -14%
Lido Advisors
324
Lido Advisors
California
$342K
MT
325
Midwest Trust
Kansas
$340K