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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
DWA
301
Dorsey Wright & Associates
California
$371K
MIA
302
MeadowBrook Investment Advisors
Michigan
$368K
PCIA
303
Prime Capital Investment Advisors
Kansas
$368K
SC
304
Seldon Capital
California
$363K
BIA
305
Bigelow Investment Advisors
Maine
$359K
HWAM
306
Hennion & Walsh Asset Management
New Jersey
$358K
CPSAC
307
Chas P. Smith & Associates (CPS)
Florida
$358K
BAM
308
Belpointe Asset Management
Nevada
$357K
OCM
309
Orion Capital Management
California
$357K
CPA
310
Cardiff Park Advisors
California
$357K
FRA
311
Frank Rimerman Advisors
California
$357K
USCWA
312
U.S. Capital Wealth Advisors
Texas
$357K
MCCA
313
Mill Creek Capital Advisors
Pennsylvania
$353K
SI
314
Stirlingshire Investments
New York
$352K
MWM
315
Mascagni Wealth Management
Mississippi
$347K
MFG
316
Merit Financial Group
Georgia
$346K
DWM
317
Diversify Wealth Management
Utah
$345K
AOWM
318
Asset One Wealth Management
Washington
$344K
AWA
319
Acorn Wealth Advisors
Michigan
$343K
Lido Advisors
320
Lido Advisors
California
$342K
MT
321
Midwest Trust
Kansas
$340K
DWS
322
Discipline Wealth Solutions
South Carolina
$333K
PCS
323
Personal CFO Solutions
New Jersey
$329K
FWM
324
Focused Wealth Management
New York
$325K
GGS
325
Galvin Gaustad & Stein
Arizona
$321K