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State Street SPDR Bloomberg Convertible Securities ETF

493 hedge funds and large institutions have $3.07B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 63 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 → $3.07B (-$144M)

2.23% less ownership

Funds ownership: 68.97%66.74% (-2.2%)

73% less call options, than puts

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

Holders
493
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
MIA
301
MeadowBrook Investment Advisors
Michigan
$368K
PCIA
302
Prime Capital Investment Advisors
Kansas
$368K
SC
303
Seldon Capital
California
$363K
BIA
304
Bigelow Investment Advisors
Maine
$359K
HWAM
305
Hennion & Walsh Asset Management
New Jersey
$358K
CPSAC
306
Chas P. Smith & Associates (CPS)
Florida
$358K
BAM
307
Belpointe Asset Management
Nevada
$357K
USCWA
308
U.S. Capital Wealth Advisors
Texas
$357K
OCM
309
Orion Capital Management
California
$357K
CPA
310
Cardiff Park Advisors
California
$357K
FRA
311
Frank Rimerman Advisors
California
$357K
MCCA
312
Mill Creek Capital Advisors
Pennsylvania
$353K
SI
313
Stirlingshire Investments
New York
$352K
MWM
314
Mascagni Wealth Management
Mississippi
$347K
MFG
315
Merit Financial Group
Georgia
$346K
DWM
316
Diversify Wealth Management
Utah
$345K
AOWM
317
Asset One Wealth Management
Washington
$344K
AWA
318
Acorn Wealth Advisors
Michigan
$343K
Lido Advisors
319
Lido Advisors
California
$342K
MT
320
Midwest Trust
Kansas
$340K
DWS
321
Discipline Wealth Solutions
South Carolina
$333K
PCS
322
Personal CFO Solutions
New Jersey
$329K
FWM
323
Focused Wealth Management
New York
$325K
GGS
324
Galvin Gaustad & Stein
Arizona
$321K
Baird Financial Group
325
Baird Financial Group
Wisconsin
$319K