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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
PWP
326
Principle Wealth Partners
Connecticut
$309K
VAG
327
VisionPoint Advisory Group
Texas
$309K
BAM
328
BTS Asset Management
Massachusetts
$306K
MC
329
Moors & Cabot
Massachusetts
$306K
CWM
330
CCG Wealth Management
California
$305K
PTC
331
Private Trust Company
Ohio
$303K
TWM
332
Topsail Wealth Management
North Carolina
$300K
BFG
333
Berger Financial Group
Minnesota
$297K
WAM
334
Worth Asset Management
Texas
$296K
BHBT
335
Burke & Herbert Bank & Trust
Virginia
$295K
MCC
336
Money Concepts Capital
Florida
$292K
HW
337
Hancock Whitney
Mississippi
$292K
IW
338
Instrumental Wealth
Florida
$285K
BCG
339
Breakwater Capital Group
New Jersey
$282K
APW
340
Austin Private Wealth
Texas
$281K
ACM
341
Absolute Capital Management
Pennsylvania
$277K
CIA
342
Concurrent Investment Advisors
Florida
$274K
CIBC Private Wealth Group
343
CIBC Private Wealth Group
Georgia
$271K
WAG
344
Winthrop Advisory Group
Massachusetts
$270K
WP
345
Westmount Partners
California
$268K
CIBC World Market
346
CIBC World Market
Ontario, Canada
$267K
Fisher Asset Management
347
Fisher Asset Management
Washington
$264K
AWM
348
Axxcess Wealth Management
California
$264K
GVAG
349
Great Valley Advisor Group
Delaware
$260K
CTFG
350
Capstone Triton Financial Group
Oklahoma
$260K