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State Street SPDR Bloomberg Convertible Securities ETF

475 hedge funds and large institutions have $3.2B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 153 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:

1.79% more ownership

Funds ownership: 66.85%68.64% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.14M

Holders
475
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
CWM
326
CCG Wealth Management
California
$305K
PTC
327
Private Trust Company
Ohio
$303K
TWM
328
Topsail Wealth Management
North Carolina
$300K
BFG
329
Berger Financial Group
Minnesota
$297K
WAM
330
Worth Asset Management
Texas
$296K
BHBT
331
Burke & Herbert Bank & Trust
Virginia
$295K
MCC
332
Money Concepts Capital
Florida
$292K
HW
333
Hancock Whitney
Mississippi
$292K
IW
334
Instrumental Wealth
Florida
$285K
BCG
335
Breakwater Capital Group
New Jersey
$282K
APW
336
Austin Private Wealth
Texas
$281K
ACM
337
Absolute Capital Management
Pennsylvania
$277K
CIA
338
Concurrent Investment Advisors
Florida
$274K
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$271K
WAG
340
Winthrop Advisory Group
Massachusetts
$270K
WP
341
Westmount Partners
California
$268K
CIBC World Market
342
CIBC World Market
Ontario, Canada
$267K
Fisher Asset Management
343
Fisher Asset Management
Washington
$264K
AWM
344
Axxcess Wealth Management
California
$264K
GVAG
345
Great Valley Advisor Group
Delaware
$260K
CTFG
346
Capstone Triton Financial Group
Oklahoma
$260K
NP
347
NorthRock Partners
Minnesota
$257K
SAW
348
Signal Advisors Wealth
Michigan
$256K
BF
349
BOK Financial
Oklahoma
$254K
NL
350
NVWM LLC
Pennsylvania
$251K