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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
DWS
326
Discipline Wealth Solutions
South Carolina
$333K +$7.82K +86 +2%
PCS
327
Personal CFO Solutions
New Jersey
$329K -$53K -583 -14%
FWM
328
Focused Wealth Management
New York
$325K -$364 -4 -0.1%
GGS
329
Galvin Gaustad & Stein
Arizona
$321K +$327K +3,600 New
Baird Financial Group
330
Baird Financial Group
Wisconsin
$319K
Qube Research & Technologies (QRT)
331
Qube Research & Technologies (QRT)
United Kingdom
$316K +$85.6K +942 +36%
BFO
332
Boston Family Office
Massachusetts
$313K
SC
333
Savant Capital
Illinois
$312K -$4.18K -46 -1%
CA
334
CoreCap Advisors
Michigan
$311K -$32.8K -361 -9%
AWA
335
Arkadios Wealth Advisors
Georgia
$309K +$1.18K +13 +0.4%
PWP
336
Principle Wealth Partners
Connecticut
$305K
CWM
337
CCG Wealth Management
California
$301K
PTC
338
Private Trust Company
Ohio
$298K
MCC
339
Money Concepts Capital
Florida
$298K +$10.2K +112 +3%
VAG
340
VisionPoint Advisory Group
Texas
$297K -$7K -77 -2%
APW
341
Austin Private Wealth
Texas
$294K +$17.5K +192 +6%
9FG
342
93 Financial Group
Massachusetts
$293K +$298K +3,282 New
BFG
343
Berger Financial Group
Minnesota
$292K +$91 +1 +0%
IW
344
Instrumental Wealth
Florida
$291K -$2.09K -23 -0.7%
HW
345
Hancock Whitney
Mississippi
$288K
CI
346
CX Institutional
Indiana
$284K -$676K -7,441 -70%
BCG
347
Breakwater Capital Group
New Jersey
$278K
CF
348
Centaurus Financial
California
$278K +$33.5K +369 +13%
WAM
349
Worth Asset Management
Texas
$277K -$14.6K -161 -5%
BHBT
350
Burke & Herbert Bank & Trust
Virginia
$277K -$13.6K -150 -5%