CWB icon

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
Baird Financial Group
326
Baird Financial Group
Wisconsin
$319K
Qube Research & Technologies (QRT)
327
Qube Research & Technologies (QRT)
United Kingdom
$316K
BFO
328
Boston Family Office
Massachusetts
$313K
SC
329
Savant Capital
Illinois
$312K
CA
330
CoreCap Advisors
Michigan
$311K
AWA
331
Arkadios Wealth Advisors
Georgia
$309K
PWP
332
Principle Wealth Partners
Connecticut
$305K
CWM
333
CCG Wealth Management
California
$301K
PTC
334
Private Trust Company
Ohio
$298K
MCC
335
Money Concepts Capital
Florida
$298K
VAG
336
VisionPoint Advisory Group
Texas
$297K
APW
337
Austin Private Wealth
Texas
$294K
9FG
338
93 Financial Group
Massachusetts
$293K
BFG
339
Berger Financial Group
Minnesota
$292K
IW
340
Instrumental Wealth
Florida
$291K
HW
341
Hancock Whitney
Mississippi
$288K
CI
342
CX Institutional
Indiana
$284K
BCG
343
Breakwater Capital Group
New Jersey
$278K
CF
344
Centaurus Financial
California
$278K
WAM
345
Worth Asset Management
Texas
$277K
BHBT
346
Burke & Herbert Bank & Trust
Virginia
$277K
OPWM
347
Oxinas Partners Wealth Management
Indiana
$269K
AWM
348
Axxcess Wealth Management
California
$268K
UWM
349
Urban Wealth Management
California
$267K
WAG
350
Winthrop Advisory Group
Massachusetts
$266K