CWB icon

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
FNBT
351
FineMark National Bank & Trust
Florida
$250K
LSWP
352
Liberty Square Wealth Partners
Pennsylvania
$249K
CF
353
Centaurus Financial
California
$248K
IFWM
354
Institute for Wealth Management
Colorado
$248K
MWM
355
Meridian Wealth Management
Kentucky
$246K
BBHC
356
Brown Brothers Harriman & Co
New York
$245K
IWM
357
IHT Wealth Management
Illinois
$241K
QCIG
358
Quad-Cities Investment Group
Iowa
$240K
Qube Research & Technologies (QRT)
359
Qube Research & Technologies (QRT)
United Kingdom
$235K
Neuberger Berman Group
360
Neuberger Berman Group
New York
$234K
CAM
361
Creekmur Asset Management
Illinois
$233K
WFA
362
Wells Financial Advisors
Massachusetts
$233K
BTWM
363
Baker Tilly Wealth Management
Wisconsin
$232K
NG
364
Norden Group
Utah
$229K
MKA
365
M. Kulyk & Associates
Georgia
$226K
KCFA
366
Key Client Fiduciary Advisors
New Jersey
$224K
SS
367
Sunbelt Securities
Texas
$220K
BWL
368
Bogart Wealth LLC
Virginia
$218K
BWM
369
BAM Wealth Management
Colorado
$217K
CPA
370
Court Place Advisors
Maryland
$217K
TCM
371
Traub Capital Management
Massachusetts
$216K
CIC
372
Carnegie Investment Counsel
Ohio
$212K
CFG
373
Citizens Financial Group
Rhode Island
$210K
IHL
374
Investment House LLC
California
$207K
GFL
375
Granite FO LLC
New Hampshire
$206K