CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

483 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 68 funds opening new positions, 142 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:

2.01% more ownership

Funds ownership: 66.96%68.97% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
483
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
GVAG
351
Great Valley Advisor Group
Delaware
$260K
CTFG
352
Capstone Triton Financial Group
Oklahoma
$260K
NP
353
NorthRock Partners
Minnesota
$257K
SAW
354
Signal Advisors Wealth
Michigan
$256K
BF
355
BOK Financial
Oklahoma
$254K
NL
356
NVWM LLC
Pennsylvania
$251K
FNBT
357
FineMark National Bank & Trust
Florida
$250K
LSWP
358
Liberty Square Wealth Partners
Pennsylvania
$249K
CF
359
Centaurus Financial
California
$248K
IFWM
360
Institute for Wealth Management
Colorado
$248K
MWM
361
Meridian Wealth Management
Kentucky
$246K
BBHC
362
Brown Brothers Harriman & Co
New York
$245K
IWM
363
IHT Wealth Management
Illinois
$241K
QCIG
364
Quad-Cities Investment Group
Iowa
$240K
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$235K
Neuberger Berman Group
366
Neuberger Berman Group
New York
$234K
CAM
367
Creekmur Asset Management
Illinois
$233K
WFA
368
Wells Financial Advisors
Massachusetts
$233K
BTWM
369
Baker Tilly Wealth Management
Wisconsin
$232K
NG
370
Norden Group
Utah
$229K
MKA
371
M. Kulyk & Associates
Georgia
$226K
KCFA
372
Key Client Fiduciary Advisors
New Jersey
$224K
I
373
INVST
Indiana
$220K
SS
374
Sunbelt Securities
Texas
$220K
BWL
375
Bogart Wealth LLC
Virginia
$218K