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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
OPWM
351
Oxinas Partners Wealth Management
Indiana
$269K -$2.09M -23,004 -88%
AWM
352
Axxcess Wealth Management
California
$268K +$7.36K +81 +3%
UWM
353
Urban Wealth Management
California
$267K +$272K +2,995 New
WAG
354
Winthrop Advisory Group
Massachusetts
$266K
WP
355
Westmount Partners
California
$263K +$909 +10 +0.3%
CIBC World Market
356
CIBC World Market
Ontario, Canada
$263K
MC
357
Moors & Cabot
Massachusetts
$261K -$40.9K -450 -13%
Fisher Asset Management
358
Fisher Asset Management
Washington
$261K
CTFG
359
Capstone Triton Financial Group
Oklahoma
$256K
GVAG
360
Great Valley Advisor Group
Delaware
$255K -$1.64K -18 -0.6%
NP
361
NorthRock Partners
Minnesota
$254K
NL
362
NVWM LLC
Pennsylvania
$252K +$4.45K +49 +2%
BF
363
BOK Financial
Oklahoma
$251K
FNBT
364
FineMark National Bank & Trust
Florida
$246K
LSWP
365
Liberty Square Wealth Partners
Pennsylvania
$245K
OIA
366
OneDigital Investment Advisors
Kansas
$245K +$249K +2,742 New
MWM
367
Meridian Wealth Management
Kentucky
$242K
BBHC
368
Brown Brothers Harriman & Co
New York
$242K
ZF
369
Zhang Financial
Michigan
$236K +$240K +2,645 New
CIBC Private Wealth Group
370
CIBC Private Wealth Group
Georgia
$232K -$35.4K -389 -13%
QCIG
371
Quad-Cities Investment Group
Iowa
$231K -$5.64K -62 -2%
PWG
372
Portside Wealth Group
Utah
$231K -$96.9K -1,066 -29%
WFA
373
Wells Financial Advisors
Massachusetts
$229K
NG
374
Norden Group
Utah
$225K
MKA
375
M. Kulyk & Associates
Georgia
$223K