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State Street SPDR Bloomberg Convertible Securities ETF

493 hedge funds and large institutions have $3.07B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 63 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 → $3.07B (-$144M)

2.23% less ownership

Funds ownership: 68.97%66.74% (-2.2%)

73% less call options, than puts

Call options by funds: $366K | Put options by funds: $1.34M

Holders
493
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
CIBC World Market
351
CIBC World Market
Ontario, Canada
$263K
MC
352
Moors & Cabot
Massachusetts
$261K
Fisher Asset Management
353
Fisher Asset Management
Washington
$261K
CTFG
354
Capstone Triton Financial Group
Oklahoma
$256K
GVAG
355
Great Valley Advisor Group
Delaware
$255K
NP
356
NorthRock Partners
Minnesota
$254K
NL
357
NVWM LLC
Pennsylvania
$252K
BF
358
BOK Financial
Oklahoma
$251K
FNBT
359
FineMark National Bank & Trust
Florida
$246K
LSWP
360
Liberty Square Wealth Partners
Pennsylvania
$245K
OIA
361
OneDigital Investment Advisors
Kansas
$245K
MWM
362
Meridian Wealth Management
Kentucky
$242K
BBHC
363
Brown Brothers Harriman & Co
New York
$242K
ZF
364
Zhang Financial
Michigan
$236K
CIBC Private Wealth Group
365
CIBC Private Wealth Group
Georgia
$232K
QCIG
366
Quad-Cities Investment Group
Iowa
$231K
PWG
367
Portside Wealth Group
Utah
$231K
WFA
368
Wells Financial Advisors
Massachusetts
$229K
NG
369
Norden Group
Utah
$225K
MKA
370
M. Kulyk & Associates
Georgia
$223K
KCFA
371
Key Client Fiduciary Advisors
New Jersey
$221K
SS
372
Sunbelt Securities
Texas
$217K
ACM
373
Absolute Capital Management
Pennsylvania
$216K
BWL
374
Bogart Wealth LLC
Virginia
$215K
NRI
375
NFP Retirement Inc
California
$213K