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State Street SPDR Bloomberg Convertible Securities ETF

479 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 66 funds opening new positions, 141 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:

1.99% more ownership

Funds ownership: 66.92%68.91% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
479
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
NP
351
NorthRock Partners
Minnesota
$257K
SAW
352
Signal Advisors Wealth
Michigan
$256K
BF
353
BOK Financial
Oklahoma
$254K
NL
354
NVWM LLC
Pennsylvania
$251K
FNBT
355
FineMark National Bank & Trust
Florida
$250K
LSWP
356
Liberty Square Wealth Partners
Pennsylvania
$249K
CF
357
Centaurus Financial
California
$248K
IFWM
358
Institute for Wealth Management
Colorado
$248K
MWM
359
Meridian Wealth Management
Kentucky
$246K
BBHC
360
Brown Brothers Harriman & Co
New York
$245K
IWM
361
IHT Wealth Management
Illinois
$241K
QCIG
362
Quad-Cities Investment Group
Iowa
$240K
Qube Research & Technologies (QRT)
363
Qube Research & Technologies (QRT)
United Kingdom
$235K
Neuberger Berman Group
364
Neuberger Berman Group
New York
$234K
CAM
365
Creekmur Asset Management
Illinois
$233K
WFA
366
Wells Financial Advisors
Massachusetts
$233K
BTWM
367
Baker Tilly Wealth Management
Wisconsin
$232K
NG
368
Norden Group
Utah
$229K
MKA
369
M. Kulyk & Associates
Georgia
$226K
KCFA
370
Key Client Fiduciary Advisors
New Jersey
$224K
SS
371
Sunbelt Securities
Texas
$220K
BWL
372
Bogart Wealth LLC
Virginia
$218K
BWM
373
BAM Wealth Management
Colorado
$217K
CPA
374
Court Place Advisors
Maryland
$217K
TCM
375
Traub Capital Management
Massachusetts
$216K