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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
VPP
376
Vertex Planning Partners
Illinois
$205K
DAS
377
Diversify Advisory Services
Utah
$204K
GCIA
378
Gabelli & Co Investment Advisers
New York
$204K
UCB
379
United Community Bank
South Carolina
$183K
ASN
380
Advisory Services Network
Georgia
$172K
CIAS
381
Capital Investment Advisory Services
North Carolina
$163K
EB
382
Eastern Bank
Massachusetts
$136K
OHWP
383
Oak Harbor Wealth Partners
North Carolina
$136K
HFS
384
Hughes Financial Services
Virginia
$132K
HBW
385
Hazlett, Burt & Watson
West Virginia
$132K
HI
386
Harbour Investments
Wisconsin
$125K
CFB
387
Cullen/Frost Bankers
Texas
$121K
TF
388
Tompkins Financial
New York
$118K
MA
389
MCF Advisors
Kentucky
$118K
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$111K
OC
391
Oakworth Capital
Alabama
$108K
DJSG
392
D.J. St. Germain
Massachusetts
$103K
EWM
393
EPG Wealth Management
Georgia
$98.5K
MSG
394
Main Street Group
Virginia
$96.2K
CPG
395
Cornerstone Planning Group
New Jersey
$94.8K
DF
396
Dunhill Financial
United Kingdom
$93.7K
RF
397
Rossby Financial
Florida
$91.7K
FFWM
398
Future Financial Wealth Management
Ohio
$90.5K
AT
399
Arlington Trust
Alabama
$90.5K
SS
400
SBI Securities
Japan
$88.8K