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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
BWM
376
BAM Wealth Management
Colorado
$217K
CPA
377
Court Place Advisors
Maryland
$217K
TCM
378
Traub Capital Management
Massachusetts
$216K
CIC
379
Carnegie Investment Counsel
Ohio
$212K
NRI
380
NFP Retirement Inc
California
$211K
CFG
381
Citizens Financial Group
Rhode Island
$210K
IHL
382
Investment House LLC
California
$207K
GFL
383
Granite FO LLC
New Hampshire
$206K
VPP
384
Vertex Planning Partners
Illinois
$205K
DAS
385
Diversify Advisory Services
Utah
$204K
GCIA
386
Gabelli & Co Investment Advisers
New York
$204K
UCB
387
United Community Bank
South Carolina
$183K
ASN
388
Advisory Services Network
Georgia
$172K
CIAS
389
Capital Investment Advisory Services
North Carolina
$163K
SSA
390
SSA Swiss Advisors
$154K
OHWP
391
Oak Harbor Wealth Partners
North Carolina
$136K
EB
392
Eastern Bank
Massachusetts
$136K
HFS
393
Hughes Financial Services
Virginia
$132K
HBW
394
Hazlett, Burt & Watson
West Virginia
$132K
HI
395
Harbour Investments
Wisconsin
$125K
CFB
396
Cullen/Frost Bankers
Texas
$121K
TF
397
Tompkins Financial
New York
$118K
MA
398
MCF Advisors
Kentucky
$118K
OSAM
399
O'Shaughnessy Asset Management
Connecticut
$111K
OC
400
Oakworth Capital
Alabama
$108K