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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
CIC
376
Carnegie Investment Counsel
Ohio
$212K
CFG
377
Citizens Financial Group
Rhode Island
$210K
IHL
378
Investment House LLC
California
$207K
GFL
379
Granite FO LLC
New Hampshire
$206K
VPP
380
Vertex Planning Partners
Illinois
$205K
DAS
381
Diversify Advisory Services
Utah
$204K
GCIA
382
Gabelli & Co Investment Advisers
New York
$204K
UCB
383
United Community Bank
South Carolina
$183K
ASN
384
Advisory Services Network
Georgia
$172K
CIAS
385
Capital Investment Advisory Services
North Carolina
$163K
SSA
386
SSA Swiss Advisors
$154K
OHWP
387
Oak Harbor Wealth Partners
North Carolina
$136K
EB
388
Eastern Bank
Massachusetts
$136K
HFS
389
Hughes Financial Services
Virginia
$132K
HBW
390
Hazlett, Burt & Watson
West Virginia
$132K
HI
391
Harbour Investments
Wisconsin
$125K
CFB
392
Cullen/Frost Bankers
Texas
$121K
TF
393
Tompkins Financial
New York
$118K
MA
394
MCF Advisors
Kentucky
$118K
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$111K
OC
396
Oakworth Capital
Alabama
$108K
DJSG
397
D.J. St. Germain
Massachusetts
$103K
EWM
398
EPG Wealth Management
Georgia
$98.5K
MSG
399
Main Street Group
Virginia
$96.2K
CPG
400
Cornerstone Planning Group
New Jersey
$94.8K