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State Street SPDR Bloomberg Convertible Securities ETF

507 hedge funds and large institutions have $3.09B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 486507 (+21)

4% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 152

4% less capital invested

Capital invested by funds: $3.22B → $3.09B (-$126M)

1.93% less ownership

Funds ownership: 69.01%67.08% (-1.9%)

73% less call options, than puts

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

Holders
507
Holders Change
+21
Holders Change %
+4.32%
% of All Funds
6.17%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.28%
New
74
Increased
158
Reduced
152
Closed
41
Calls
$366K
Puts
$1.34M
Net Calls
-$972K
Net Calls Change
+$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
376
Key Client Fiduciary Advisors
New Jersey
$221K
SS
377
Sunbelt Securities
Texas
$217K +$1.09K +12 +0.5%
ACM
378
Absolute Capital Management
Pennsylvania
$216K -$58.7K -646 -21%
BWL
379
Bogart Wealth LLC
Virginia
$215K
NRI
380
NFP Retirement Inc
California
$213K +$4.64K +51 +2%
CIC
381
Carnegie Investment Counsel
Ohio
$210K +$1.09K +12 +0.5%
I
382
INVST
Indiana
$209K -$7.82K -86 -4%
FHC
383
First Heartland Consultants
Missouri
$208K -$142K -1,557 -40%
CFG
384
Citizens Financial Group
Rhode Island
$207K
UWS
385
Unique Wealth Strategies
Illinois
$206K +$210K +2,307 New
DAS
386
Diversify Advisory Services
Utah
$205K -$909 -10 -0.5%
HH
387
Hilltop Holdings
Texas
$204K -$6.84M -75,281 -97%
IHL
388
Investment House LLC
California
$204K
GFL
389
Granite FO LLC
New Hampshire
$203K
VA
390
VestGen Advisors
Illinois
$203K +$207K +2,277 New
VPP
391
Vertex Planning Partners
Illinois
$202K
GCIA
392
Gabelli & Co Investment Advisers
New York
$201K
MWA
393
Medallion Wealth Advisors
Connecticut
$169K +$909 +10 +0.5%
OSAM
394
O'Shaughnessy Asset Management
Connecticut
$168K +$59.5K +654 +53%
MW
395
Merited Wealth
Florida
$163K +$166K +1,826 New
CIAS
396
Capital Investment Advisory Services
North Carolina
$161K
SSA
397
SSA Swiss Advisors
$151K
EB
398
Eastern Bank
Massachusetts
$141K +$7.82K +86 +6%
National Bank of Canada
399
National Bank of Canada
Quebec, Canada
$132K -$709K -7,795 -84%
HBW
400
Hazlett, Burt & Watson
West Virginia
$130K +$182 +2 +0.1%