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State Street SPDR Bloomberg Convertible Securities ETF

500 hedge funds and large institutions have $3.08B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 156 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less capital invested

Capital invested by funds: $3.21B → $3.08B (-$136M)

2.16% less ownership

Funds ownership: 68.97%66.82% (-2.2%)

73% less call options, than puts

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

Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$366K
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRI
376
NFP Retirement Inc
California
$213K
CIC
377
Carnegie Investment Counsel
Ohio
$210K
I
378
INVST
Indiana
$209K
FHC
379
First Heartland Consultants
Missouri
$208K
CFG
380
Citizens Financial Group
Rhode Island
$207K
DAS
381
Diversify Advisory Services
Utah
$205K
HH
382
Hilltop Holdings
Texas
$204K
IHL
383
Investment House LLC
California
$204K
GFL
384
Granite FO LLC
New Hampshire
$203K
VA
385
VestGen Advisors
Illinois
$203K
VPP
386
Vertex Planning Partners
Illinois
$202K
GCIA
387
Gabelli & Co Investment Advisers
New York
$201K
OSAM
388
O'Shaughnessy Asset Management
Connecticut
$168K
MW
389
Merited Wealth
Florida
$163K
CIAS
390
Capital Investment Advisory Services
North Carolina
$161K
SSA
391
SSA Swiss Advisors
$151K
EB
392
Eastern Bank
Massachusetts
$141K
National Bank of Canada
393
National Bank of Canada
Quebec, Canada
$132K
HBW
394
Hazlett, Burt & Watson
West Virginia
$130K
HFS
395
Hughes Financial Services
Virginia
$127K
GTAM
396
Global Trust Asset Management
Florida
$125K
HI
397
Harbour Investments
Wisconsin
$123K
CFB
398
Cullen/Frost Bankers
Texas
$119K
MA
399
MCF Advisors
Kentucky
$116K
OC
400
Oakworth Capital
Alabama
$107K