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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
Franklin Resources
401
Franklin Resources
California
$87.7K
AF
402
Advisornet Financial
Minnesota
$84.6K
CTB
403
Country Trust Bank
Illinois
$83.3K
PFM
404
Phillips Financial Management
Indiana
$73.7K
PA
405
Parallel Advisors
California
$72.7K
WPA
406
Wealth Preservation Advisors
Tennessee
$72.4K
AAS
407
Ameritas Advisory Services
Nebraska
$69.2K
AUB
408
Atlantic Union Bankshares
Virginia
$63.4K
ANBT
409
American National Bank & Trust
Texas
$58.4K
FNWA
410
Financial Network Wealth Advisors
Utah
$57.6K
NC
411
North Capital
Utah
$56.9K
RF
412
Robbins Farley
New Hampshire
$55.7K
FMTCOCP
413
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K
IBOK
414
Independence Bank of Kentucky
Kentucky
$54.3K
GMA
415
Glassy Mountain Advisors
Maryland
$52.1K
SMA
416
Sage Mountain Advisors
Georgia
$51.5K
LC
417
Luminist Capital
Michigan
$51K
RF
418
Roxbury Financial
New Jersey
$50K
FRA
419
Front Row Advisors
California
$48.9K
SWA
420
SOA Wealth Advisors
New York
$48.2K
ACA
421
Aptus Capital Advisors
Alabama
$46.9K
PG
422
Proffitt & Goodson
Tennessee
$38.9K
CT
423
Colonial Trust
South Carolina
$38.6K
CT
424
Caldwell Trust
Florida
$36.2K
FFA
425
Frazier Financial Advisors
Ohio
$36.1K