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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
DJSG
401
D.J. St. Germain
Massachusetts
$103K
EWM
402
EPG Wealth Management
Georgia
$98.5K
MSG
403
Main Street Group
Virginia
$96.2K
CPG
404
Cornerstone Planning Group
New Jersey
$94.8K
DF
405
Dunhill Financial
United Kingdom
$93.7K
RF
406
Rossby Financial
Florida
$91.7K
FFWM
407
Future Financial Wealth Management
Ohio
$90.5K
AT
408
Arlington Trust
Alabama
$90.5K
SS
409
SBI Securities
Japan
$88.8K
Franklin Resources
410
Franklin Resources
California
$87.7K
AF
411
Advisornet Financial
Minnesota
$84.6K
CTB
412
Country Trust Bank
Illinois
$83.3K
PFM
413
Phillips Financial Management
Indiana
$73.7K
PA
414
Parallel Advisors
California
$72.7K
WPA
415
Wealth Preservation Advisors
Tennessee
$72.4K
AAS
416
Ameritas Advisory Services
Nebraska
$69.2K
AUB
417
Atlantic Union Bankshares
Virginia
$63.4K
ANBT
418
American National Bank & Trust
Texas
$58.4K
FNWA
419
Financial Network Wealth Advisors
Utah
$57.6K
NC
420
North Capital
Utah
$56.9K
RF
421
Robbins Farley
New Hampshire
$55.7K
FMTCOCP
422
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K
IBOK
423
Independence Bank of Kentucky
Kentucky
$54.3K
GMA
424
Glassy Mountain Advisors
Maryland
$52.1K
SMA
425
Sage Mountain Advisors
Georgia
$51.5K