We are live on ! Find out more
CWB icon

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
HFS
401
Hughes Financial Services
Virginia
$127K
GTAM
402
Global Trust Asset Management
Florida
$125K -$261K -2,868 -67%
HI
403
Harbour Investments
Wisconsin
$123K
CFB
404
Cullen/Frost Bankers
Texas
$119K
MA
405
MCF Advisors
Kentucky
$116K
OC
406
Oakworth Capital
Alabama
$107K
DJSG
407
D.J. St. Germain
Massachusetts
$98.9K -$3.09K -34 -3%
EWM
408
EPG Wealth Management
Georgia
$97K
RF
409
Rossby Financial
Florida
$89.6K
AT
410
Arlington Trust
Alabama
$89.2K
SS
411
SBI Securities
Japan
$88.5K +$1K +11 +1%
Franklin Resources
412
Franklin Resources
California
$86.4K
AF
413
Advisornet Financial
Minnesota
$83.8K +$455 +5 +0.5%
DF
414
Dunhill Financial
United Kingdom
$83.4K
SAG
415
SageView Advisory Group
California
$79.1K +$80.6K +887 New
WETS
416
Wealth Enhancement Trust Services
South Dakota
$75.5K +$76.9K +846 New
PFM
417
Phillips Financial Management
Indiana
$72.6K
PA
418
Parallel Advisors
California
$71.7K
WPA
419
Wealth Preservation Advisors
Tennessee
$71.4K
USB
420
Union Savings Bank
Connecticut
$68.1K +$69.5K +764 New
RF
421
Robbins Farley
New Hampshire
$64K +$9.18K +101 +16%
AUB
422
Atlantic Union Bankshares
Virginia
$62.4K
LC
423
Lavaca Capital
Texas
$62K +$63.2K +695 New
LC
424
Luminist Capital
Michigan
$60.1K +$10.5K +115 +21%
AWM
425
Angeles Wealth Management
California
$58.2K +$59.4K +653 New