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State Street SPDR Bloomberg Convertible Securities ETF

479 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 66 funds opening new positions, 141 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:

1.99% more ownership

Funds ownership: 66.92%68.91% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 156

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.14M

Holders
479
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
DF
401
Dunhill Financial
United Kingdom
$93.7K
RF
402
Rossby Financial
Florida
$91.7K
FFWM
403
Future Financial Wealth Management
Ohio
$90.5K
AT
404
Arlington Trust
Alabama
$90.5K
SS
405
SBI Securities
Japan
$88.8K
Franklin Resources
406
Franklin Resources
California
$87.7K
AF
407
Advisornet Financial
Minnesota
$84.6K
CTB
408
Country Trust Bank
Illinois
$83.3K
PFM
409
Phillips Financial Management
Indiana
$73.7K
PA
410
Parallel Advisors
California
$72.7K
WPA
411
Wealth Preservation Advisors
Tennessee
$72.4K
AAS
412
Ameritas Advisory Services
Nebraska
$69.2K
AUB
413
Atlantic Union Bankshares
Virginia
$63.4K
ANBT
414
American National Bank & Trust
Texas
$58.4K
FNWA
415
Financial Network Wealth Advisors
Utah
$57.6K
NC
416
North Capital
Utah
$56.9K
RF
417
Robbins Farley
New Hampshire
$55.7K
FMTCOCP
418
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K
IBOK
419
Independence Bank of Kentucky
Kentucky
$54.3K
GMA
420
Glassy Mountain Advisors
Maryland
$52.1K
SMA
421
Sage Mountain Advisors
Georgia
$51.5K
LC
422
Luminist Capital
Michigan
$51K
RF
423
Roxbury Financial
New Jersey
$50K
FRA
424
Front Row Advisors
California
$48.9K
SWA
425
SOA Wealth Advisors
New York
$48.2K