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State Street SPDR Bloomberg Convertible Securities ETF

493 hedge funds and large institutions have $3.07B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 63 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 → $3.07B (-$144M)

2.23% less ownership

Funds ownership: 68.97%66.74% (-2.2%)

73% less call options, than puts

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

Holders
493
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
RF
401
Rossby Financial
Florida
$89.6K
AT
402
Arlington Trust
Alabama
$89.2K
SS
403
SBI Securities
Japan
$88.5K
Franklin Resources
404
Franklin Resources
California
$86.4K
AF
405
Advisornet Financial
Minnesota
$83.8K
DF
406
Dunhill Financial
United Kingdom
$83.4K
SAG
407
SageView Advisory Group
California
$79.1K
WETS
408
Wealth Enhancement Trust Services
South Dakota
$75.5K
PFM
409
Phillips Financial Management
Indiana
$72.6K
PA
410
Parallel Advisors
California
$71.7K
WPA
411
Wealth Preservation Advisors
Tennessee
$71.4K
RF
412
Robbins Farley
New Hampshire
$64K
AUB
413
Atlantic Union Bankshares
Virginia
$62.4K
LC
414
Lavaca Capital
Texas
$62K
LC
415
Luminist Capital
Michigan
$60.1K
AWM
416
Angeles Wealth Management
California
$58.2K
FHA
417
Flagship Harbor Advisors
Massachusetts
$58.1K
ANBT
418
American National Bank & Trust
Texas
$57.5K
FNWA
419
Financial Network Wealth Advisors
Utah
$56.7K
FMTCOCP
420
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K
IBOK
421
Independence Bank of Kentucky
Kentucky
$53.5K
HIA
422
Harbor Investment Advisory
Maryland
$53K
CFD
423
Creative Financial Designs
Indiana
$52.3K
SMA
424
Sage Mountain Advisors
Georgia
$50.8K
RF
425
Roxbury Financial
New Jersey
$49.5K