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State Street SPDR Bloomberg Convertible Securities ETF

500 hedge funds and large institutions have $3.08B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 69 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 → $3.08B (-$136M)

2.16% less ownership

Funds ownership: 68.97%66.82% (-2.2%)

73% less call options, than puts

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

Holders
500
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
DJSG
401
D.J. St. Germain
Massachusetts
$98.9K
EWM
402
EPG Wealth Management
Georgia
$97K
RF
403
Rossby Financial
Florida
$89.6K
AT
404
Arlington Trust
Alabama
$89.2K
SS
405
SBI Securities
Japan
$88.5K
Franklin Resources
406
Franklin Resources
California
$86.4K
AF
407
Advisornet Financial
Minnesota
$83.8K
DF
408
Dunhill Financial
United Kingdom
$83.4K
SAG
409
SageView Advisory Group
California
$79.1K
WETS
410
Wealth Enhancement Trust Services
South Dakota
$75.5K
PFM
411
Phillips Financial Management
Indiana
$72.6K
PA
412
Parallel Advisors
California
$71.7K
WPA
413
Wealth Preservation Advisors
Tennessee
$71.4K
USB
414
Union Savings Bank
Connecticut
$68.1K
RF
415
Robbins Farley
New Hampshire
$64K
AUB
416
Atlantic Union Bankshares
Virginia
$62.4K
LC
417
Lavaca Capital
Texas
$62K
LC
418
Luminist Capital
Michigan
$60.1K
AWM
419
Angeles Wealth Management
California
$58.2K
FHA
420
Flagship Harbor Advisors
Massachusetts
$58.1K
ANBT
421
American National Bank & Trust
Texas
$57.5K
FNWA
422
Financial Network Wealth Advisors
Utah
$56.7K
B
423
Bayban
Minnesota
$56.4K
FMTCOCP
424
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K
IBOK
425
Independence Bank of Kentucky
Kentucky
$53.5K