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State Street SPDR Bloomberg Convertible Securities ETF

475 hedge funds and large institutions have $3.2B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 153 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:

1.79% more ownership

Funds ownership: 66.85%68.64% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

87% less call options, than puts

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

Holders
475
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
MG
426
Mather Group
Illinois
$34.7K
NB
427
NBT Bank
New York
$33.8K
FCAS
428
First Command Advisory Services
Texas
$31.8K
RLIM
429
Red Lighthouse Investment Management
New York
$31.8K
BWAM
430
Boyd Watterson Asset Management
Ohio
$30.2K
FPF
431
First Pacific Financial
Washington
$29.7K
PA
432
Pineridge Advisors
Missouri
$28K
BTI
433
Blue Trust Inc
Georgia
$27.1K
SIS
434
Sound Income Strategies
Florida
$26.3K
CFFP
435
Center for Financial Planning
Michigan
$25.7K
TCM
436
Tradewinds Capital Management
Washington
$24.8K
PSFG
437
Park Square Financial Group
Georgia
$23.2K
FPB
438
First PREMIER Bank
South Dakota
$23K
PCA
439
Providence Capital Advisors
North Carolina
$22.6K
SC
440
Solstein Capital
California
$21.7K
MEG
441
Millstone Evans Group
Colorado
$20.8K
AIP
442
Ameritas Investment Partners
Nebraska
$20.2K
MWM
443
MGB Wealth Management
Texas
$19.8K
AC
444
AlphaCore Capital
California
$19.1K
FDCDDQ
445
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19K
GBT
446
Grove Bank & Trust
Florida
$18.1K
GCM
447
Gables Capital Management
Florida
$18.1K
HWA
448
HHM Wealth Advisors
Tennessee
$18K
CFD
449
Creative Financial Designs
Indiana
$14.6K
FFA
450
Founders Financial Alliance
North Carolina
$14.2K