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State Street SPDR Bloomberg Convertible Securities ETF

483 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 68 funds opening new positions, 142 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:

2.01% more ownership

Funds ownership: 66.96%68.97% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
483
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
LC
426
Luminist Capital
Michigan
$51K
RF
427
Roxbury Financial
New Jersey
$50K
FRA
428
Front Row Advisors
California
$48.9K
SWA
429
SOA Wealth Advisors
New York
$48.2K
ACA
430
Aptus Capital Advisors
Alabama
$46.9K
PG
431
Proffitt & Goodson
Tennessee
$38.9K
CT
432
Colonial Trust
South Carolina
$38.6K
CT
433
Caldwell Trust
Florida
$36.2K
FFA
434
Frazier Financial Advisors
Ohio
$36.1K
MG
435
Mather Group
Illinois
$34.7K
NB
436
NBT Bank
New York
$33.8K
FCAS
437
First Command Advisory Services
Texas
$31.8K
RLIM
438
Red Lighthouse Investment Management
New York
$31.8K
BWAM
439
Boyd Watterson Asset Management
Ohio
$30.2K
FPF
440
First Pacific Financial
Washington
$29.7K
PA
441
Pineridge Advisors
Missouri
$28K
BTI
442
Blue Trust Inc
Georgia
$27.1K
SIS
443
Sound Income Strategies
Florida
$26.3K
CFFP
444
Center for Financial Planning
Michigan
$25.7K
TCM
445
Tradewinds Capital Management
Washington
$24.8K
PSFG
446
Park Square Financial Group
Georgia
$23.2K
FPB
447
First PREMIER Bank
South Dakota
$23K
PCA
448
Providence Capital Advisors
North Carolina
$22.6K
SC
449
Solstein Capital
California
$21.7K
MEG
450
Millstone Evans Group
Colorado
$20.8K