We are live on ! Find out more
CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

486 hedge funds and large institutions have $3.22B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 37

22% more capital invested

Capital invested by funds: $2.63B → $3.22B (+$584M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 467486 (+19)

2.01% more ownership

Funds ownership: 67%69.01% (+2%)

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
486
Holders Change
+19
Holders Change %
+4.07%
% of All Funds
6.38%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
68
Increased
144
Reduced
156
Closed
37
Calls
$815K
Puts
$6.14M
Net Calls
-$5.33M
Net Calls Change
+$357K
Name Holding Trade Value Shares
Change
Change in
Stake
GMA
426
Glassy Mountain Advisors
Maryland
$52.1K +$49.5K +576 New
SMA
427
Sage Mountain Advisors
Georgia
$51.5K
LC
428
Luminist Capital
Michigan
$51K +$23K +267 +91%
RF
429
Roxbury Financial
New Jersey
$50K +$86 +1 +0.2%
FRA
430
Front Row Advisors
California
$48.9K
SWA
431
SOA Wealth Advisors
New York
$48.2K +$172 +2 +0.4%
ACA
432
Aptus Capital Advisors
Alabama
$46.9K
PG
433
Proffitt & Goodson
Tennessee
$38.9K
CT
434
Colonial Trust
South Carolina
$38.6K
CT
435
Caldwell Trust
Florida
$36.2K
FFA
436
Frazier Financial Advisors
Ohio
$36.1K
MG
437
Mather Group
Illinois
$34.7K +$32.9K +383 New
NB
438
NBT Bank
New York
$33.8K
FCAS
439
First Command Advisory Services
Texas
$31.8K
RLIM
440
Red Lighthouse Investment Management
New York
$31.8K
BWAM
441
Boyd Watterson Asset Management
Ohio
$30.2K +$2.15K +25 +8%
FPF
442
First Pacific Financial
Washington
$29.7K +$86 +1 +0.3%
PA
443
Pineridge Advisors
Missouri
$28K
BTI
444
Blue Trust Inc
Georgia
$27.1K
SIS
445
Sound Income Strategies
Florida
$26.3K -$5.93K -69 -20%
CFFP
446
Center for Financial Planning
Michigan
$25.7K
TCM
447
Tradewinds Capital Management
Washington
$24.8K
PSFG
448
Park Square Financial Group
Georgia
$23.2K +$22K +256 New
FPB
449
First PREMIER Bank
South Dakota
$23K
PCA
450
Providence Capital Advisors
North Carolina
$22.6K