CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

479 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 66 funds opening new positions, 141 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:

1.99% more ownership

Funds ownership: 66.92%68.91% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
479
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
ACA
426
Aptus Capital Advisors
Alabama
$46.9K
PG
427
Proffitt & Goodson
Tennessee
$38.9K
CT
428
Colonial Trust
South Carolina
$38.6K
CT
429
Caldwell Trust
Florida
$36.2K
FFA
430
Frazier Financial Advisors
Ohio
$36.1K
MG
431
Mather Group
Illinois
$34.7K
NB
432
NBT Bank
New York
$33.8K
FCAS
433
First Command Advisory Services
Texas
$31.8K
RLIM
434
Red Lighthouse Investment Management
New York
$31.8K
BWAM
435
Boyd Watterson Asset Management
Ohio
$30.2K
FPF
436
First Pacific Financial
Washington
$29.7K
PA
437
Pineridge Advisors
Missouri
$28K
BTI
438
Blue Trust Inc
Georgia
$27.1K
SIS
439
Sound Income Strategies
Florida
$26.3K
CFFP
440
Center for Financial Planning
Michigan
$25.7K
TCM
441
Tradewinds Capital Management
Washington
$24.8K
PSFG
442
Park Square Financial Group
Georgia
$23.2K
FPB
443
First PREMIER Bank
South Dakota
$23K
PCA
444
Providence Capital Advisors
North Carolina
$22.6K
SC
445
Solstein Capital
California
$21.7K
MEG
446
Millstone Evans Group
Colorado
$20.8K
AIP
447
Ameritas Investment Partners
Nebraska
$20.2K
MWM
448
MGB Wealth Management
Texas
$19.8K
AC
449
AlphaCore Capital
California
$19.1K
FDCDDQ
450
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19K