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State Street SPDR Bloomberg Convertible Securities ETF

507 hedge funds and large institutions have $3.09B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 486507 (+21)

4% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 152

4% less capital invested

Capital invested by funds: $3.22B → $3.09B (-$126M)

1.93% less ownership

Funds ownership: 69.01%67.08% (-1.9%)

73% less call options, than puts

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

Holders
507
Holders Change
+21
Holders Change %
+4.32%
% of All Funds
6.17%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.28%
New
74
Increased
158
Reduced
152
Closed
41
Calls
$366K
Puts
$1.34M
Net Calls
-$972K
Net Calls Change
+$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
426
Flagship Harbor Advisors
Massachusetts
$58.1K +$59.1K +650 New
ANBT
427
American National Bank & Trust
Texas
$57.5K
FNWA
428
Financial Network Wealth Advisors
Utah
$56.7K
B
429
Bayban
Minnesota
$56.4K +$57.5K +632 New
FMTCOCP
430
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$54K
IBOK
431
Independence Bank of Kentucky
Kentucky
$53.5K
HIA
432
Harbor Investment Advisory
Maryland
$53K +$54K +594 New
CFD
433
Creative Financial Designs
Indiana
$52.3K +$38.6K +425 +264%
SMA
434
Sage Mountain Advisors
Georgia
$50.8K
RF
435
Roxbury Financial
New Jersey
$49.5K +$91 +1 +0.2%
FRA
436
Front Row Advisors
California
$48.2K
SWA
437
SOA Wealth Advisors
New York
$47.8K +$273 +3 +0.6%
ACA
438
Aptus Capital Advisors
Alabama
$47.7K +$1.54K +17 +3%
CWM
439
Copia Wealth Management
Oregon
$42.9K +$43.7K +481 New
HWP
440
Highline Wealth Partners
California
$39.2K +$40K +440 New
WG
441
Wellington Group
Indiana
$39.2K +$40K +440 New
CT
442
Colonial Trust
South Carolina
$38K
AGWCA
443
Annis Gardner Whiting Capital Advisors
Florida
$36.4K +$37.1K +408 New
CT
444
Caldwell Trust
Florida
$35.7K
SIS
445
Sound Income Strategies
Florida
$35.7K +$8.73K +96 +34%
FFA
446
Frazier Financial Advisors
Ohio
$35.6K
NB
447
NBT Bank
New York
$33.4K
CTB
448
Country Trust Bank
Illinois
$33K -$50K -550 -60%
FCAS
449
First Command Advisory Services
Texas
$31.3K
RLIM
450
Red Lighthouse Investment Management
New York
$31.3K