CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

493 hedge funds and large institutions have $3.07B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less capital invested

Capital invested by funds: $3.21B → $3.07B (-$144M)

2.23% less ownership

Funds ownership: 68.97%66.74% (-2.2%)

73% less call options, than puts

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

Holders
493
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$366K
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
426
Front Row Advisors
California
$48.2K
SWA
427
SOA Wealth Advisors
New York
$47.8K
ACA
428
Aptus Capital Advisors
Alabama
$47.7K
CWM
429
Copia Wealth Management
Oregon
$42.9K
HWP
430
Highline Wealth Partners
California
$39.2K
CT
431
Colonial Trust
South Carolina
$38K
AGWCA
432
Annis Gardner Whiting Capital Advisors
Florida
$36.4K
CT
433
Caldwell Trust
Florida
$35.7K
SIS
434
Sound Income Strategies
Florida
$35.7K
FFA
435
Frazier Financial Advisors
Ohio
$35.6K
NB
436
NBT Bank
New York
$33.4K
CTB
437
Country Trust Bank
Illinois
$33K
RLIM
438
Red Lighthouse Investment Management
New York
$31.3K
FCAS
439
First Command Advisory Services
Texas
$31.3K
AAP
440
Arax Advisory Partners
Colorado
$30.1K
FPF
441
First Pacific Financial
Washington
$29.5K
BWM
442
Benson Wealth Management
Tennessee
$27.1K
BTI
443
Blue Trust Inc
Georgia
$26.8K
HPWM
444
High Point Wealth Management
New Jersey
$25.5K
CFFP
445
Center for Financial Planning
Michigan
$25.3K
TCM
446
Tradewinds Capital Management
Washington
$24.4K
KFG
447
Kingdom Financial Group
Arizona
$24.1K
PSFG
448
Park Square Financial Group
Georgia
$22.6K
PCA
449
Providence Capital Advisors
North Carolina
$22.3K
PWPS
450
Pinnacle Wealth Planning Services
Ohio
$22.1K