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State Street SPDR Bloomberg Convertible Securities ETF

500 hedge funds and large institutions have $3.08B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 69 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 → $3.08B (-$136M)

2.16% less ownership

Funds ownership: 68.97%66.82% (-2.2%)

73% less call options, than puts

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

Holders
500
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
HIA
426
Harbor Investment Advisory
Maryland
$53K
CFD
427
Creative Financial Designs
Indiana
$52.3K
SMA
428
Sage Mountain Advisors
Georgia
$50.8K
RF
429
Roxbury Financial
New Jersey
$49.5K
FRA
430
Front Row Advisors
California
$48.2K
SWA
431
SOA Wealth Advisors
New York
$47.8K
ACA
432
Aptus Capital Advisors
Alabama
$47.7K
CWM
433
Copia Wealth Management
Oregon
$42.9K
HWP
434
Highline Wealth Partners
California
$39.2K
CT
435
Colonial Trust
South Carolina
$38K
AGWCA
436
Annis Gardner Whiting Capital Advisors
Florida
$36.4K
CT
437
Caldwell Trust
Florida
$35.7K
SIS
438
Sound Income Strategies
Florida
$35.7K
FFA
439
Frazier Financial Advisors
Ohio
$35.6K
NB
440
NBT Bank
New York
$33.4K
CTB
441
Country Trust Bank
Illinois
$33K
RLIM
442
Red Lighthouse Investment Management
New York
$31.3K
FCAS
443
First Command Advisory Services
Texas
$31.3K
AAP
444
Arax Advisory Partners
Colorado
$30.1K
FPF
445
First Pacific Financial
Washington
$29.5K
BWM
446
Benson Wealth Management
Tennessee
$27.1K
BTI
447
Blue Trust Inc
Georgia
$26.8K
HPWM
448
High Point Wealth Management
New Jersey
$25.5K
CFFP
449
Center for Financial Planning
Michigan
$25.3K
TCM
450
Tradewinds Capital Management
Washington
$24.4K