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State Street SPDR Bloomberg Convertible Securities ETF

475 hedge funds and large institutions have $3.2B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 153 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:

1.79% more ownership

Funds ownership: 66.85%68.64% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

87% less call options, than puts

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

Holders
475
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
PK
451
Pflug Koory
Nebraska
$13.6K
TCM
452
Triumph Capital Management
Colorado
$13.6K
GWP
453
Gen-Wealth Partners
Michigan
$11.8K
BlackRock
454
BlackRock
New York
$11K
SR
455
Syntax Research
Florida
$11K
SVWA
456
Sarver Vrooman Wealth Advisors
Missouri
$10.5K
OP
457
ORG Partners
Indiana
$9.96K
MDCM
458
Morgan Dempsey Capital Management
Wisconsin
$9.05K
SGK
459
Steigerwald Gordon & Koch
Virginia
$9.05K
CAL
460
Capital Analysts LLC
Pennsylvania
$9K
1IA
461
1620 Investment Advisors
Massachusetts
$8.78K
SA
462
Strategic Advocates
Utah
$8.24K
HFS
463
Hantz Financial Services
Michigan
$8K
BC
464
Barrett & Company
Rhode Island
$6.06K
TCM
465
TD Capital Management
Tennessee
$5.68K
FLP
466
Financial Life Planners
Arizona
$5.59K
AA
467
Ancora Advisors
Ohio
$4.98K
PWMG
468
Private Wealth Management Group
New Jersey
$4.43K
NFSG
469
Newbridge Financial Services Group
Florida
$3.46K
Q1WB
470
Quest 10 Wealth Builders
Virginia
$2.26K
VNA
471
Valley National Advisers
Pennsylvania
$2K
AFWM
472
Abich Financial Wealth Management
Virginia
$1.99K
TRCT
473
Tower Research Capital (TRC)
New York
$905
KWM
474
Kiker Wealth Management
Georgia
$724
T
475
Tidemark
California
$543