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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
AAP
451
Arax Advisory Partners
Colorado
$30.1K +$30.6K +337 New
FPF
452
First Pacific Financial
Washington
$29.5K +$91 +1 +0.3%
BWM
453
Benson Wealth Management
Tennessee
$27.1K +$27.6K +304 New
BTI
454
Blue Trust Inc
Georgia
$26.8K
HPWM
455
High Point Wealth Management
New Jersey
$25.5K +$26K +286 New
CFFP
456
Center for Financial Planning
Michigan
$25.3K
TCM
457
Tradewinds Capital Management
Washington
$24.4K
KFG
458
Kingdom Financial Group
Arizona
$24.1K +$24.5K +270 New
PSFG
459
Park Square Financial Group
Georgia
$22.6K +$3.09K +34 +13%
PCA
460
Providence Capital Advisors
North Carolina
$22.3K
PWPS
461
Pinnacle Wealth Planning Services
Ohio
$22.1K +$22.5K +248 New
FPB
462
First PREMIER Bank
South Dakota
$22K
SC
463
Solstein Capital
California
$21.4K
EPG
464
Estate Planners Group
Pennsylvania
$21.3K +$21.7K +239 New
MEG
465
Millstone Evans Group
Colorado
$20.5K
AIP
466
Ameritas Investment Partners
Nebraska
$20K +$91 +1 +0.4%
MWM
467
MGB Wealth Management
Texas
$19.6K +$91 +1 +0.5%
AC
468
AlphaCore Capital
California
$18.9K +$91 +1 +0.5%
FDCDDQ
469
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K
GPFA
470
Game Plan Financial Advisors
Ohio
$18K +$18.4K +202 New
GCM
471
Gables Capital Management
Florida
$17.8K
GBT
472
Grove Bank & Trust
Florida
$17.8K
HWA
473
HHM Wealth Advisors
Tennessee
$17.8K
NSG
474
Nalls Sherbakoff Group
Tennessee
$17.7K
MCM
475
Manchester Capital Management
Vermont
$14.8K +$15.1K +166 New