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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
KFG
451
Kingdom Financial Group
Arizona
$24.1K
PSFG
452
Park Square Financial Group
Georgia
$22.6K
PCA
453
Providence Capital Advisors
North Carolina
$22.3K
PWPS
454
Pinnacle Wealth Planning Services
Ohio
$22.1K
FPB
455
First PREMIER Bank
South Dakota
$22K
SC
456
Solstein Capital
California
$21.4K
EPGL
457
Estate Planners Group, LLC
Pennsylvania
$21.3K
MEG
458
Millstone Evans Group
Colorado
$20.5K
AIP
459
Ameritas Investment Partners
Nebraska
$20K
MWM
460
MGB Wealth Management
Texas
$19.6K
AC
461
AlphaCore Capital
California
$18.9K
FDCDDQ
462
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K
GPFA
463
Game Plan Financial Advisors
Ohio
$18K
GCM
464
Gables Capital Management
Florida
$17.8K
GBT
465
Grove Bank & Trust
Florida
$17.8K
HWA
466
HHM Wealth Advisors
Tennessee
$17.8K
NSG
467
Nalls Sherbakoff Group
Tennessee
$17.7K
MCM
468
Manchester Capital Management
Vermont
$14.8K
PUI
469
Purpose Unlimited Inc
$14.3K
IIM
470
IFC & Insurance Marketing
California
$14K
CPG
471
Cornerstone Planning Group
New Jersey
$13.8K
KFAS
472
Keating Financial Advisory Services
Kansas
$13.6K
PK
473
Pflug Koory
Nebraska
$13.4K
TCM
474
Triumph Capital Management
Colorado
$13.4K
CFG
475
Clayton Financial Group
Missouri
$13.2K