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State Street SPDR Bloomberg Convertible Securities ETF

505 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 72 funds opening new positions, 158 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: $3.22B → $3.08B (-$134M)

2.1% less ownership

Funds ownership: 69.01%66.92% (-2.1%)

73% less call options, than puts

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

Holders
505
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
BWM
451
Benson Wealth Management
Tennessee
$27.1K
BTI
452
Blue Trust Inc
Georgia
$26.8K
HPWM
453
High Point Wealth Management
New Jersey
$25.5K
CFFP
454
Center for Financial Planning
Michigan
$25.3K
TCM
455
Tradewinds Capital Management
Washington
$24.4K
KFG
456
Kingdom Financial Group
Arizona
$24.1K
PSFG
457
Park Square Financial Group
Georgia
$22.6K
PCA
458
Providence Capital Advisors
North Carolina
$22.3K
PWPS
459
Pinnacle Wealth Planning Services
Ohio
$22.1K
FPB
460
First PREMIER Bank
South Dakota
$22K
SC
461
Solstein Capital
California
$21.4K
EPG
462
Estate Planners Group
Pennsylvania
$21.3K
MEG
463
Millstone Evans Group
Colorado
$20.5K
AIP
464
Ameritas Investment Partners
Nebraska
$20K
MWM
465
MGB Wealth Management
Texas
$19.6K
AC
466
AlphaCore Capital
California
$18.9K
FDCDDQ
467
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.7K
GPFA
468
Game Plan Financial Advisors
Ohio
$18K
GBT
469
Grove Bank & Trust
Florida
$17.8K
GCM
470
Gables Capital Management
Florida
$17.8K
HWA
471
HHM Wealth Advisors
Tennessee
$17.8K
NSG
472
Nalls Sherbakoff Group
Tennessee
$17.7K
MCM
473
Manchester Capital Management
Vermont
$14.8K
PUI
474
Purpose Unlimited Inc
$14.3K
IIM
475
IFC & Insurance Marketing
California
$14K