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State Street SPDR Bloomberg Convertible Securities ETF

486 hedge funds and large institutions have $3.22B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 37

22% more capital invested

Capital invested by funds: $2.63B → $3.22B (+$584M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 467486 (+19)

2.01% more ownership

Funds ownership: 67%69.01% (+2%)

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
486
Holders Change
+19
Holders Change %
+4.07%
% of All Funds
6.38%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
68
Increased
144
Reduced
156
Closed
37
Calls
$815K
Puts
$6.14M
Net Calls
-$5.33M
Net Calls Change
+$357K
Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Horizon Investments
North Carolina
$27.2M +$18.6M +216,213 +255%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$24M -$1.88M -21,815 -8%
AllianceBernstein
28
AllianceBernstein
Tennessee
$24M -$3.14M -36,460 -12%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$22.8M +$902K +10,483 +4%
RWA
30
River Wealth Advisors
Pennsylvania
$21.2M +$273K +3,175 +1%
WWA
31
Wealth Watch Advisors
Colorado
$20.7M +$524K +6,087 +3%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$20M +$1.1M +12,758 +6%
Truist Financial
33
Truist Financial
North Carolina
$19.5M -$2.04M -23,671 -10%
Stifel Financial
34
Stifel Financial
Missouri
$19.3M +$2.26M +26,276 +14%
WPW
35
Waldron Private Wealth
Pennsylvania
$17.3M -$813K -9,452 -5%
XF
36
XML Financial
Maryland
$17.1M -$355K -4,122 -2%
GC
37
Guggenheim Capital
Illinois
$16.9M +$199K +2,319 +1%
PWM
38
Paulson Wealth Management
Illinois
$14.7M +$1.58M +18,402 +13%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$14.2M +$52K +605 +0.4%
WMA
40
William Mack & Associates
Michigan
$13.5M +$2.49M +28,931 +24%
MWM
41
Modera Wealth Management
New Jersey
$13M -$76.2K -886 -0.6%
SIA
42
Strategic Investment Advisors
Michigan
$12.1M +$160K +1,860 New
OC
43
Oppenheimer & Co
New York
$11.8M -$321K -3,731 -3%
EC
44
Estate Counselors
Wisconsin
$11.6M +$11.1M +128,695 New
LAM
45
Lifestyle Asset Management
Texas
$11.4M +$911K +10,595 +9%
FWA
46
FSC Wealth Advisors
New York
$11.2M -$10.9K -127 -0.1%
HNB
47
Huntington National Bank
Ohio
$11.1M
MML Investors Services
48
MML Investors Services
Massachusetts
$10.7M +$1.97M +22,927 +24%
ML
49
McAdam LLC
Pennsylvania
$10.4M +$376K +4,366 +4%
FTA
50
Financial & Tax Architects
Missouri
$10.2M -$812K -9,444 -8%