CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

493 hedge funds and large institutions have $3.07B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 63 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 → $3.07B (-$144M)

2.23% less ownership

Funds ownership: 68.97%66.74% (-2.2%)

73% less call options, than puts

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

Holders
493
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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$22.5M
AllianceBernstein
27
AllianceBernstein
Tennessee
$22.2M
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$22.1M
WWA
29
Wealth Watch Advisors
Colorado
$21.2M
RWA
30
River Wealth Advisors
Pennsylvania
$21M
Truist Financial
31
Truist Financial
North Carolina
$19M
Stifel Financial
32
Stifel Financial
Missouri
$17.4M
XF
33
XML Financial
Maryland
$16.8M
WPW
34
Waldron Private Wealth
Pennsylvania
$16.7M
WMA
35
William Mack & Associates
Michigan
$16.2M
Osaic Holdings
36
Osaic Holdings
Arizona
$15M
GC
37
Guggenheim Capital
Illinois
$14.9M
PWM
38
Paulson Wealth Management
Illinois
$14.8M
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$14M
LAM
40
Lifestyle Asset Management
Texas
$12.6M
MWM
41
Modera Wealth Management
New Jersey
$12.5M
AWMI
42
Aegis Wealth Management (Iowa)
Iowa
$12.3M
OC
43
Oppenheimer & Co
New York
$12M
EC
44
Estate Counselors
Wisconsin
$11.9M
ANTB
45
AMG National Trust Bank
Colorado
$11.3M
ML
46
McAdam LLC
Pennsylvania
$11M
MML Investors Services
47
MML Investors Services
Massachusetts
$10.7M
HNB
48
Huntington National Bank
Ohio
$10.5M
NAM
49
NTV Asset Management
West Virginia
$9M
AFS
50
Anderson Financial Strategies
Ohio
$8.91M