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State Street SPDR Bloomberg Convertible Securities ETF

475 hedge funds and large institutions have $3.2B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 153 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.79% more ownership

Funds ownership: 66.85%68.64% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

87% less call options, than puts

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

Holders
475
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$815K
Puts
$6.14M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
476
Private Wealth Asset Management
Iowa
$272
DFA
477
DHJJ Financial Advisors
Illinois
$91
Allianz Asset Management
478
Allianz Asset Management
Germany
KWM
479
Kingsview Wealth Management
Oregon
QC
480
Quadrature Capital
United Kingdom
PP
481
Prudential plc
United Kingdom
BCM
482
BlueCrest Capital Management
Jersey
QCM
483
Quantinno Capital Management
New York
TSS
484
Two Sigma Securities
New York
KeyBank National Association
485
KeyBank National Association
Ohio
AIP
486
Almanack Investment Partners
Pennsylvania
WS
487
Wedbush Securities
California
FPAS
488
Focus Partners Advisor Solutions
Missouri
CPSAC
489
Chas P. Smith & Associates (CPS)
Florida
MWM
490
Modern Wealth Management
Kansas
SDWMA
491
Schneider Downs Wealth Management Advisors
Pennsylvania
LFAS
492
Level Four Advisory Services
Texas
HIS
493
Harvest Investment Services
Illinois
EP
494
Edgestream Partners
New Jersey
MWM
495
MorganRosel Wealth Management
Colorado
TIM
496
Total Investment Management
Arizona
T
497
Transce3nd
Texas
AIA
498
Armor Investment Advisors
North Carolina
AWM
499
Atticus Wealth Management
Florida
SAM
500
S.A. Mason
Michigan