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State Street SPDR Bloomberg Convertible Securities ETF

484 hedge funds and large institutions have $3.21B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 142 increasing their positions, 156 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:

2.01% more ownership

Funds ownership: 66.96%68.97% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
484
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
AA
476
Ancora Advisors
Ohio
$4.98K
PWMG
477
Private Wealth Management Group
New Jersey
$4.43K
NFSG
478
Newbridge Financial Services Group
Florida
$3.46K
Q1WB
479
Quest 10 Wealth Builders
Virginia
$2.26K
VNA
480
Valley National Advisers
Pennsylvania
$2K
AFWM
481
Abich Financial Wealth Management
Virginia
$1.99K
TRCT
482
Tower Research Capital (TRC)
New York
$905
KWM
483
Kiker Wealth Management
Georgia
$724
T
484
Tidemark
California
$543
PWAM
485
Private Wealth Asset Management
Iowa
$272
DFA
486
DHJJ Financial Advisors
Illinois
$91
Allianz Asset Management
487
Allianz Asset Management
Germany
KWM
488
Kingsview Wealth Management
Oregon
QC
489
Quadrature Capital
United Kingdom
PP
490
Prudential plc
United Kingdom
BCM
491
BlueCrest Capital Management
Jersey
QCM
492
Quantinno Capital Management
New York
TSS
493
Two Sigma Securities
New York
KeyBank National Association
494
KeyBank National Association
Ohio
AIP
495
Almanack Investment Partners
Pennsylvania
WS
496
Wedbush Securities
California
FPAS
497
Focus Partners Advisor Solutions
Missouri
CPSAC
498
Chas P. Smith & Associates (CPS)
Florida
MWM
499
Modern Wealth Management
Kansas
SDWMA
500
Schneider Downs Wealth Management Advisors
Pennsylvania