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State Street SPDR Bloomberg Convertible Securities ETF

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