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State Street SPDR Bloomberg Convertible Securities ETF

507 hedge funds and large institutions have $3.09B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 486507 (+21)

4% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 152

4% less capital invested

Capital invested by funds: $3.22B → $3.09B (-$126M)

1.93% less ownership

Funds ownership: 69.01%67.08% (-1.9%)

73% less call options, than puts

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

Holders
507
Holders Change
+21
Holders Change %
+4.32%
% of All Funds
6.17%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.28%
New
74
Increased
158
Reduced
152
Closed
41
Calls
$366K
Puts
$1.34M
Net Calls
-$972K
Net Calls Change
+$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
PUI
476
Purpose Unlimited Inc
$14.3K +$14.5K +160 New
IIM
477
IFC & Insurance Marketing
California
$14K +$14.1K +155 New
CPG
478
Cornerstone Planning Group
New Jersey
$13.8K -$75.4K -829 -85%
KFAS
479
Keating Financial Advisory Services
Kansas
$13.6K +$13.8K +152 New
PK
480
Pflug Koory
Nebraska
$13.4K
TCM
481
Triumph Capital Management
Colorado
$13.4K +$13.6K +150 New
CFG
482
Clayton Financial Group
Missouri
$13.2K +$13.5K +148 New
GWP
483
Gen-Wealth Partners
Michigan
$11.6K
BWAM
484
Boyd Watterson Asset Management
Ohio
$11.4K -$18.7K -206 -62%
SR
485
Syntax Research
Florida
$10.9K
BlackRock
486
BlackRock
New York
$10.9K
SVWA
487
Sarver Vrooman Wealth Advisors
Missouri
$10.3K
OP
488
ORG Partners
Indiana
$9.81K
LAS
489
Lloyd Advisory Services
Georgia
$9.2K +$9.36K +103 New
LWM
490
Lodestone Wealth Management
Washington
$9.04K +$9.18K +101 New
MDCM
491
Morgan Dempsey Capital Management
Wisconsin
$8.92K
SGK
492
Steigerwald Gordon & Koch
Virginia
$8.92K
RIA
493
Realta Investment Advisors
Delaware
$8.92K +$9.09K +100 New
1IA
494
1620 Investment Advisors
Massachusetts
$8.65K
SA
495
Strategic Advocates
Utah
$8.16K
HFS
496
Hantz Financial Services
Michigan
$8K
SFS
497
Sunrise Financial Services
Washington
$7.4K +$7.54K +83 New
CTWM
498
Cherry Tree Wealth Management
Minnesota
$7.14K +$7.27K +80 New
MS
499
Monetary Solutions
Ohio
$6.69K +$6.82K +75 New
BC
500
Barrett & Company
Rhode Island
$5.98K