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State Street SPDR Bloomberg Convertible Securities ETF

479 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 66 funds opening new positions, 141 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:

1.99% more ownership

Funds ownership: 66.92%68.91% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 156

87% less call options, than puts

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

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