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State Street SPDR Bloomberg Convertible Securities ETF

500 hedge funds and large institutions have $3.08B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 156 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less capital invested

Capital invested by funds: $3.21B → $3.08B (-$136M)

2.16% less ownership

Funds ownership: 68.97%66.82% (-2.2%)

73% less call options, than puts

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

Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$366K
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
476
Gen-Wealth Partners
Michigan
$11.6K
BWAM
477
Boyd Watterson Asset Management
Ohio
$11.4K
SR
478
Syntax Research
Florida
$10.9K
BlackRock
479
BlackRock
New York
$10.9K
SVWA
480
Sarver Vrooman Wealth Advisors
Missouri
$10.3K
OP
481
ORG Partners
Indiana
$9.81K
LAS
482
Lloyd Advisory Services
Georgia
$9.2K
LWM
483
Lodestone Wealth Management
Washington
$9.04K
MDCM
484
Morgan Dempsey Capital Management
Wisconsin
$8.92K
SGK
485
Steigerwald Gordon & Koch
Virginia
$8.92K
RIA
486
Realta Investment Advisors
Delaware
$8.92K
1IA
487
1620 Investment Advisors
Massachusetts
$8.65K
SA
488
Strategic Advocates
Utah
$8.16K
HFS
489
Hantz Financial Services
Michigan
$8K
SFS
490
Sunrise Financial Services
Washington
$7.4K
CTWM
491
Cherry Tree Wealth Management
Minnesota
$7.14K
MS
492
Monetary Solutions
Ohio
$6.69K
BC
493
Barrett & Company
Rhode Island
$5.98K
TCM
494
TD Capital Management
Tennessee
$5.63K
KCM
495
Key Capital Management
Tennessee
$3.66K
NFSG
496
Newbridge Financial Services Group
Florida
$3.43K
FFA
497
Founders Financial Alliance
North Carolina
$2.41K
Q1WB
498
Quest 10 Wealth Builders
Virginia
$2.23K
LGWM
499
Litman Gregory Wealth Management
California
$892
T
500
Tidemark
California
$535