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State Street SPDR Bloomberg Convertible Securities ETF

493 hedge funds and large institutions have $3.07B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 63 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 → $3.07B (-$144M)

2.23% less ownership

Funds ownership: 68.97%66.74% (-2.2%)

73% less call options, than puts

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

Holders
493
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
LWM
476
Lodestone Wealth Management
Washington
$9.04K
MDCM
477
Morgan Dempsey Capital Management
Wisconsin
$8.92K
SGK
478
Steigerwald Gordon & Koch
Virginia
$8.92K
RIA
479
Realta Investment Advisors
Delaware
$8.92K
1IA
480
1620 Investment Advisors
Massachusetts
$8.65K
SA
481
Strategic Advocates
Utah
$8.16K
HFS
482
Hantz Financial Services
Michigan
$8K
SFS
483
Sunrise Financial Services
Washington
$7.4K
CTWM
484
Cherry Tree Wealth Management
Minnesota
$7.14K
MSL
485
Monetary Solutions, Ltd
Ohio
$6.69K
BC
486
Barrett & Company
Rhode Island
$5.98K
TCM
487
TD Capital Management
Tennessee
$5.63K
KCM
488
Key Capital Management
Tennessee
$3.66K
NFSG
489
Newbridge Financial Services Group
Florida
$3.43K
FFA
490
Founders Financial Alliance
North Carolina
$2.41K
Q1WB
491
Quest 10 Wealth Builders
Virginia
$2.23K
LGWM
492
Litman Gregory Wealth Management
California
$892
T
493
Tidemark
California
$535
PWAM
494
Private Wealth Asset Management
Iowa
$357
DFA
495
DHJJ Financial Advisors
Illinois
$90
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$89
FTA
497
Financial & Tax Architects
Missouri
Capstone Investment Advisors
498
Capstone Investment Advisors
New York
EC
499
Elequin Capital
New York
Renaissance Technologies
500
Renaissance Technologies
New York