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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
MPPLM
501
Midwest Professional Planners Ltd (MPPL)
Wisconsin
Squarepoint
502
Squarepoint
New York
WA
503
Win Advisors
Florida
BJL
504
Brighton Jones LLC
Washington
RWA
505
Redhawk Wealth Advisors
Minnesota
CFIM
506
Client First Investment Management
Wisconsin
PCM
507
Prelude Capital Management
New York
CST
508
Charles Schwab Trust
Nevada
CSP
509
Cary Street Partners
Virginia
Citadel Advisors
510
Citadel Advisors
Florida
WAP
511
Wealthcare Advisory Partners
Pennsylvania
XT
512
XTX Topco
Cayman Islands
BAM
513
BTS Asset Management
Massachusetts
IFWM
514
Institute for Wealth Management
Colorado
IWM
515
IHT Wealth Management
Illinois
Neuberger Berman Group
516
Neuberger Berman Group
New York
BTWM
517
Baker Tilly Wealth Management
Wisconsin
BWM
518
BAM Wealth Management
Colorado
TCM
519
Traub Capital Management
Massachusetts
UCB
520
United Community Bank
South Carolina
ASN
521
Advisory Services Network
Georgia
OHWP
522
Oak Harbor Wealth Partners
North Carolina
TF
523
Tompkins Financial
New York
MSG
524
Main Street Group
Virginia
FFWM
525
Future Financial Wealth Management
Ohio