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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
TCM
501
TD Capital Management
Tennessee
$5.63K
KCM
502
Key Capital Management
Tennessee
$3.66K +$3.73K +41 New
NFSG
503
Newbridge Financial Services Group
Florida
$3.43K
FFA
504
Founders Financial Alliance
North Carolina
$2.41K -$11.8K -130 -83%
Q1WB
505
Quest 10 Wealth Builders
Virginia
$2.23K
LGWM
506
Litman Gregory Wealth Management
California
$892 +$909 +10 New
T
507
Tidemark
California
$535
PWAM
508
Private Wealth Asset Management
Iowa
$357 +$91 +1 +33%
DFA
509
DHJJ Financial Advisors
Illinois
$90
FMII
510
Farmers & Merchants Investments Inc
Nebraska
$89 +$91 +1 New
FTA
511
Financial & Tax Architects
Missouri
-$10.2M -112,987 Closed
Capstone Investment Advisors
512
Capstone Investment Advisors
New York
-$9.67M -106,801 Closed
EC
513
Elequin Capital
New York
-$8.12M -89,729 Closed
Renaissance Technologies
514
Renaissance Technologies
New York
-$4.81M -53,100 Closed
MPPLM
515
Midwest Professional Planners Ltd (MPPL)
Wisconsin
-$3.45M -38,133 Closed
Squarepoint
516
Squarepoint
New York
-$2.56M -28,311 Closed
WA
517
Win Advisors
Florida
-$919K -10,153 Closed
BJL
518
Brighton Jones LLC
Washington
-$896K -9,900 Closed
RWA
519
Redhawk Wealth Advisors
Minnesota
-$866K -9,573 Closed
CFIM
520
Client First Investment Management
Wisconsin
-$578K -6,382 Closed
PCM
521
Prelude Capital Management
New York
-$573K -6,327 Closed
CST
522
Charles Schwab Trust
Nevada
-$462K -5,109 Closed
CSP
523
Cary Street Partners
Virginia
-$449K -4,966 Closed
Citadel Advisors
524
Citadel Advisors
Florida
-$375K -4,121 Closed
WAP
525
Wealthcare Advisory Partners
Pennsylvania
-$356K -3,938 Closed