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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
XT
526
XTX Topco
Cayman Islands
-$335K -3,700 Closed
BAM
527
BTS Asset Management
Massachusetts
-$306K -3,379 Closed
IFWM
528
Institute for Wealth Management
Colorado
-$248K -2,739 Closed
IWM
529
IHT Wealth Management
Illinois
-$241K -2,664 Closed
Neuberger Berman Group
530
Neuberger Berman Group
New York
-$234K -2,590 Closed
BTWM
531
Baker Tilly Wealth Management
Wisconsin
-$232K -2,562 Closed
BWM
532
BAM Wealth Management
Colorado
-$217K -2,402 Closed
TCM
533
Traub Capital Management
Massachusetts
-$216K -2,392 Closed
UCB
534
United Community Bank
South Carolina
-$183K -2,023 Closed
ASN
535
Advisory Services Network
Georgia
-$172K -1,905 Closed
OHWP
536
Oak Harbor Wealth Partners
North Carolina
-$136K -1,500 Closed
TF
537
Tompkins Financial
New York
-$118K -1,308 Closed
MSG
538
Main Street Group
Virginia
-$96.2K -1,063 Closed
FFWM
539
Future Financial Wealth Management
Ohio
-$90.5K -1,000 Closed
NC
540
North Capital
Utah
-$56.9K -629 Closed
GMA
541
Glassy Mountain Advisors
Maryland
-$52.1K -576 Closed
PG
542
Proffitt & Goodson
Tennessee
-$38.9K -430 Closed
MG
543
Mather Group
Illinois
-$34.7K -383 Closed
CAL
544
Capital Analysts LLC
Pennsylvania
-$9K -100 Closed
FLP
545
Financial Life Planners
Arizona
-$5.59K -62 Closed
AA
546
Ancora Advisors
Ohio
-$4.98K -55 Closed
PWMG
547
Private Wealth Management Group
New Jersey
-$4.43K -49 Closed
VNA
548
Valley National Advisers
Pennsylvania
-$2K -29 Closed
TRCT
549
Tower Research Capital (TRC)
New York
-$905 -10 Closed
KWM
550
Kiker Wealth Management
Georgia
-$724 -8 Closed