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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
SIA
51
Strategic Investment Advisors
Michigan
$8.7M +$8.7M +95,661 +5,143%
PAG
52
Private Advisor Group
New Jersey
$8.44M -$134K -1,474 -2%
PA
53
PFG Advisors
Arizona
$8.31M +$192K +2,108 +2%
SPIA
54
Steward Partners Investment Advisory
New York
$8.24M -$30.9K -340 -0.4%
NA
55
NewEdge Advisors
Louisiana
$8.14M +$3.7M +40,739 +81%
WCM
56
Windsor Capital Management
Arizona
$7.95M -$180K -1,982 -2%
SWAG
57
Spectrum Wealth Advisory Group
California
$7.45M +$690K +7,588 +10%
PP
58
Paladin Partners
Wisconsin
$7.15M +$7.29M +80,206 New
PBF
59
Petix & Botte Financial
California
$6.71M -$853K -9,384 -11%
Nomura Asset Management
60
Nomura Asset Management
Japan
$6.69M -$2.78M -30,621 -29%
HI
61
Horizon Investments
North Carolina
$6.67M -$20.6M -226,234 -75%
AP
62
Advisors Preferred
Maryland
$6.62M -$2.87M -31,585 -30%
BFG
63
Baron Financial Group
New Jersey
$6.47M -$96.8K -1,065 -1%
AGA
64
Arkos Global Advisors
Texas
$6.37M -$91.5K -1,006 -1%
Kovitz Investment Group Partners
65
Kovitz Investment Group Partners
Illinois
$6.27M +$2.73M +30,027 +75%
HCM
66
HMS Capital Management
Tennessee
$6.26M +$79.5K +874 +1%
FB
67
Finward Bancorp
Indiana
$6.17M -$124K -1,368 -2%
Prudential Financial
68
Prudential Financial
New Jersey
$6.07M -$124K -1,368 -2%
Creative Planning
69
Creative Planning
Kansas
$5.79M +$13.6K +150 +0.2%
Citigroup
70
Citigroup
New York
$5.59M +$208K +2,289 +4%
WIA
71
World Investment Advisors
California
$5.48M +$4.24M +46,647 +317%
DJYG
72
David J. Yvars Group
Florida
$5.46M +$597K +6,572 +12%
RAM
73
Riggs Asset Management
Pennsylvania
$5.45M +$465K +5,118 +9%
FWA
74
FSC Wealth Advisors
New York
$5.41M -$5.71M -62,827 -51%
AF
75
Allworth Financial
California
$5.1M -$662K -7,284 -11%