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State Street SPDR Bloomberg Convertible Securities ETF

500 hedge funds and large institutions have $3.08B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 69 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 → $3.08B (-$136M)

2.16% less ownership

Funds ownership: 68.97%66.82% (-2.2%)

73% less call options, than puts

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

Holders
500
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
SIA
51
Strategic Investment Advisors
Michigan
$8.7M
PAG
52
Private Advisor Group
New Jersey
$8.44M
PA
53
PFG Advisors
Arizona
$8.31M
SPIA
54
Steward Partners Investment Advisory
New York
$8.24M
NA
55
NewEdge Advisors
Louisiana
$8.14M
WCM
56
Windsor Capital Management
Arizona
$7.95M
SWAG
57
Spectrum Wealth Advisory Group
California
$7.45M
PBF
58
Petix & Botte Financial
California
$6.71M
Nomura Asset Management
59
Nomura Asset Management
Japan
$6.69M
HI
60
Horizon Investments
North Carolina
$6.67M
AP
61
Advisors Preferred
Maryland
$6.62M
BFG
62
Baron Financial Group
New Jersey
$6.47M
AGA
63
Arkos Global Advisors
Texas
$6.37M
Kovitz Investment Group Partners
64
Kovitz Investment Group Partners
Illinois
$6.27M
HCM
65
HMS Capital Management
Tennessee
$6.26M
FB
66
Finward Bancorp
Indiana
$6.17M
Prudential Financial
67
Prudential Financial
New Jersey
$6.07M
Creative Planning
68
Creative Planning
Kansas
$5.79M
Citigroup
69
Citigroup
New York
$5.59M
WIA
70
World Investment Advisors
California
$5.48M
DJYG
71
David J. Yvars Group
Florida
$5.46M
RAM
72
Riggs Asset Management
Pennsylvania
$5.45M
FWA
73
FSC Wealth Advisors
New York
$5.41M
AF
74
Allworth Financial
California
$5.1M
Mirae Asset Global Investments
75
Mirae Asset Global Investments
South Korea
$5.06M