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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
PFS
76
Prospera Financial Services
Texas
$5.02M
HighTower Advisors
77
HighTower Advisors
Illinois
$4.92M
ECA
78
Elevation Capital Advisory
Oregon
$4.91M
SIAP
79
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.84M
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$4.83M
GWM
81
Geneos Wealth Management
Colorado
$4.8M
CIA
82
Concurrent Investment Advisors
Florida
$4.77M
AI
83
AXS Investments
New York
$4.5M
BBFA
84
Brindle & Bay Financial Advisors
Texas
$4.49M
William Blair & Company
85
William Blair & Company
Illinois
$4.42M
SCM
86
Sage Capital Management
New Jersey
$4.41M
CPIG
87
Chicago Partners Investment Group
Illinois
$4.31M
WB
88
WesBanco Bank
West Virginia
$4.25M
BRWA
89
B. Riley Wealth Advisors
Florida
$4.05M
CL
90
CIM LLC
New York
$3.92M
FCC
91
Florin Court Capital
United Kingdom
$3.92M
IA
92
IFP Advisors
Florida
$3.75M
EI
93
EFG International
$3.63M
HFA
94
Hershey Financial Advisers
Pennsylvania
$3.62M
OAS
95
Optivise Advisory Services
Tennessee
$3.61M
Envestnet Portfolio Solutions
96
Envestnet Portfolio Solutions
Illinois
$3.6M
Fidelity International
97
Fidelity International
Bermuda
$3.2M
US Bancorp
98
US Bancorp
Minnesota
$3.2M
WA
99
Waverly Advisors
Alabama
$3.1M
Thrivent Financial for Lutherans
100
Thrivent Financial for Lutherans
Minnesota
$3.03M