CWB icon

State Street SPDR Bloomberg Convertible Securities ETF

479 hedge funds and large institutions have $3.21B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 141 increasing their positions, 156 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

1.99% more ownership

Funds ownership: 66.92%68.91% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 156

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.14M

Holders
479
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
21
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$815K
Puts
$6.14M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Allworth Financial
California
$5.83M
Citigroup
77
Citigroup
New York
$5.46M
RAM
78
Riggs Asset Management
Pennsylvania
$5.06M
SIAP
79
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.96M
DJYG
80
David J. Yvars Group
Florida
$4.95M
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$4.91M
HighTower Advisors
82
HighTower Advisors
Illinois
$4.9M
Renaissance Technologies
83
Renaissance Technologies
New York
$4.81M
PFS
84
Prospera Financial Services
Texas
$4.7M
NA
85
NewEdge Advisors
Louisiana
$4.57M
Mirae Asset Global Investments
86
Mirae Asset Global Investments
South Korea
$4.57M
OAS
87
Optivise Advisory Services
Tennessee
$4.53M
YMRC
88
Yorktown Management & Research Company
Virginia
$4.53M
SCM
89
Sage Capital Management
New Jersey
$4.46M
WB
90
WesBanco Bank
West Virginia
$4.3M
CPIG
91
Chicago Partners Investment Group
Illinois
$4.26M
BRWA
92
B. Riley Wealth Advisors
Florida
$4.19M
GWM
93
Geneos Wealth Management
Colorado
$4.02M
William Blair & Company
94
William Blair & Company
Illinois
$3.98M
CL
95
CIM LLC
New York
$3.9M
Kovitz Investment Group Partners
96
Kovitz Investment Group Partners
Illinois
$3.64M
MPPLM
97
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.45M
SC
98
Sykon Capital
New York
$3.42M
EAMA
99
EFG Asset Management (Americas)
Florida
$3.32M
WA
100
Waverly Advisors
Alabama
$3.25M