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State Street SPDR Bloomberg Convertible Securities ETF

475 hedge funds and large institutions have $3.2B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 153 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:

1.79% more ownership

Funds ownership: 66.85%68.64% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

87% less call options, than puts

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

Holders
475
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
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$3.23M
FFN
102
Focus Financial Network
Minnesota
$3.07M
AWA
103
Aletheian Wealth Advisors
Washington
$3.04M
MLM
104
Mount Lucas Management
Pennsylvania
$2.99M
JWCA
105
J.W. Cole Advisors
Florida
$2.97M
TFA
106
Transamerica Financial Advisors
Florida
$2.92M
CAPTRUST Financial Advisors
107
CAPTRUST Financial Advisors
North Carolina
$2.9M
HAG
108
HF Advisory Group
Maryland
$2.85M
FWA
109
FOCUS Wealth Advisors
Texas
$2.81M
CWS
110
Confluence Wealth Services
Pennsylvania
$2.78M
PIA
111
Powell Investment Advisors
Florida
$2.76M
FNC
112
First National Corp
Massachusetts
$2.76M
Jones Financial Companies
113
Jones Financial Companies
Missouri
$2.68M
TPWA
114
TRUE Private Wealth Advisors
Oregon
$2.63M
Squarepoint
115
Squarepoint
New York
$2.56M
KAS
116
Kestra Advisory Services
Texas
$2.53M
BNP Paribas Financial Markets
117
BNP Paribas Financial Markets
France
$2.51M
SFS
118
Sowell Financial Services
Arkansas
$2.5M
HPM
119
Hudson Portfolio Management
New York
$2.41M
TCMP
120
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.36M
OPWM
121
Oxinas Partners Wealth Management
Indiana
$2.35M
EH
122
Equitable Holdings
New York
$2.35M
CWM
123
Cordatus Wealth Management
Pennsylvania
$2.35M
EAM
124
Everstar Asset Management
North Carolina
$2.23M
HWM
125
Howard Wealth Management
Connecticut
$2.17M