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State Street SPDR Bloomberg Convertible Securities ETF

486 hedge funds and large institutions have $3.22B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 37

22% more capital invested

Capital invested by funds: $2.63B → $3.22B (+$584M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 467486 (+19)

2.01% more ownership

Funds ownership: 67%69.01% (+2%)

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
486
Holders Change
+19
Holders Change %
+4.07%
% of All Funds
6.38%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
68
Increased
144
Reduced
156
Closed
37
Calls
$815K
Puts
$6.14M
Net Calls
-$5.33M
Net Calls Change
+$357K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
101
Fidelity International
Bermuda
$3.25M +$544K +6,330 +21%
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$3.23M +$3.07M +35,662 New
FFN
103
Focus Financial Network
Minnesota
$3.07M -$8K -93 -0.3%
AWA
104
Aletheian Wealth Advisors
Washington
$3.04M +$23.6K +274 +0.8%
MLM
105
Mount Lucas Management
Pennsylvania
$2.99M -$59.4K -691 -2%
JWCA
106
J.W. Cole Advisors
Florida
$2.97M +$143K +1,660 +5%
IA
107
IFP Advisors
Florida
$2.94M -$159K -1,853 -5%
TFA
108
Transamerica Financial Advisors
Florida
$2.92M +$2.74M +31,875 +7,969%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$2.9M -$89.4K -1,039 -3%
HAG
110
HF Advisory Group
Maryland
$2.85M +$92.5K +1,076 +4%
FWA
111
FOCUS Wealth Advisors
Texas
$2.81M -$9.89K -115 -0.4%
CWS
112
Confluence Wealth Services
Pennsylvania
$2.78M -$50.9K -592 -2%
PIA
113
Powell Investment Advisors
Florida
$2.76M -$2.15K -25 -0.1%
FNC
114
First National Corp
Massachusetts
$2.76M +$430 +5 +0%
SA
115
Sanctuary Advisors
Indiana
$2.75M -$80.3K -934 -3%
Jones Financial Companies
116
Jones Financial Companies
Missouri
$2.68M +$500K +5,817 +24%
TPWA
117
TRUE Private Wealth Advisors
Oregon
$2.63M -$224K -2,610 -8%
Squarepoint
118
Squarepoint
New York
$2.56M +$1.7M +19,749 +231%
KAS
119
Kestra Advisory Services
Texas
$2.53M +$61.1K +710 +3%
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$2.51M -$2.01M -23,328 -46%
SFS
121
Sowell Financial Services
Arkansas
$2.5M +$14.1K +164 +0.6%
HPM
122
Hudson Portfolio Management
New York
$2.41M -$11.5K -134 -0.5%
TCMP
123
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.36M +$280K +3,259 +14%
OPWM
124
Oxinas Partners Wealth Management
Indiana
$2.35M -$14.1K -164 -0.6%
EH
125
Equitable Holdings
New York
$2.35M -$1.89K -22 -0.1%