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State Street SPDR Bloomberg Convertible Securities ETF

507 hedge funds and large institutions have $3.09B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 486507 (+21)

4% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 152

4% less capital invested

Capital invested by funds: $3.22B → $3.09B (-$126M)

1.93% less ownership

Funds ownership: 69.01%67.08% (-1.9%)

73% less call options, than puts

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

Holders
507
Holders Change
+21
Holders Change %
+4.32%
% of All Funds
6.17%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.28%
New
74
Increased
158
Reduced
152
Closed
41
Calls
$366K
Puts
$1.34M
Net Calls
-$972K
Net Calls Change
+$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$3.2M +$1.61M +17,732 +98%
WA
102
Waverly Advisors
Alabama
$3.1M -$106K -1,169 -3%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$3.03M -$166K -1,829 -5%
JWCA
104
J.W. Cole Advisors
Florida
$3.03M +$237K +2,609 +8%
FFN
105
Focus Financial Network
Minnesota
$2.98M -$45.9K -505 -1%
HAG
106
HF Advisory Group
Maryland
$2.95M +$144K +1,579 +5%
MLM
107
Mount Lucas Management
Pennsylvania
$2.93M -$22.4K -246 -0.7%
IP
108
Indivisible Partners
Florida
$2.91M +$2.96M +32,588 New
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$2.88M +$18.5K +203 +0.6%
Jones Financial Companies
110
Jones Financial Companies
Missouri
$2.84M +$178K +1,963 +7%
TFA
111
Transamerica Financial Advisors
Florida
$2.79M -$94.8K -1,043 -3%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$2.74M -$5.26M -57,816 -65%
PIA
113
Powell Investment Advisors
Florida
$2.74M +$12.1K +133 +0.4%
FWA
114
FOCUS Wealth Advisors
Texas
$2.72M -$48.9K -538 -2%
SA
115
Sanctuary Advisors
Indiana
$2.71M +$2.91K +32 +0.1%
CWM
116
Cordatus Wealth Management
Pennsylvania
$2.69M +$385K +4,237 +16%
CWS
117
Confluence Wealth Services
Pennsylvania
$2.58M -$156K -1,711 -6%
GW
118
Graetz Wealth
Michigan
$2.58M +$2.63M +28,877 New
KAS
119
Kestra Advisory Services
Texas
$2.54M +$47.8K +526 +2%
SC
120
Sykon Capital
New York
$2.51M -$876K -9,631 -25%
HPM
121
Hudson Portfolio Management
New York
$2.51M +$145K +1,591 +6%
TPWA
122
TRUE Private Wealth Advisors
Oregon
$2.49M -$96.4K -1,060 -4%
EWL
123
Emissary Wealth LLC
New Jersey
$2.46M +$2.51M +27,596 New
TCMP
124
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.45M +$130K +1,435 +6%
SFS
125
Sowell Financial Services
Arkansas
$2.41M -$58.5K -643 -2%