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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
Fidelity International
101
Fidelity International
Bermuda
$3.25M
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$3.23M
FFN
103
Focus Financial Network
Minnesota
$3.07M
AWA
104
Aletheian Wealth Advisors
Washington
$3.04M
MLM
105
Mount Lucas Management
Pennsylvania
$2.99M
JWCA
106
J.W. Cole Advisors
Florida
$2.97M
IA
107
IFP Advisors
Florida
$2.94M
TFA
108
Transamerica Financial Advisors
Florida
$2.92M
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$2.9M
HAG
110
HF Advisory Group
Maryland
$2.85M
FWA
111
FOCUS Wealth Advisors
Texas
$2.81M
CWS
112
Confluence Wealth Services
Pennsylvania
$2.78M
PIA
113
Powell Investment Advisors
Florida
$2.76M
FNC
114
First National Corp
Massachusetts
$2.76M
SA
115
Sanctuary Advisors
Indiana
$2.75M
Jones Financial Companies
116
Jones Financial Companies
Missouri
$2.68M
TPWA
117
TRUE Private Wealth Advisors
Oregon
$2.63M
Squarepoint
118
Squarepoint
New York
$2.56M
KAS
119
Kestra Advisory Services
Texas
$2.53M
BNP Paribas Financial Markets
120
BNP Paribas Financial Markets
France
$2.51M
SFS
121
Sowell Financial Services
Arkansas
$2.5M
HPM
122
Hudson Portfolio Management
New York
$2.41M
TCMP
123
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.36M
OPWM
124
Oxinas Partners Wealth Management
Indiana
$2.35M
EH
125
Equitable Holdings
New York
$2.35M