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State Street SPDR Bloomberg Convertible Securities ETF

500 hedge funds and large institutions have $3.08B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 156 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less capital invested

Capital invested by funds: $3.21B → $3.08B (-$136M)

2.16% less ownership

Funds ownership: 68.97%66.82% (-2.2%)

73% less call options, than puts

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

Holders
500
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$366K
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
101
Waverly Advisors
Alabama
$3.1M
Thrivent Financial for Lutherans
102
Thrivent Financial for Lutherans
Minnesota
$3.03M
JWCA
103
J.W. Cole Advisors
Florida
$3.03M
FFN
104
Focus Financial Network
Minnesota
$2.98M
HAG
105
HF Advisory Group
Maryland
$2.95M
MLM
106
Mount Lucas Management
Pennsylvania
$2.93M
IP
107
Indivisible Partners
Florida
$2.91M
CAPTRUST Financial Advisors
108
CAPTRUST Financial Advisors
North Carolina
$2.88M
Jones Financial Companies
109
Jones Financial Companies
Missouri
$2.84M
TFA
110
Transamerica Financial Advisors
Florida
$2.79M
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$2.74M
PIA
112
Powell Investment Advisors
Florida
$2.74M
FWA
113
FOCUS Wealth Advisors
Texas
$2.72M
SA
114
Sanctuary Advisors
Indiana
$2.71M
CWM
115
Cordatus Wealth Management
Pennsylvania
$2.69M
CWS
116
Confluence Wealth Services
Pennsylvania
$2.58M
GW
117
Graetz Wealth
Michigan
$2.58M
KAS
118
Kestra Advisory Services
Texas
$2.54M
SC
119
Sykon Capital
New York
$2.51M
HPM
120
Hudson Portfolio Management
New York
$2.51M
TPWA
121
TRUE Private Wealth Advisors
Oregon
$2.49M
EWL
122
Emissary Wealth LLC
New Jersey
$2.46M
TCMP
123
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.45M
SFS
124
Sowell Financial Services
Arkansas
$2.41M
YMRC
125
Yorktown Management & Research Company
Virginia
$2.41M