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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
DI
126
Disciplined Investments
Oklahoma
$2.15M
AI
127
Atria Investments
North Carolina
$2.14M
AFP
128
Ausdal Financial Partners
Iowa
$2.09M
SW
129
Simplicity Wealth
New Jersey
$2.08M
PAG
130
Private Advisory Group
Washington
$2.04M
MBT
131
Montecito Bank & Trust
California
$2.03M
PS
132
Principal Securities
Iowa
$2.03M
ORC
133
O'Rourke & Company
Massachusetts
$2.03M
Northern Trust
134
Northern Trust
Illinois
$1.99M
AWM
135
AE Wealth Management
Kansas
$1.98M
AA
136
Advisory Alpha
Michigan
$1.95M
OWA
137
Octavia Wealth Advisors
Ohio
$1.94M
SW
138
SkyOak Wealth
Michigan
$1.89M
MCM
139
MAI Capital Management
Ohio
$1.86M
BCM
140
Brookstone Capital Management
Illinois
$1.81M
RSS
141
Rosenblum Silverman Sutton
California
$1.8M
JWBC
142
J.W. Burns & Co
New York
$1.78M
ETC
143
Exchange Traded Concepts
Oklahoma
$1.77M
Envestnet Portfolio Solutions
144
Envestnet Portfolio Solutions
Illinois
$1.77M
CFO
145
CVA Family Office
Colorado
$1.75M
CCT
146
Capital City Trust
Florida
$1.72M
MOS
147
MGO One Seven
Ohio
$1.72M
SBWIC
148
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.7M
AFS
149
AFG Fiduciary Services
Massachusetts
$1.69M
Corient Private Wealth
150
Corient Private Wealth
Florida
$1.67M