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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
YMRC
126
Yorktown Management & Research Company
Virginia
$2.41M -$2.09M -23,000 -46%
EH
127
Equitable Holdings
New York
$2.3M -$15.4K -169 -0.7%
CW
128
CreativeOne Wealth
Kansas
$2.29M +$904K +9,940 +63%
EAM
129
Everstar Asset Management
North Carolina
$2.18M -$18.2K -200 -0.8%
OPAM
130
Ocean Park Asset Management
California
$2.16M -$50M -549,562 -96%
ETC
131
Exchange Traded Concepts
Oklahoma
$2.16M +$422K +4,638 +24%
DI
132
Disciplined Investments
Oklahoma
$2.14M +$24.2K +266 +1%
PAG
133
Private Advisory Group
Washington
$2.11M +$108K +1,187 +5%
HWM
134
Howard Wealth Management
Connecticut
$2.1M -$42.6K -469 -2%
AI
135
Atria Investments
North Carolina
$2.08M -$27.5K -303 -1%
AFP
136
Ausdal Financial Partners
Iowa
$2.06M -$6.91K -76 -0.3%
MCM
137
MAI Capital Management
Ohio
$2.04M +$211K +2,325 +11%
PS
138
Principal Securities
Iowa
$2.03M +$32.3K +355 +2%
ORC
139
O'Rourke & Company
Massachusetts
$1.98M -$16.3K -179 -0.8%
MBT
140
Montecito Bank & Trust
California
$1.98M -$24.5K -269 -1%
PAS
141
Parsonex Advisory Services
Colorado
$1.97M +$28.5K +314 +1%
Northern Trust
142
Northern Trust
Illinois
$1.96M
AIM
143
Advyzon Investment Management
Illinois
$1.94M +$1.19M +13,118 +152%
SOS
144
Silver Oak Securities
Tennessee
$1.89M +$338K +3,713 +21%
OWA
145
Octavia Wealth Advisors
Ohio
$1.88M -$32K -352 -2%
SW
146
SkyOak Wealth
Michigan
$1.86M
BCM
147
Brookstone Capital Management
Illinois
$1.83M +$54.4K +598 +3%
AA
148
Advisory Alpha
Michigan
$1.82M -$71.8K -790 -4%
Focus Partners Wealth
149
Focus Partners Wealth
Massachusetts
$1.77M +$195K +2,140 +12%
RSS
150
Rosenblum Silverman Sutton
California
$1.77M -$10K -110 -0.6%