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State Street SPDR Bloomberg Convertible Securities ETF

493 hedge funds and large institutions have $3.07B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 63 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 → $3.07B (-$144M)

2.23% less ownership

Funds ownership: 68.97%66.74% (-2.2%)

73% less call options, than puts

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

Holders
493
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
Corient Private Wealth
126
Corient Private Wealth
Florida
$2.23M
EAM
127
Everstar Asset Management
North Carolina
$2.18M
OPAM
128
Ocean Park Asset Management
California
$2.16M
ETC
129
Exchange Traded Concepts
Oklahoma
$2.16M
DI
130
Disciplined Investments
Oklahoma
$2.14M
PAG
131
Private Advisory Group
Washington
$2.11M
HWM
132
Howard Wealth Management
Connecticut
$2.1M
AI
133
Atria Investments
North Carolina
$2.08M
AFP
134
Ausdal Financial Partners
Iowa
$2.06M
MCM
135
MAI Capital Management
Ohio
$2.04M
PS
136
Principal Securities
Iowa
$2.03M
ORC
137
O'Rourke & Company
Massachusetts
$1.98M
MBT
138
Montecito Bank & Trust
California
$1.98M
PAS
139
Parsonex Advisory Services
Colorado
$1.97M
Northern Trust
140
Northern Trust
Illinois
$1.96M
AIM
141
Advyzon Investment Management
Illinois
$1.94M
SOS
142
Silver Oak Securities
Tennessee
$1.89M
OWA
143
Octavia Wealth Advisors
Ohio
$1.88M
SW
144
SkyOak Wealth
Michigan
$1.86M
BCM
145
Brookstone Capital Management
Illinois
$1.83M
AA
146
Advisory Alpha
Michigan
$1.82M
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$1.77M
RSS
148
Rosenblum Silverman Sutton
California
$1.77M
JWBC
149
J.W. Burns & Co
New York
$1.76M
EWA
150
EP Wealth Advisors
California
$1.75M