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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
CWM
126
Cordatus Wealth Management
Pennsylvania
$2.35M
EAM
127
Everstar Asset Management
North Carolina
$2.23M
HWM
128
Howard Wealth Management
Connecticut
$2.17M
DI
129
Disciplined Investments
Oklahoma
$2.15M
AI
130
Atria Investments
North Carolina
$2.14M
AFP
131
Ausdal Financial Partners
Iowa
$2.09M
SW
132
Simplicity Wealth
New Jersey
$2.08M
PAG
133
Private Advisory Group
Washington
$2.04M
MBT
134
Montecito Bank & Trust
California
$2.03M
PS
135
Principal Securities
Iowa
$2.03M
ORC
136
O'Rourke & Company
Massachusetts
$2.03M
Northern Trust
137
Northern Trust
Illinois
$1.99M
AWM
138
AE Wealth Management
Kansas
$1.98M
AA
139
Advisory Alpha
Michigan
$1.95M
OWA
140
Octavia Wealth Advisors
Ohio
$1.94M
SW
141
SkyOak Wealth
Michigan
$1.89M
MCM
142
MAI Capital Management
Ohio
$1.86M
BCM
143
Brookstone Capital Management
Illinois
$1.81M
RSS
144
Rosenblum Silverman Sutton
California
$1.8M
JWBC
145
J.W. Burns & Co
New York
$1.78M
ETC
146
Exchange Traded Concepts
Oklahoma
$1.77M
Envestnet Portfolio Solutions
147
Envestnet Portfolio Solutions
Illinois
$1.77M
CFO
148
CVA Family Office
Colorado
$1.75M
CCT
149
Capital City Trust
Florida
$1.72M
MOS
150
MGO One Seven
Ohio
$1.72M