CWB icon

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
EH
126
Equitable Holdings
New York
$2.3M
CW
127
CreativeOne Wealth
Kansas
$2.29M
EAM
128
Everstar Asset Management
North Carolina
$2.18M
OPAM
129
Ocean Park Asset Management
California
$2.16M
ETC
130
Exchange Traded Concepts
Oklahoma
$2.16M
DI
131
Disciplined Investments
Oklahoma
$2.14M
PAG
132
Private Advisory Group
Washington
$2.11M
HWM
133
Howard Wealth Management
Connecticut
$2.1M
AI
134
Atria Investments
North Carolina
$2.08M
AFP
135
Ausdal Financial Partners
Iowa
$2.06M
MCM
136
MAI Capital Management
Ohio
$2.04M
PS
137
Principal Securities
Iowa
$2.03M
ORC
138
O'Rourke & Company
Massachusetts
$1.98M
MBT
139
Montecito Bank & Trust
California
$1.98M
PAS
140
Parsonex Advisory Services
Colorado
$1.97M
Northern Trust
141
Northern Trust
Illinois
$1.96M
AIM
142
Advyzon Investment Management
Illinois
$1.94M
SOS
143
Silver Oak Securities
Tennessee
$1.89M
OWA
144
Octavia Wealth Advisors
Ohio
$1.88M
SW
145
SkyOak Wealth
Michigan
$1.86M
BCM
146
Brookstone Capital Management
Illinois
$1.83M
AA
147
Advisory Alpha
Michigan
$1.82M
Focus Partners Wealth
148
Focus Partners Wealth
Massachusetts
$1.77M
RSS
149
Rosenblum Silverman Sutton
California
$1.77M
JWBC
150
J.W. Burns & Co
New York
$1.76M