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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
CCC
151
Chesapeake Capital Corp
Florida
$1.66M
TI
152
Tidal Investments
Wisconsin
$1.66M
WTC
153
WhitTier Trust Company
Nevada
$1.65M
Mercer Global Advisors
154
Mercer Global Advisors
Colorado
$1.65M
US Bancorp
155
US Bancorp
Minnesota
$1.64M
IP
156
Ignite Planners
California
$1.62M
Focus Partners Wealth
157
Focus Partners Wealth
Massachusetts
$1.6M
AI
158
AXS Investments
New York
$1.58M
AC
159
Aristides Capital
Kentucky
$1.57M
SOS
160
Silver Oak Securities
Tennessee
$1.57M
FA
161
Flagstar Advisors
New York
$1.56M
NEPWA
162
New England Private Wealth Advisors
Massachusetts
$1.54M
CCFM
163
Clear Creek Financial Management
Washington
$1.52M
RL
164
Retireful LLC
Michigan
$1.5M
ATI
165
ARK & TLK Investments
Oklahoma
$1.49M
CW
166
CreativeOne Wealth
Kansas
$1.42M
CA
167
Calton & Associates
Florida
$1.42M
MWM
168
Manske Wealth Management
Texas
$1.39M
WIA
169
World Investment Advisors
California
$1.33M
TWC
170
TD Waterhouse Canada
Ontario, Canada
$1.33M
CRC
171
Curi RMB Capital
Illinois
$1.29M
IRC
172
Investors Research Corp
Georgia
$1.28M
LFASL
173
Lugano Financial Advisors SA (LFA)
Switzerland
$1.26M
FF
174
Farrell Financial
New York
$1.23M
KIA
175
Kraematon Investment Advisors
Massachusetts
$1.21M