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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
P
151
&Partners
Tennessee
$1.73M
CFO
152
CVA Family Office
Colorado
$1.72M
CCT
153
Capital City Trust
Florida
$1.7M
SBWIC
154
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.67M
WTC
155
WhitTier Trust Company
Nevada
$1.65M
Calamos Advisors
156
Calamos Advisors
Illinois
$1.65M
TI
157
Tidal Investments
Wisconsin
$1.64M
CCC
158
Chesapeake Capital Corp
Florida
$1.64M
MOS
159
MGO One Seven
Ohio
$1.62M
AC
160
Aristides Capital
Kentucky
$1.62M
American Century Companies
161
American Century Companies
Missouri
$1.6M
MWM
162
Manske Wealth Management
Texas
$1.58M
CCFM
163
Clear Creek Financial Management
Washington
$1.55M
NEPWA
164
New England Private Wealth Advisors
Massachusetts
$1.53M
IP
165
Ignite Planners
California
$1.52M
AWM
166
AE Wealth Management
Kansas
$1.51M
Mercer Global Advisors
167
Mercer Global Advisors
Colorado
$1.5M
FA
168
Flagstar Advisors
New York
$1.48M
ATI
169
ARK & TLK Investments
Oklahoma
$1.47M
CA
170
Calton & Associates
Florida
$1.45M
PCA
171
Prosperity Capital Advisors
Ohio
$1.41M
WIA
172
World Investment Advisors
California
$1.39M
AFS
173
AFG Fiduciary Services
Massachusetts
$1.38M
FF
174
Farrell Financial
New York
$1.37M
SAM
175
Smithbridge Asset Management
Pennsylvania
$1.36M