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State Street SPDR Bloomberg Convertible Securities ETF

486 hedge funds and large institutions have $3.22B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 144 increasing their positions, 156 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 37

22% more capital invested

Capital invested by funds: $2.63B → $3.22B (+$584M)

11% more funds holding in top 10

Funds holding in top 10: 1921 (+2)

4% more funds holding

Funds holding: 467486 (+19)

2.01% more ownership

Funds ownership: 67%69.01% (+2%)

8% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 156

87% less call options, than puts

Call options by funds: $815K | Put options by funds: $6.14M

Holders
486
Holders Change
+19
Holders Change %
+4.07%
% of All Funds
6.38%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.28%
New
68
Increased
144
Reduced
156
Closed
37
Calls
$815K
Puts
$6.14M
Net Calls
-$5.33M
Net Calls Change
+$357K
Name Holding Trade Value Shares
Change
Change in
Stake
MOS
151
MGO One Seven
Ohio
$1.72M -$3.44K -40 -0.2%
SBWIC
152
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.7M
AFS
153
AFG Fiduciary Services
Massachusetts
$1.69M -$24.6K -286 -2%
Corient Private Wealth
154
Corient Private Wealth
Florida
$1.67M -$708K -8,236 -31%
CCC
155
Chesapeake Capital Corp
Florida
$1.66M +$1.58M +18,371 New
TI
156
Tidal Investments
Wisconsin
$1.66M
WTC
157
WhitTier Trust Company
Nevada
$1.65M -$43K -500 -3%
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$1.65M +$12.6K +146 +0.8%
US Bancorp
159
US Bancorp
Minnesota
$1.64M +$649K +7,546 +71%
IP
160
Ignite Planners
California
$1.62M -$34.3K -399 -2%
Focus Partners Wealth
161
Focus Partners Wealth
Massachusetts
$1.6M -$123K -1,431 -7%
AI
162
AXS Investments
New York
$1.58M -$775K -9,008 -34%
AC
163
Aristides Capital
Kentucky
$1.57M
SOS
164
Silver Oak Securities
Tennessee
$1.57M +$1.04M +12,138 +234%
FA
165
Flagstar Advisors
New York
$1.56M -$428K -4,976 -22%
IFG
166
Independent Financial Group
California
$1.56M +$22.1K +257 +2%
NEPWA
167
New England Private Wealth Advisors
Massachusetts
$1.54M -$17.5K -204 -1%
CCFM
168
Clear Creek Financial Management
Washington
$1.52M +$54.6K +635 +4%
RL
169
Retireful LLC
Michigan
$1.5M -$215K -2,504 -13%
ATI
170
ARK & TLK Investments
Oklahoma
$1.49M
CW
171
CreativeOne Wealth
Kansas
$1.42M +$418K +4,863 +45%
CA
172
Calton & Associates
Florida
$1.42M +$410K +4,770 +44%
MWM
173
Manske Wealth Management
Texas
$1.39M -$97.1K -1,129 -7%
WIA
174
World Investment Advisors
California
$1.33M +$221K +2,566 +21%
TWC
175
TD Waterhouse Canada
Ontario, Canada
$1.33M +$873K +10,152 +233%