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State Street SPDR Bloomberg Convertible Securities ETF

483 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 68 funds opening new positions, 142 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:

2.01% more ownership

Funds ownership: 66.96%68.97% (+2%)

9% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
483
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
MOS
151
MGO One Seven
Ohio
$1.72M
SBWIC
152
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.7M
AFS
153
AFG Fiduciary Services
Massachusetts
$1.69M
Corient Private Wealth
154
Corient Private Wealth
Florida
$1.67M
CCC
155
Chesapeake Capital Corp
Florida
$1.66M
TI
156
Tidal Investments
Wisconsin
$1.66M
WTC
157
WhitTier Trust Company
Nevada
$1.65M
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$1.65M
US Bancorp
159
US Bancorp
Minnesota
$1.64M
IP
160
Ignite Planners
California
$1.62M
Focus Partners Wealth
161
Focus Partners Wealth
Massachusetts
$1.6M
AI
162
AXS Investments
New York
$1.58M
AC
163
Aristides Capital
Kentucky
$1.57M
SOS
164
Silver Oak Securities
Tennessee
$1.57M
FA
165
Flagstar Advisors
New York
$1.56M
NEPWA
166
New England Private Wealth Advisors
Massachusetts
$1.54M
CCFM
167
Clear Creek Financial Management
Washington
$1.52M
RL
168
Retireful LLC
Michigan
$1.5M
ATI
169
ARK & TLK Investments
Oklahoma
$1.49M
CW
170
CreativeOne Wealth
Kansas
$1.42M
CA
171
Calton & Associates
Florida
$1.42M
MWM
172
Manske Wealth Management
Texas
$1.39M
WIA
173
World Investment Advisors
California
$1.33M
TWC
174
TD Waterhouse Canada
Ontario, Canada
$1.33M
CRC
175
Curi RMB Capital
Illinois
$1.29M