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State Street SPDR Bloomberg Convertible Securities ETF

507 hedge funds and large institutions have $3.09B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 158 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 41

10% more funds holding in top 10

Funds holding in top 10: 2123 (+2)

4% more funds holding

Funds holding: 486507 (+21)

4% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 152

4% less capital invested

Capital invested by funds: $3.22B → $3.09B (-$126M)

1.93% less ownership

Funds ownership: 69.01%67.08% (-1.9%)

73% less call options, than puts

Call options by funds: $366K | Put options by funds: $1.34M

Holders
507
Holders Change
+21
Holders Change %
+4.32%
% of All Funds
6.17%
Holding in Top 10
23
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.52%
% of All Funds
0.28%
New
74
Increased
158
Reduced
152
Closed
41
Calls
$366K
Puts
$1.34M
Net Calls
-$972K
Net Calls Change
+$4.36M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
151
J.W. Burns & Co
New York
$1.76M +$4.64K +51 +0.3%
EWA
152
EP Wealth Advisors
California
$1.75M +$1.78M +19,600 New
P
153
&Partners
Tennessee
$1.73M +$1M +11,020 +132%
CFO
154
CVA Family Office
Colorado
$1.72M -$6.18K -68 -0.4%
CCT
155
Capital City Trust
Florida
$1.7M
SBWIC
156
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.67M
WTC
157
WhitTier Trust Company
Nevada
$1.65M -$11.4K -125 -0.7%
Calamos Advisors
158
Calamos Advisors
Illinois
$1.65M +$1.34M +14,730 +397%
CCC
159
Chesapeake Capital Corp
Florida
$1.64M
TI
160
Tidal Investments
Wisconsin
$1.64M
MOS
161
MGO One Seven
Ohio
$1.62M -$70.6K -777 -4%
AC
162
Aristides Capital
Kentucky
$1.62M +$75.5K +830 +5%
American Century Companies
163
American Century Companies
Missouri
$1.6M +$1.63M +17,966 New
MWM
164
Manske Wealth Management
Texas
$1.58M +$210K +2,309 +15%
IFG
165
Independent Financial Group
California
$1.57M +$38.2K +420 +2%
CCFM
166
Clear Creek Financial Management
Washington
$1.55M +$47.9K +527 +3%
HAG
167
HighPoint Advisor Group
Illinois
$1.54M +$1.57M +17,253 New
NEPWA
168
New England Private Wealth Advisors
Massachusetts
$1.53M +$4.27K +47 +0.3%
IP
169
Ignite Planners
California
$1.52M -$149K -1,643 -9%
AWM
170
AE Wealth Management
Kansas
$1.51M -$444K -4,889 -22%
Mercer Global Advisors
171
Mercer Global Advisors
Colorado
$1.5M -$134K -1,471 -8%
FA
172
Flagstar Advisors
New York
$1.48M -$59.8K -658 -4%
ATI
173
ARK & TLK Investments
Oklahoma
$1.47M
CA
174
Calton & Associates
Florida
$1.45M +$54.6K +601 +4%
PCA
175
Prosperity Capital Advisors
Ohio
$1.41M +$682K +7,502 +91%