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State Street SPDR Bloomberg Convertible Securities ETF

479 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 66 funds opening new positions, 141 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:

1.99% more ownership

Funds ownership: 66.92%68.91% (+2%)

10% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 156

87% less call options, than puts

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

Holders
479
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
SBWIC
151
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.7M
AFS
152
AFG Fiduciary Services
Massachusetts
$1.69M
Corient Private Wealth
153
Corient Private Wealth
Florida
$1.67M
CCC
154
Chesapeake Capital Corp
Florida
$1.66M
TI
155
Tidal Investments
Wisconsin
$1.66M
WTC
156
WhitTier Trust Company
Nevada
$1.65M
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$1.65M
US Bancorp
158
US Bancorp
Minnesota
$1.64M
IP
159
Ignite Planners
California
$1.62M
Focus Partners Wealth
160
Focus Partners Wealth
Massachusetts
$1.6M
AI
161
AXS Investments
New York
$1.58M
AC
162
Aristides Capital
Kentucky
$1.57M
SOS
163
Silver Oak Securities
Tennessee
$1.57M
FA
164
Flagstar Advisors
New York
$1.56M
NEPWA
165
New England Private Wealth Advisors
Massachusetts
$1.54M
CCFM
166
Clear Creek Financial Management
Washington
$1.52M
RL
167
Retireful LLC
Michigan
$1.5M
ATI
168
ARK & TLK Investments
Oklahoma
$1.49M
CW
169
CreativeOne Wealth
Kansas
$1.42M
CA
170
Calton & Associates
Florida
$1.42M
MWM
171
Manske Wealth Management
Texas
$1.39M
WIA
172
World Investment Advisors
California
$1.33M
TWC
173
TD Waterhouse Canada
Ontario, Canada
$1.33M
CRC
174
Curi RMB Capital
Illinois
$1.29M
IRC
175
Investors Research Corp
Georgia
$1.28M