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State Street SPDR Bloomberg Convertible Securities ETF

475 hedge funds and large institutions have $3.2B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 140 increasing their positions, 153 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:

1.79% more ownership

Funds ownership: 66.85%68.64% (+1.8%)

8% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 153

87% less call options, than puts

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

Holders
475
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
OFS
176
OneAscent Financial Services
Alabama
$1.2M
KWA
177
Kingswood Wealth Advisors
California
$1.2M
AIA
178
Arrow Investment Advisors
Maryland
$1.19M
Mariner
179
Mariner
Kansas
$1.17M
LMKC
180
L.M. Kohn & Company
Ohio
$1.14M
PG
181
Patten Group
Tennessee
$1.13M
NJIM
182
Nabity-Jensen Investment Management
Nebraska
$1.13M
HIM
183
Hanlon Investment Management
New Jersey
$1.13M
AF
184
Apexium Financial
Texas
$1.1M
AWAU
185
Alliance Wealth Advisors (Utah)
Utah
$1.1M
HA
186
Herold Advisors
New York
$1.09M
BFS
187
BridgePort Financial Solutions
Iowa
$1.09M
OAM
188
Occidental Asset Management
California
$1.06M
SRC
189
Sage Rhino Capital
California
$1.04M
IWS
190
Insight Wealth Strategies
California
$1.04M
PWP
191
Pursue Wealth Partners
California
$1.03M
CCA
192
Cottonwood Capital Advisors
Utah
$999K
Lazard Asset Management
193
Lazard Asset Management
New York
$996K
JFGIW
194
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$984K
MAG
195
M3 Advisory Group
Massachusetts
$984K
DCM
196
Delta Capital Management
New Jersey
$983K
GAA
197
Guardian Asset Advisors
Pennsylvania
$979K
IB
198
Intrust Bank
Kansas
$971K
CI
199
CX Institutional
Indiana
$961K
SPC
200
Sigma Planning Corp
Michigan
$959K