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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
AFS
176
AFG Fiduciary Services
Massachusetts
$1.38M -$294K -3,239 -18%
FF
177
Farrell Financial
New York
$1.37M +$162K +1,778 +13%
SAM
178
Smithbridge Asset Management
Pennsylvania
$1.36M +$420K +4,618 +44%
GRP
179
Global Retirement Partners
California
$1.34M +$705K +7,758 +106%
Mariner
180
Mariner
Kansas
$1.33M +$187K +2,061 +16%
GWM
181
Gilpin Wealth Management
Colorado
$1.32M +$1.35M +14,808 New
LFASL
182
Lugano Financial Advisors SA (LFA)
Switzerland
$1.31M +$60.9K +670 +5%
SW
183
Simplicity Wealth
New Jersey
$1.3M -$759K -8,348 -36%
CRC
184
Curi RMB Capital
Illinois
$1.27M -$91 -1 -0%
KIA
185
Kraematon Investment Advisors
Massachusetts
$1.25M +$56.6K +623 +5%
GCP
186
Guardian Capital (Pennsylvania)
Pennsylvania
$1.23M +$1.25M +13,781 New
MSL
187
Mackay Shields LLC
New York
$1.22M +$1.24M +13,633 New
IRC
188
Investors Research Corp
Georgia
$1.21M -$44K -484 -3%
OAG
189
Oakmont Advisory Group
New Mexico
$1.21M +$1.24M +13,598 New
LCWP
190
Legacy Capital Wealth Partners
Arkansas
$1.21M +$507K +5,578 +70%
KWA
191
Kingswood Wealth Advisors
California
$1.21M +$29.5K +324 +2%
TWC
192
TD Waterhouse Canada
Ontario, Canada
$1.19M -$108K -1,184 -8%
MYIA
193
Mount Yale Investment Advisors
Colorado
$1.18M +$280K +3,075 +30%
VAS
194
Vestmark Advisory Solutions
Massachusetts
$1.18M +$280K +3,075 +30%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$1.18M +$502K +5,517 +72%
JIR
196
James Investment Research
Ohio
$1.15M +$328K +3,606 +39%
FGA
197
Fortis Group Advisors
New Jersey
$1.13M +$1.1M +12,067 New
NJIM
198
Nabity-Jensen Investment Management
Nebraska
$1.11M
PG
199
Patten Group
Tennessee
$1.11M -$7.45K -82 -0.7%
UCFA
200
United Capital Financial Advisors
Texas
$1.11M +$1.13M +12,425 New