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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
LFASL
176
Lugano Financial Advisors SA (LFA)
Switzerland
$1.26M
FF
177
Farrell Financial
New York
$1.23M
KIA
178
Kraematon Investment Advisors
Massachusetts
$1.21M
OFS
179
OneAscent Financial Services
Alabama
$1.2M
KWA
180
Kingswood Wealth Advisors
California
$1.2M
AIA
181
Arrow Investment Advisors
Maryland
$1.19M
Mariner
182
Mariner
Kansas
$1.17M
LMKC
183
L.M. Kohn & Company
Ohio
$1.14M
PG
184
Patten Group
Tennessee
$1.13M
NJIM
185
Nabity-Jensen Investment Management
Nebraska
$1.13M
HIM
186
Hanlon Investment Management
New Jersey
$1.13M
AF
187
Apexium Financial
Texas
$1.1M
AWAU
188
Alliance Wealth Advisors (Utah)
Utah
$1.1M
HA
189
Herold Advisors
New York
$1.09M
BFS
190
BridgePort Financial Solutions
Iowa
$1.09M
OAM
191
Occidental Asset Management
California
$1.06M
SRC
192
Sage Rhino Capital
California
$1.04M
IWS
193
Insight Wealth Strategies
California
$1.04M
PWP
194
Pursue Wealth Partners
California
$1.03M
CCA
195
Cottonwood Capital Advisors
Utah
$999K
Lazard Asset Management
196
Lazard Asset Management
New York
$996K
JFGIW
197
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$984K
MAG
198
M3 Advisory Group
Massachusetts
$984K
DCM
199
Delta Capital Management
New Jersey
$983K
GAA
200
Guardian Asset Advisors
Pennsylvania
$979K