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State Street SPDR Bloomberg Convertible Securities ETF

493 hedge funds and large institutions have $3.07B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2025 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 156 increasing their positions, 152 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less capital invested

Capital invested by funds: $3.21B → $3.07B (-$144M)

2.23% less ownership

Funds ownership: 68.97%66.74% (-2.2%)

73% less call options, than puts

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

Holders
493
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$366K
Puts
$1.34M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$1.34M
Mariner
177
Mariner
Kansas
$1.33M
GWM
178
Gilpin Wealth Management
Colorado
$1.32M
LFASL
179
Lugano Financial Advisors SA (LFA)
Switzerland
$1.31M
SW
180
Simplicity Wealth
New Jersey
$1.3M
CRC
181
Curi RMB Capital
Illinois
$1.27M
KIA
182
Kraematon Investment Advisors
Massachusetts
$1.25M
GCP
183
Guardian Capital (Pennsylvania)
Pennsylvania
$1.23M
MSL
184
Mackay Shields LLC
New York
$1.22M
IRC
185
Investors Research Corp
Georgia
$1.21M
LCWP
186
Legacy Capital Wealth Partners
Arkansas
$1.21M
KWA
187
Kingswood Wealth Advisors
California
$1.21M
TWC
188
TD Waterhouse Canada
Ontario, Canada
$1.19M
VAS
189
Vestmark Advisory Solutions
Massachusetts
$1.18M
MYIA
190
Mount Yale Investment Advisors
Colorado
$1.18M
Fidelity Investments
191
Fidelity Investments
Massachusetts
$1.18M
JIR
192
James Investment Research
Ohio
$1.15M
FGA
193
Fortis Group Advisors
New Jersey
$1.13M
NJIM
194
Nabity-Jensen Investment Management
Nebraska
$1.11M
PG
195
Patten Group
Tennessee
$1.11M
UCFA
196
United Capital Financial Advisors
Texas
$1.11M
BFS
197
BridgePort Financial Solutions
Iowa
$1.09M
AIA
198
Arrow Investment Advisors
Maryland
$1.08M
BNP Paribas Financial Markets
199
BNP Paribas Financial Markets
France
$1.07M
HA
200
Herold Advisors
New York
$1.06M