CWB icon

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
SAM
201
Smithbridge Asset Management
Pennsylvania
$958K
HWM
202
HB Wealth Management
Georgia
$937K
SWM
203
SK Wealth Management
Rhode Island
$932K
FMC
204
First Merchants Corp
Indiana
$930K
TCM
205
Telos Capital Management
California
$928K
WA
206
Win Advisors
Florida
$919K
VAS
207
Vestmark Advisory Solutions
Massachusetts
$919K
MYIA
208
Mount Yale Investment Advisors
Colorado
$919K
CWMGO
209
Capstone Wealth Management Group (Oregon)
Oregon
$917K
PAA
210
Peregrine Asset Advisers
Oregon
$900K
TW
211
Towerpoint Wealth
California
$897K
KPWS
212
Kestra Private Wealth Services
Texas
$896K
BJL
213
Brighton Jones LLC
Washington
$896K
RWA
214
Redhawk Wealth Advisors
Minnesota
$866K
SWM
215
SeaCrest Wealth Management
New York
$863K
LKWM
216
Lee-Kelleher Wealth Management
Maryland
$860K
KFI
217
Key Financial Inc
Pennsylvania
$842K
RT
218
Rockland Trust
Massachusetts
$841K
National Bank of Canada
219
National Bank of Canada
Quebec, Canada
$840K
JIR
220
James Investment Research
Ohio
$836K
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$834K
SP
222
Stablepoint Partners
Massachusetts
$819K
HGWM
223
Horst & Graben Wealth Management
Oregon
$811K
PFA
224
Portland Financial Advisors
New York
$808K
FFA
225
Farther Finance Advisors
California
$797K