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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
OAM
201
Occidental Asset Management
California
$1.05M
HIM
202
Hanlon Investment Management
New Jersey
$1.04M
IWS
203
Insight Wealth Strategies
California
$1.03M
PWP
204
Pursue Wealth Partners
California
$1.02M
GAA
205
Guardian Asset Advisors
Pennsylvania
$1.01M
SRC
206
Sage Rhino Capital
California
$1M
Legacy Financial Group (Iowa)
207
Legacy Financial Group (Iowa)
Iowa
$996K
SWP
208
Stratos Wealth Partners
Ohio
$994K
CCA
209
Cottonwood Capital Advisors
Utah
$983K
Lazard Asset Management
210
Lazard Asset Management
New York
$981K
MAG
211
M3 Advisory Group
Massachusetts
$974K
SPC
212
Sigma Planning Corp
Michigan
$973K
JFGIW
213
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$970K
DCM
214
Delta Capital Management
New Jersey
$969K
IB
215
Intrust Bank
Kansas
$957K
SWM
216
SK Wealth Management
Rhode Island
$931K
PAA
217
Peregrine Asset Advisers
Oregon
$928K
HWM
218
HB Wealth Management
Georgia
$917K
TW
219
Towerpoint Wealth
California
$914K
CWMGO
220
Capstone Wealth Management Group (Oregon)
Oregon
$904K
TCM
221
Telos Capital Management
California
$890K
KPWS
222
Kestra Private Wealth Services
Texas
$883K
OFS
223
OneAscent Financial Services
Alabama
$880K
FMC
224
First Merchants Corp
Indiana
$862K
HGWM
225
Horst & Graben Wealth Management
Oregon
$858K