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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
Bank of America
1
Bank of America
North Carolina
$234M -$658K -7,235 -0.3%
HCM
2
Howard Capital Management
Georgia
$207M -$432K -4,753 -0.2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$199M -$16.4M -180,272 -7%
Morgan Stanley
4
Morgan Stanley
New York
$142M -$2.08M -22,908 -1%
LPL Financial
5
LPL Financial
California
$141M +$3.2M +35,217 +2%
Wells Fargo
6
Wells Fargo
California
$132M +$4.44M +48,840 +3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$128M -$15.1M -165,872 -10%
Bessemer Group
8
Bessemer Group
New Jersey
$101M
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$93M +$12.9M +142,387 +16%
AssetMark Inc
10
AssetMark Inc
California
$81.3M -$15.6M -171,767 -16%
Ameriprise
11
Ameriprise
Minnesota
$71.5M -$57.9K -637 -0.1%
Deutsche Bank
12
Deutsche Bank
Germany
$71.2M
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$69.8M +$323K +3,557 +0.5%
Jane Street
14
Jane Street
New York
$48.9M +$40M +440,188 +407%
GAG
15
Goodman Advisory Group
Massachusetts
$47.8M -$639K -7,026 -1%
Raymond James Financial
16
Raymond James Financial
Florida
$46.7M +$20.2M +221,819 +73%
Goldman Sachs
17
Goldman Sachs
New York
$46.6M -$5.52M -60,700 -10%
UBS Group
18
UBS Group
Switzerland
$43M +$597K +6,570 +1%
NYLIM
19
New York Life Investment Management
New York
$42.2M -$3.05M -33,584 -7%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$40.3M +$369K +4,062 +0.9%
BCI
21
Brinker Capital Investments
Pennsylvania
$38.3M -$1.68M -18,503 -4%
HHRDM
22
H&H Retirement Design & Management
Nevada
$37.1M -$383K -4,217 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$35.2M -$351K -3,858 -1%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$26.8M +$3.17M +34,842 +13%
PFM
25
Potomac Fund Management
Florida
$22.8M -$19.5M -214,240 -46%