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State Street SPDR Bloomberg Convertible Securities ETF

522 hedge funds and large institutions have $2.53B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 151 increasing their positions, 198 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 38

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

3% more funds holding

Funds holding: 507522 (+15)

14.54% less ownership

Funds ownership: 67.08%52.54% (-15%)

18% less capital invested

Capital invested by funds: $3.09B → $2.53B (-$563M)

24% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 198

88% less call options, than puts

Call options by funds: $339K | Put options by funds: $2.92M

Holders
522
Holders Change
+15
Holders Change %
+2.96%
% of All Funds
6.43%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.34%
New
65
Increased
151
Reduced
198
Closed
38
Calls
$339K
Puts
$2.92M
Net Calls
-$2.58M
Net Calls Change
-$1.61M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
226
JP Morgan Chase
New York
$925K +$229K +2,453 +31%
Squarepoint
227
Squarepoint
New York
$912K +$931K +9,969 New
PFPG
228
Pinnacle Financial Partners (Georgia)
Georgia
$902K +$27.4K +294 +3%
KPWS
229
Kestra Private Wealth Services
Texas
$897K -$9.15K -98 -1%
HGWM
230
Horst & Graben Wealth Management
Oregon
$894K -$69.4K -743 -8%
OFS
231
OneAscent Financial Services
Alabama
$890K -$12.5K -134 -1%
SWM
232
SK Wealth Management
Rhode Island
$886K -$29.2K -313 -3%
FMC
233
First Merchants Corp
Indiana
$884K
TCM
234
Telos Capital Management
California
$881K -$32.3K -346 -3%
Legacy Financial Group (Iowa)
235
Legacy Financial Group (Iowa)
Iowa
$877K -$107K -1,143 -11%
LKWM
236
Lee-Kelleher Wealth Management
Maryland
$869K
GM
237
GeoWealth Management
Illinois
$865K +$34.9K +374 +4%
SWP
238
Stratos Wealth Partners
Ohio
$864K -$159K -1,707 -15%
SP
239
Stablepoint Partners
Massachusetts
$856K +$17.5K +187 +2%
KFI
240
Key Financial Inc
Pennsylvania
$844K
RT
241
Rockland Trust
Massachusetts
$842K -$8.5K -91 -1%
SWM
242
SeaCrest Wealth Management
New York
$823K +$14.1K +151 +2%
Cerity Partners
243
Cerity Partners
New York
$819K +$189K +2,027 +29%
PFA
244
Portland Financial Advisors
New York
$815K -$1.87K -20 -0.2%
Fifth Third Bancorp
245
Fifth Third Bancorp
Ohio
$809K +$825K +8,840 New
AWMI
246
Aegis Wealth Management (Iowa)
Iowa
$809K -$12M -128,911 -94%
Fidelity International
247
Fidelity International
Bermuda
$793K -$2.54M -27,258 -76%
RM
248
RCW Management
Florida
$791K -$10.5K -112 -1%
AWE
249
Avidian Wealth Enterprises
Texas
$775K +$255K +2,729 +48%
SCM
250
Sidoxia Capital Management
California
$774K +$790K +8,462 New