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State Street SPDR Bloomberg Convertible Securities ETF

520 hedge funds and large institutions have $2.52B invested in State Street SPDR Bloomberg Convertible Securities ETF in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 150 increasing their positions, 198 reducing their positions, and 38 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:

less ownership

Funds ownership:

18% less capital invested

Capital invested by funds: $3.08B → $2.52B (-$564M)

24% less repeat investments, than reductions

Existing positions increased: 150 | Existing positions reduced: 198

88% less call options, than puts

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

Holders
520
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$339K
Puts
$2.92M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFPG
226
Pinnacle Financial Partners (Georgia)
Georgia
$902K
KPWS
227
Kestra Private Wealth Services
Texas
$897K
HGWM
228
Horst & Graben Wealth Management
Oregon
$894K
OFS
229
OneAscent Financial Services
Alabama
$890K
SWM
230
SK Wealth Management
Rhode Island
$886K
FMC
231
First Merchants Corp
Indiana
$884K
TCM
232
Telos Capital Management
California
$881K
Legacy Financial Group (Iowa)
233
Legacy Financial Group (Iowa)
Iowa
$877K
LKWM
234
Lee-Kelleher Wealth Management
Maryland
$869K
GM
235
GeoWealth Management
Illinois
$865K
SWP
236
Stratos Wealth Partners
Ohio
$864K
SP
237
Stablepoint Partners
Massachusetts
$856K
KFI
238
Key Financial Inc
Pennsylvania
$844K
RT
239
Rockland Trust
Massachusetts
$842K
SWM
240
SeaCrest Wealth Management
New York
$823K
Cerity Partners
241
Cerity Partners
New York
$819K
NA
242
NewEdge Advisors
Louisiana
$815K
PFA
243
Portland Financial Advisors
New York
$815K
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$809K
AWMI
245
Aegis Wealth Management (Iowa)
Iowa
$809K
Fidelity International
246
Fidelity International
Bermuda
$793K
RM
247
RCW Management
Florida
$791K
AWE
248
Avidian Wealth Enterprises
Texas
$775K
SCM
249
Sidoxia Capital Management
California
$774K
PNFS
250
PW Nova Financial Services
Pennsylvania
$771K