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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
PNFS
251
PW Nova Financial Services
Pennsylvania
$771K
BPA
252
Beacon Pointe Advisors
California
$769K +$389K +4,171 +99%
SWASL
253
Spartan Wealth Advisory Services LLC
Michigan
$757K +$772K +8,273 New
PA
254
Pinnacle Associates
New York
$731K
BFM
255
Boothbay Fund Management
New York
$716K +$730K +7,820 New
SI
256
Stephens Inc
Arkansas
$711K -$560 -6 -0.1%
CMMS
257
Comprehensive Money Management Services
Florida
$710K
CAI
258
Capital Advisors Inc
Oklahoma
$700K
Invesco
259
Invesco
Georgia
$695K -$4.01K -43 -0.6%
MWM
260
Maridea Wealth Management
New York
$684K -$14.1K -151 -2%
SAM
261
Smithbridge Asset Management
Pennsylvania
$680K -$726K -7,775 -51%
LFA
262
Laraway Financial Advisors
Minnesota
$675K -$1.12K -12 -0.2%
Citadel Advisors
263
Citadel Advisors
Florida
$667K +$680K +7,283 New
PUI
264
Purpose Unlimited Inc
$640K +$639K +6,843 +4,277%
WB
265
Webster Bank
Connecticut
$640K
CWM
266
Connecticut Wealth Management
Connecticut
$640K
GWP
267
Gateway Wealth Partners
Wisconsin
$634K +$647K +6,932 New
WA
268
Waystone Advisors
Washington
$632K -$27.5K -295 -4%
TCA
269
Trifecta Capital Advisors
Illinois
$626K
MT
270
Midwest Trust
Kansas
$624K +$280K +3,000 +79%
AAS
271
Ameritas Advisory Services
Nebraska
$611K -$77K -825 -11%
BIA
272
Bigelow Investment Advisors
Maine
$611K +$247K +2,650 +66%
M&T Bank
273
M&T Bank
New York
$604K -$140K -1,500 -19%
LFIA
274
Legacy Financial Independent Advisors
Kentucky
$598K +$610K +6,536 New
SCG
275
Sonata Capital Group
Washington
$598K