CWB icon

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
BPA
251
Beacon Pointe Advisors
California
$769K
SWASL
252
Spartan Wealth Advisory Services LLC
Michigan
$757K
PA
253
Pinnacle Associates
New York
$731K
BFM
254
Boothbay Fund Management
New York
$716K
SI
255
Stephens Inc
Arkansas
$711K
CMMS
256
Comprehensive Money Management Services
Florida
$710K
CAI
257
Capital Advisors Inc
Oklahoma
$700K
Invesco
258
Invesco
Georgia
$695K
MWM
259
Maridea Wealth Management
New York
$684K
SAM
260
Smithbridge Asset Management
Pennsylvania
$680K
LFA
261
Laraway Financial Advisors
Minnesota
$675K
Citadel Advisors
262
Citadel Advisors
Florida
$667K
PUI
263
Purpose Unlimited Inc
$640K
WB
264
Webster Bank
Connecticut
$640K
CWM
265
Connecticut Wealth Management
Connecticut
$640K
GWP
266
Gateway Wealth Partners
Wisconsin
$634K
WA
267
Waystone Advisors
Washington
$632K
TCA
268
Trifecta Capital Advisors
Illinois
$626K
MT
269
Midwest Trust
Kansas
$624K
AAS
270
Ameritas Advisory Services
Nebraska
$611K
BIA
271
Bigelow Investment Advisors
Maine
$611K
M&T Bank
272
M&T Bank
New York
$604K
LFIA
273
Legacy Financial Independent Advisors
Kentucky
$598K
SCG
274
Sonata Capital Group
Washington
$598K
TA
275
TFB Advisors
Kansas
$598K