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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
TA
276
TFB Advisors
Kansas
$598K -$157K -1,679 -20%
CPL
277
CAP Partners LLC
Tennessee
$575K +$654 +7 +0.1%
Qube Research & Technologies (QRT)
278
Qube Research & Technologies (QRT)
United Kingdom
$572K +$253K +2,712 +77%
LWM
279
LongView Wealth Management
Georgia
$570K +$1.4K +15 +0.3%
TW
280
Trajan Wealth
Arizona
$565K +$65.4K +701 +13%
SCA
281
Snowden Capital Advisors
New York
$557K -$2.24K -24 -0.4%
KA
282
Kovack Advisors
Florida
$555K +$27.2K +291 +5%
IWC
283
Integrated Wealth Concepts
Massachusetts
$553K +$97.7K +1,046 +21%
AAS
284
Annex Advisory Services
Wisconsin
$549K +$1.4K +15 +0.3%
SAW
285
Signal Advisors Wealth
Michigan
$548K +$78.2K +838 +16%
HCM
286
Howard Capital Management
Georgia
$545K -$216M -2,309,628 -100%
SWM
287
Schwallier Wealth Management
Michigan
$526K +$537K +5,748 New
CTFG
288
Capstone Triton Financial Group
Oklahoma
$519K +$268K +2,874 +100%
HI
289
Hyundai Investments
South Korea
$519K +$72K +771 +15%
SAI
290
Savvy Advisors Inc
New York
$517K +$528K +5,652 New
EFL
291
ERn Financial LLC
Wisconsin
$513K +$187 +2 +0%
DWM
292
Diversify Wealth Management
Utah
$507K +$130K +1,388 +38%
RW
293
RVW Wealth
California
$504K
MCM
294
MV Capital Management
Maryland
$494K
FWA
295
FORM Wealth Advisors
Wisconsin
$494K -$85K -910 -14%
WMR
296
Wealth Management Resources
Rhode Island
$490K -$158K -1,695 -24%
PI
297
PFG Investments
New York
$487K +$496K +5,317 New
SWP
298
Sagespring Wealth Partners
Tennessee
$483K -$8.03K -86 -2%
GEA
299
Glen Eagle Advisors
New Jersey
$480K
CAC
300
Certified Advisory Corp
Florida
$475K +$30.2K +323 +7%