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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
LAA
301
Liberty Atlantic Advisors
Texas
$469K
SWM
302
Spire Wealth Management
Virginia
$467K +$373 +4 +0.1%
AA
303
AlphaCentric Advisors
Puerto Rico
$466K +$38.7K +415 +9%
GAA
304
Guardian Asset Advisors
Pennsylvania
$462K -$590K -6,324 -56%
HOWA
305
Hudson Oak Wealth Advisory
New Jersey
$454K
FBB
306
Fulton Breakefield Broenniman
Maryland
$454K -$138K -1,475 -23%
CAG
307
Csenge Advisory Group
Florida
$451K -$29.5K -316 -6%
FA
308
Faithward Advisors
Pennsylvania
$450K -$16.9K -181 -4%
Allianz Asset Management
309
Allianz Asset Management
Germany
$448K +$457K +4,900 New
AOWM
310
Asset One Wealth Management
Washington
$446K +$74.2K +795 +22%
CG
311
Caprock Group
Idaho
$442K +$451K +4,835 New
FWA
312
FSC Wealth Advisors
New York
$433K -$5.22M -55,887 -92%
BOS
313
Bank of Stockton
California
$430K
DWM
314
Dakota Wealth Management
Florida
$428K -$18.7K -200 -4%
SOS
315
Silver Oak Securities
Tennessee
$426K -$1.53M -16,375 -78%
American Century Companies
316
American Century Companies
Missouri
$417K -$1.25M -13,414 -75%
DWAM
317
Duncan Williams Asset Management
Tennessee
$416K -$6.25K -67 -1%
OPA
318
Old Port Advisors
Maine
$415K
EWA
319
EverSource Wealth Advisors
Alabama
$414K -$83.3K -892 -16%
EFG
320
Embree Financial Group
Illinois
$400K +$14.9K +160 +4%
IAIM
321
International Assets Investment Management
Florida
$400K -$1.21K -13 -0.3%
TWC
322
TD Waterhouse Canada
Ontario, Canada
$397K -$843K -9,030 -68%
TWM
323
Topsail Wealth Management
North Carolina
$391K
HPC
324
Hobart Private Capital
North Carolina
$386K -$437K -4,680 -53%
IPW
325
Impact Partnership Wealth
Georgia
$385K +$392K +4,203 New