We are live on ! Find out more
CWB icon

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
RL
326
Retireful LLC
Michigan
$384K -$48K -514 -11%
DA
327
Detalus Advisors
Missouri
$383K -$89.1K -954 -19%
MIA
328
MeadowBrook Investment Advisors
Michigan
$378K
SC
329
Seldon Capital
California
$372K
QL
330
Quarry LP
New York
$371K +$378K +4,050 New
FIA
331
Foundations Investment Advisors
Arizona
$367K -$292K -3,127 -44%
CPA
332
Cardiff Park Advisors
California
$366K
FRA
333
Frank Rimerman Advisors
California
$366K
OCM
334
Orion Capital Management
California
$366K
USCWA
335
U.S. Capital Wealth Advisors
Texas
$366K
BAM
336
Belpointe Asset Management
Nevada
$364K -$2.43K -26 -0.6%
MCCA
337
Mill Creek Capital Advisors
Pennsylvania
$362K +$93 +1 +0%
PCIA
338
Prime Capital Investment Advisors
Kansas
$360K -$18.7K -200 -5%
MWM
339
Mascagni Wealth Management
Mississippi
$357K +$93 +1 +0%
FHC
340
First Heartland Consultants
Missouri
$353K +$142K +1,520 +65%
CWM
341
Copia Wealth Management
Oregon
$346K +$308K +3,304 +687%
Lido Advisors
342
Lido Advisors
California
$345K -$1.4K -15 -0.4%
CPSAC
343
Chas P. Smith & Associates (CPS)
Florida
$344K -$22.9K -245 -6%
RWP
344
RWA Wealth Partners
Massachusetts
$343K -$93.1K -997 -21%
AWA
345
Acorn Wealth Advisors
Michigan
$342K -$10.4K -111 -3%
IWN
346
Independent Wealth Network
Iowa
$341K +$347K +3,722 New
Calamos Advisors
347
Calamos Advisors
Illinois
$337K -$1.38M -14,765 -80%
CWM
348
Calamos Wealth Management
Illinois
$337K -$135K -1,441 -28%
MFG
349
Merit Financial Group
Georgia
$335K -$20.6K -221 -6%
PCS
350
Personal CFO Solutions
New Jersey
$334K -$3.64K -39 -1%