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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
DA
326
Detalus Advisors
Missouri
$383K
MIA
327
MeadowBrook Investment Advisors
Michigan
$378K
SC
328
Seldon Capital
California
$372K
QL
329
Quarry LP
New York
$371K
FIA
330
Foundations Investment Advisors
Arizona
$367K
USCWA
331
U.S. Capital Wealth Advisors
Texas
$366K
OCM
332
Orion Capital Management
California
$366K
CPA
333
Cardiff Park Advisors
California
$366K
FRA
334
Frank Rimerman Advisors
California
$366K
BAM
335
Belpointe Asset Management
Nevada
$364K
MCCA
336
Mill Creek Capital Advisors
Pennsylvania
$362K
PCIA
337
Prime Capital Investment Advisors
Kansas
$360K
MWM
338
Mascagni Wealth Management
Mississippi
$357K
FHC
339
First Heartland Consultants
Missouri
$353K
CWM
340
Copia Wealth Management
Oregon
$346K
Lido Advisors
341
Lido Advisors
California
$345K
CPSAC
342
Chas P. Smith & Associates (CPS)
Florida
$344K
RWP
343
RWA Wealth Partners
Massachusetts
$343K
AWA
344
Acorn Wealth Advisors
Michigan
$342K
IWN
345
Independent Wealth Network
Iowa
$341K
Calamos Advisors
346
Calamos Advisors
Illinois
$337K
CWM
347
Calamos Wealth Management
Illinois
$337K
MFG
348
Merit Financial Group
Georgia
$335K
PCS
349
Personal CFO Solutions
New Jersey
$334K
FWM
350
Focused Wealth Management
New York
$332K