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
FWM
351
Focused Wealth Management
New York
$332K -$2.15K -23 -0.6%
AG
352
Ascent Group
Virginia
$331K -$58.2K -623 -15%
VAG
353
VisionPoint Advisory Group
Texas
$329K +$24.8K +266 +8%
Baird Financial Group
354
Baird Financial Group
Wisconsin
$327K
HI
355
Harbour Investments
Wisconsin
$324K +$202K +2,163 +157%
Fisher Asset Management
356
Fisher Asset Management
Washington
$323K +$56.3K +603 +21%
AWA
357
Arkadios Wealth Advisors
Georgia
$322K +$5.51K +59 +2%
BFO
358
Boston Family Office
Massachusetts
$321K
CA
359
CoreCap Advisors
Michigan
$315K -$3.73K -40 -1%
AWAU
360
Alliance Wealth Advisors (Utah)
Utah
$315K -$369K -3,953 -53%
CBU
361
CIBC Bancorp USA
Illinois
$314K +$321K +3,433 New
PWP
362
Principle Wealth Partners
Connecticut
$313K
CPC
363
Consolidated Planning Corp
Georgia
$310K +$316K +3,384 New
BRWM
364
Blue Rock Wealth Management
North Carolina
$309K -$318K -3,409 -50%
CWM
365
CCG Wealth Management
California
$308K
HH
366
Hilltop Holdings
Texas
$306K +$98.7K +1,057 +46%
PTC
367
Private Trust Company
Ohio
$306K
HW
368
Hancock Whitney
Mississippi
$303K +$7.56K +81 +3%
BCG
369
Breakwater Capital Group
New Jersey
$294K +$8.12K +87 +3%
SC
370
Savant Capital
Illinois
$292K -$29.1K -312 -9%
CI
371
CX Institutional
Indiana
$289K -$2.15K -23 -0.7%
BHBT
372
Burke & Herbert Bank & Trust
Virginia
$284K
WAM
373
Worth Asset Management
Texas
$284K -$187 -2 -0.1%
9FG
374
93 Financial Group
Massachusetts
$284K -$16.8K -180 -5%
IW
375
Instrumental Wealth
Florida
$280K +$187 +2 +0.1%