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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
AG
351
Ascent Group
Virginia
$331K
VAG
352
VisionPoint Advisory Group
Texas
$329K
Baird Financial Group
353
Baird Financial Group
Wisconsin
$327K
HI
354
Harbour Investments
Wisconsin
$324K
Fisher Asset Management
355
Fisher Asset Management
Washington
$323K
AWA
356
Arkadios Wealth Advisors
Georgia
$322K
BFO
357
Boston Family Office
Massachusetts
$321K
CA
358
CoreCap Advisors
Michigan
$315K
AWAU
359
Alliance Wealth Advisors (Utah)
Utah
$315K
CBU
360
CIBC Bancorp USA
Illinois
$314K
PWP
361
Principle Wealth Partners
Connecticut
$313K
CPC
362
Consolidated Planning Corp
Georgia
$310K
BRWM
363
Blue Rock Wealth Management
North Carolina
$309K
CWM
364
CCG Wealth Management
California
$308K
HH
365
Hilltop Holdings
Texas
$306K
PTC
366
Private Trust Company
Ohio
$306K
HW
367
Hancock Whitney
Mississippi
$303K
BCG
368
Breakwater Capital Group
New Jersey
$294K
SC
369
Savant Capital
Illinois
$292K
CI
370
CX Institutional
Indiana
$289K
BHBT
371
Burke & Herbert Bank & Trust
Virginia
$284K
WAM
372
Worth Asset Management
Texas
$284K
9FG
373
93 Financial Group
Massachusetts
$284K
IW
374
Instrumental Wealth
Florida
$280K
CF
375
Centaurus Financial
California
$279K