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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
CF
376
Centaurus Financial
California
$279K -$5.7K -61 -2%
OPWM
377
Oxinas Partners Wealth Management
Indiana
$275K -$1.59K -17 -0.6%
UWM
378
Urban Wealth Management
California
$274K
WAG
379
Winthrop Advisory Group
Massachusetts
$273K
BFG
380
Berger Financial Group
Minnesota
$273K -$27.9K -299 -9%
WP
381
Westmount Partners
California
$270K +$467 +5 +0.2%
CIBC World Market
382
CIBC World Market
Ontario, Canada
$270K
MC
383
Moors & Cabot
Massachusetts
$268K
NP
384
NorthRock Partners
Minnesota
$260K
GVAG
385
Great Valley Advisor Group
Delaware
$257K -$5.04K -54 -2%
CB
386
Commerce Bank
Missouri
$253K +$258K +2,760 New
RIL
387
Rothschild Investment LLC
Illinois
$252K +$257K +2,750 New
BBHC
388
Brown Brothers Harriman & Co
New York
$251K +$3.17K +34 +1%
OIA
389
OneDigital Investment Advisors
Kansas
$251K -$187 -2 -0.1%
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$249K +$78.4K +840 +45%
MWM
391
Meridian Wealth Management
Kentucky
$249K
HWAM
392
Hennion & Walsh Asset Management
New Jersey
$248K -$122K -1,305 -32%
BCI
393
Brinker Capital Investments
Pennsylvania
$245K -$39.8M -426,732 -99%
MKA
394
M. Kulyk & Associates
Georgia
$245K +$16.2K +174 +7%
LSWP
395
Liberty Square Wealth Partners
Pennsylvania
$238K -$14.5K -155 -6%
QCIG
396
Quad-Cities Investment Group
Iowa
$236K -$1.12K -12 -0.5%
WF
397
WealthPoint Financial
North Carolina
$230K +$235K +2,513 New
KCFA
398
Key Client Fiduciary Advisors
New Jersey
$227K
UBS AM
399
UBS AM
Illinois
$226K +$230K +2,467 New
NRI
400
NFP Retirement Inc
California
$223K +$4.58K +49 +2%