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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
OPWM
376
Oxinas Partners Wealth Management
Indiana
$275K
UWM
377
Urban Wealth Management
California
$274K
WAG
378
Winthrop Advisory Group
Massachusetts
$273K
BFG
379
Berger Financial Group
Minnesota
$273K
WP
380
Westmount Partners
California
$270K
CIBC World Market
381
CIBC World Market
Ontario, Canada
$270K
MC
382
Moors & Cabot
Massachusetts
$268K
NP
383
NorthRock Partners
Minnesota
$260K
GVAG
384
Great Valley Advisor Group
Delaware
$257K
CB
385
Commerce Bank
Missouri
$253K
RIL
386
Rothschild Investment LLC
Illinois
$252K
BBHC
387
Brown Brothers Harriman & Co
New York
$251K
OIA
388
OneDigital Investment Advisors
Kansas
$251K
OSAM
389
O'Shaughnessy Asset Management
Connecticut
$249K
MWM
390
Meridian Wealth Management
Kentucky
$249K
HWAM
391
Hennion & Walsh Asset Management
New Jersey
$248K
BCI
392
Brinker Capital Investments
Pennsylvania
$245K
MKA
393
M. Kulyk & Associates
Georgia
$245K
LSWP
394
Liberty Square Wealth Partners
Pennsylvania
$238K
QCIG
395
Quad-Cities Investment Group
Iowa
$236K
KCFA
396
Key Client Fiduciary Advisors
New Jersey
$227K
UBS AM
397
UBS AM
Illinois
$226K
NRI
398
NFP Retirement Inc
California
$223K
BWL
399
Bogart Wealth LLC
Virginia
$221K
Envestnet Portfolio Solutions
400
Envestnet Portfolio Solutions
Illinois
$220K