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State Street SPDR Bloomberg Convertible Securities ETF

523 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, 152 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: 507523 (+16)

14.53% less ownership

Funds ownership: 67.08%52.55% (-15%)

18% less capital invested

Capital invested by funds: $3.09B → $2.53B (-$562M)

23% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 198

88% less call options, than puts

Call options by funds: $339K | Put options by funds: $2.92M

Holders
523
Holders Change
+16
Holders Change %
+3.16%
% of All Funds
6.44%
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
152
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
NRI
401
NFP Retirement Inc
California
$223K +$4.58K +49 +2%
BWL
402
Bogart Wealth LLC
Virginia
$221K
Envestnet Portfolio Solutions
403
Envestnet Portfolio Solutions
Illinois
$220K -$3.54M -37,910 -94%
MCC
404
Money Concepts Capital
Florida
$219K -$89.1K -954 -29%
WA
405
WESPAC Advisors
California
$213K +$218K +2,331 New
CFG
406
Citizens Financial Group
Rhode Island
$212K
Wealthfront Advisers
407
Wealthfront Advisers
California
$210K +$214K +2,294 New
IHL
408
Investment House LLC
California
$209K
PWG
409
Portside Wealth Group
Utah
$209K -$28.5K -305 -12%
VPP
410
Vertex Planning Partners
Illinois
$208K +$187 +2 +0.1%
GCIA
411
Gabelli & Co Investment Advisers
New York
$206K
KP
412
Keel Point
Alabama
$203K +$207K +2,213 New
BWM
413
BAM Wealth Management
Colorado
$201K +$205K +2,201 New
IWS
414
Intentional Wealth Strategies
Colorado
$200K +$204K +2,187 New
MWA
415
Medallion Wealth Advisors
Connecticut
$174K +$467 +5 +0.3%
ASN
416
Advisory Services Network
Georgia
$173K +$177K +1,891 New
BF
417
BOK Financial
Oklahoma
$166K -$93.4K -1,000 -36%
CIAS
418
Capital Investment Advisory Services
North Carolina
$165K
RF
419
Rossby Financial
Florida
$148K +$55.4K +593 +59%
EB
420
Eastern Bank
Massachusetts
$137K -$8.03K -86 -5%
HBW
421
Hazlett, Burt & Watson
West Virginia
$132K -$2.52K -27 -2%
AAP
422
Arax Advisory Partners
Colorado
$132K +$103K +1,100 +326%
HFS
423
Hughes Financial Services
Virginia
$131K
UCB
424
United Community Bank
South Carolina
$129K +$131K +1,407 New
GTAM
425
Global Trust Asset Management
Florida
$129K