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
BWL
401
Bogart Wealth LLC
Virginia
$221K
Envestnet Portfolio Solutions
402
Envestnet Portfolio Solutions
Illinois
$220K -$3.54M -37,910 -94%
MCC
403
Money Concepts Capital
Florida
$219K -$89.1K -954 -29%
WA
404
WESPAC Advisors
California
$213K +$218K +2,331 New
CFG
405
Citizens Financial Group
Rhode Island
$212K
Wealthfront Advisers
406
Wealthfront Advisers
California
$210K +$214K +2,294 New
IHL
407
Investment House LLC
California
$209K
PWG
408
Portside Wealth Group
Utah
$209K -$28.5K -305 -12%
VPP
409
Vertex Planning Partners
Illinois
$208K +$187 +2 +0.1%
GCIA
410
Gabelli & Co Investment Advisers
New York
$206K
KP
411
Keel Point
Alabama
$203K +$207K +2,213 New
BWM
412
BAM Wealth Management
Colorado
$201K +$205K +2,201 New
IWS
413
Intentional Wealth Strategies
Colorado
$200K +$204K +2,187 New
MWA
414
Medallion Wealth Advisors
Connecticut
$174K +$467 +5 +0.3%
ASN
415
Advisory Services Network
Georgia
$173K +$177K +1,891 New
BF
416
BOK Financial
Oklahoma
$166K -$93.4K -1,000 -36%
CIAS
417
Capital Investment Advisory Services
North Carolina
$165K
RF
418
Rossby Financial
Florida
$148K +$55.4K +593 +59%
EB
419
Eastern Bank
Massachusetts
$137K -$8.03K -86 -5%
HBW
420
Hazlett, Burt & Watson
West Virginia
$132K -$2.52K -27 -2%
AAP
421
Arax Advisory Partners
Colorado
$132K +$103K +1,100 +326%
HFS
422
Hughes Financial Services
Virginia
$131K
UCB
423
United Community Bank
South Carolina
$129K +$131K +1,407 New
GTAM
424
Global Trust Asset Management
Florida
$129K
CFB
425
Cullen/Frost Bankers
Texas
$121K -$840 -9 -0.7%