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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
MCC
401
Money Concepts Capital
Florida
$219K
WA
402
WESPAC Advisors
California
$213K
CFG
403
Citizens Financial Group
Rhode Island
$212K
Wealthfront Advisers
404
Wealthfront Advisers
California
$210K
IHL
405
Investment House LLC
California
$209K
PWG
406
Portside Wealth Group
Utah
$209K
VPP
407
Vertex Planning Partners
Illinois
$208K
GCIA
408
Gabelli & Co Investment Advisers
New York
$206K
BWM
409
BAM Wealth Management
Colorado
$201K
IWS
410
Intentional Wealth Strategies
Colorado
$200K
MWA
411
Medallion Wealth Advisors
Connecticut
$174K
ASN
412
Advisory Services Network
Georgia
$173K
BF
413
BOK Financial
Oklahoma
$166K
CIAS
414
Capital Investment Advisory Services
North Carolina
$165K
RF
415
Rossby Financial
Florida
$148K
EB
416
Eastern Bank
Massachusetts
$137K
HBW
417
Hazlett, Burt & Watson
West Virginia
$132K
AAP
418
Arax Advisory Partners
Colorado
$132K
HFS
419
Hughes Financial Services
Virginia
$131K
UCB
420
United Community Bank
South Carolina
$129K
GTAM
421
Global Trust Asset Management
Florida
$129K
CFB
422
Cullen/Frost Bankers
Texas
$121K
MA
423
MCF Advisors
Kentucky
$119K
MWM
424
Mosley Wealth Management
California
$119K
OC
425
Oakworth Capital
Alabama
$109K