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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
CFB
426
Cullen/Frost Bankers
Texas
$121K -$840 -9 -0.7%
MA
427
MCF Advisors
Kentucky
$119K
MWM
428
Mosley Wealth Management
California
$119K +$122K +1,311 New
OC
429
Oakworth Capital
Alabama
$109K
EWM
430
EPG Wealth Management
Georgia
$99.6K
MSG
431
Main Street Group
Virginia
$97.5K +$99.5K +1,066 New
AT
432
Arlington Trust
Alabama
$91.5K
GCP
433
Gill Capital Partners
Colorado
$91.5K +$93.4K +1,000 New
SS
434
SBI Securities
Japan
$88.3K -$2.52K -27 -3%
DJSG
435
D.J. St. Germain
Massachusetts
$86.3K -$15.5K -166 -15%
AF
436
Advisornet Financial
Minnesota
$86.2K +$187 +2 +0.2%
Franklin Resources
437
Franklin Resources
California
$85.9K -$2.8K -30 -3%
DF
438
Dunhill Financial
United Kingdom
$85.6K +$87.3K +935 New
IA
439
IFG Advisory
Georgia
$82.4K +$84K +900 New
HWP
440
Highline Wealth Partners
California
$81.8K +$42.4K +454 +103%
WETS
441
Wealth Enhancement Trust Services
South Dakota
$78.2K +$747 +8 +0.9%
PFM
442
Phillips Financial Management
Indiana
$74.5K
WPA
443
Wealth Preservation Advisors
Tennessee
$73.2K
USB
444
Union Savings Bank
Connecticut
$69.9K
RF
445
Robbins Farley
New Hampshire
$65.6K
AUB
446
Atlantic Union Bankshares
Virginia
$64.1K
LC
447
Lavaca Capital
Texas
$63.8K +$187 +2 +0.3%
ANBT
448
American National Bank & Trust
Texas
$59K
FNWA
449
Financial Network Wealth Advisors
Utah
$55.8K -$2.43K -26 -4%
B
450
Bayban
Minnesota
$54.9K -$2.99K -32 -5%