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