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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
EWM
426
EPG Wealth Management
Georgia
$99.6K
MSG
427
Main Street Group
Virginia
$97.5K
AT
428
Arlington Trust
Alabama
$91.5K
GCP
429
Gill Capital Partners
Colorado
$91.5K
SS
430
SBI Securities
Japan
$88.3K
DJSG
431
D.J. St. Germain
Massachusetts
$86.3K
AF
432
Advisornet Financial
Minnesota
$86.2K
Franklin Resources
433
Franklin Resources
California
$85.9K
DF
434
Dunhill Financial
United Kingdom
$85.6K
IA
435
IFG Advisory
Georgia
$82.4K
HWP
436
Highline Wealth Partners
California
$81.8K
WETS
437
Wealth Enhancement Trust Services
South Dakota
$78.2K
PFM
438
Phillips Financial Management
Indiana
$74.5K
WPA
439
Wealth Preservation Advisors
Tennessee
$73.2K
USB
440
Union Savings Bank
Connecticut
$69.9K
RF
441
Robbins Farley
New Hampshire
$65.6K
AUB
442
Atlantic Union Bankshares
Virginia
$64.1K
LC
443
Lavaca Capital
Texas
$63.8K
ANBT
444
American National Bank & Trust
Texas
$59K
FNWA
445
Financial Network Wealth Advisors
Utah
$55.8K
B
446
Bayban
Minnesota
$54.9K
IBOK
447
Independence Bank of Kentucky
Kentucky
$54.9K
HIA
448
Harbor Investment Advisory
Maryland
$54.4K
SMA
449
Sage Mountain Advisors
Georgia
$52.1K
RF
450
Roxbury Financial
New Jersey
$50.8K