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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
HIA
451
Harbor Investment Advisory
Maryland
$54.4K
SMA
452
Sage Mountain Advisors
Georgia
$52.1K
RF
453
Roxbury Financial
New Jersey
$50.8K +$93 +1 +0.2%
FRA
454
Front Row Advisors
California
$49.4K
SWA
455
SOA Wealth Advisors
New York
$49.2K +$93 +1 +0.2%
ACA
456
Aptus Capital Advisors
Alabama
$49K
SAM
457
Smartleaf Asset Management
Massachusetts
$48.4K +$50.8K +544 New
SIS
458
Strategic Investment Solutions
Illinois
$45.8K +$46.8K +501 New
FFG
459
Forum Finance Group
$41K +$51.3K +550 New
CT
460
Colonial Trust
South Carolina
$39K
AGWCA
461
Annis Gardner Whiting Capital Advisors
Florida
$36.8K -$560 -6 -1%
CT
462
Caldwell Trust
Florida
$36.6K
FFA
463
Frazier Financial Advisors
Ohio
$36.5K
MG
464
Mather Group
Illinois
$35.1K +$35.8K +383 New
NB
465
NBT Bank
New York
$34.2K
CTB
466
Country Trust Bank
Illinois
$33.9K
FCAS
467
First Command Advisory Services
Texas
$32.1K
FPF
468
First Pacific Financial
Washington
$30.3K +$93 +1 +0.3%
SIS
469
Sound Income Strategies
Florida
$30.1K -$5.13K -55 -14%
WG
470
Wellington Group
Indiana
$29.7K -$10.7K -115 -26%
BWM
471
Benson Wealth Management
Tennessee
$27.8K
BTI
472
Blue Trust Inc
Georgia
$27.5K
HPWM
473
High Point Wealth Management
New Jersey
$26.2K +$93 +1 +0.3%
CFFP
474
Center for Financial Planning
Michigan
$26K
TCM
475
Tradewinds Capital Management
Washington
$25.1K