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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
FRA
451
Front Row Advisors
California
$49.4K
SWA
452
SOA Wealth Advisors
New York
$49.2K
ACA
453
Aptus Capital Advisors
Alabama
$49K
SAM
454
Smartleaf Asset Management
Massachusetts
$48.4K
SIS
455
Strategic Investment Solutions
Illinois
$45.8K
FFG
456
Forum Finance Group
$41K
CT
457
Colonial Trust
South Carolina
$39K
WWM
458
Western Wealth Management
Colorado
$38.4K
AGWCA
459
Annis Gardner Whiting Capital Advisors
Florida
$36.8K
CT
460
Caldwell Trust
Florida
$36.6K
FFA
461
Frazier Financial Advisors
Ohio
$36.5K
MG
462
Mather Group
Illinois
$35.1K
NB
463
NBT Bank
New York
$34.2K
CTB
464
Country Trust Bank
Illinois
$33.9K
FCAS
465
First Command Advisory Services
Texas
$32.1K
FPF
466
First Pacific Financial
Washington
$30.3K
SIS
467
Sound Income Strategies
Florida
$30.1K
WGL
468
Wellington Grp LLC
Indiana
$29.7K
BWM
469
Benson Wealth Management
Tennessee
$27.8K
BTI
470
Blue Trust Inc
Georgia
$27.5K
HPWM
471
High Point Wealth Management
New Jersey
$26.2K
CFFP
472
Center for Financial Planning
Michigan
$26K
TCM
473
Tradewinds Capital Management
Washington
$25.1K
CFD
474
Creative Financial Designs
Indiana
$24.4K
KFG
475
Kingdom Financial Group
Arizona
$23.5K