We are live on ! Find out more
CWB icon

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
Truist Financial
26
Truist Financial
North Carolina
$19.2M -$378K -4,054 -2%
Stifel Financial
27
Stifel Financial
Missouri
$17.9M +$38.5K +412 +0.2%
XF
28
XML Financial
Maryland
$17.1M -$147K -1,571 -0.8%
WPW
29
Waldron Private Wealth
Pennsylvania
$16.5M -$584K -6,257 -3%
GC
30
Guggenheim Capital
Illinois
$15.5M +$259K +2,772 +2%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$14.6M -$7.71M -82,544 -35%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$14.1M -$278K -2,982 -2%
Osaic Holdings
33
Osaic Holdings
Arizona
$13.6M -$1.78M -19,055 -11%
ANTB
34
AMG National Trust Bank
Colorado
$12.3M +$687K +7,359 +6%
OC
35
Oppenheimer & Co
New York
$12.1M -$210K -2,247 -2%
MWM
36
Modera Wealth Management
New Jersey
$12M -$835K -8,942 -6%
KWM
37
Kingsview Wealth Management
Oregon
$11.9M +$12.2M +130,481 New
HNB
38
Huntington National Bank
Ohio
$11.9M
ML
39
McAdam LLC
Pennsylvania
$11.8M +$590K +6,318 +5%
AP
40
Advisors Preferred
Maryland
$11.5M +$4.86M +52,101 +71%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$11.1M -$123M -1,313,437 -92%
WMA
42
William Mack & Associates
Michigan
$10.9M -$5.83M -62,467 -34%
AIM
43
Advyzon Investment Management
Illinois
$10.3M +$8.46M +90,601 +416%
AFS
44
Anderson Financial Strategies
Ohio
$10M -$324K -3,466 -3%
SIA
45
Strategic Investment Advisors
Michigan
$9.66M +$773K +8,283 +8%
FTA
46
Financial & Tax Architects
Missouri
$9.62M +$9.81M +105,088 New
BCM
47
Bluefin Capital Management
New York
$9.58M +$9.78M +104,719 New
PWM
48
Paulson Wealth Management
Illinois
$9.18M -$6.12M -65,591 -40%
NAM
49
NTV Asset Management
West Virginia
$8.91M -$324K -3,470 -3%
WA
50
Win Advisors
Florida
$8.84M +$9.01M +96,539 New