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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
Truist Financial
26
Truist Financial
North Carolina
$19.2M
Stifel Financial
27
Stifel Financial
Missouri
$17.9M
XF
28
XML Financial
Maryland
$17.1M
WPW
29
Waldron Private Wealth
Pennsylvania
$16.5M
GC
30
Guggenheim Capital
Illinois
$15.5M
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$14.6M
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$14.1M
Osaic Holdings
33
Osaic Holdings
Arizona
$13.6M
ANTB
34
AMG National Trust Bank
Colorado
$12.3M
OC
35
Oppenheimer & Co
New York
$12.1M
MWM
36
Modera Wealth Management
New Jersey
$12M
KWM
37
Kingsview Wealth Management
Oregon
$11.9M
HNB
38
Huntington National Bank
Ohio
$11.9M
ML
39
McAdam LLC
Pennsylvania
$11.8M
AP
40
Advisors Preferred
Maryland
$11.5M
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$11.1M
WMA
42
William Mack & Associates
Michigan
$10.9M
AIM
43
Advyzon Investment Management
Illinois
$10.3M
AFS
44
Anderson Financial Strategies
Ohio
$10M
SIA
45
Strategic Investment Advisors
Michigan
$9.66M
FTA
46
Financial & Tax Architects
Missouri
$9.62M
BCM
47
Bluefin Capital Management
New York
$9.58M
PWM
48
Paulson Wealth Management
Illinois
$9.18M
NAM
49
NTV Asset Management
West Virginia
$8.91M
WA
50
Win Advisors
Florida
$8.84M