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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
CFD
476
Creative Financial Designs
Indiana
$24.4K -$29.8K -319 -54%
KFG
477
Kingdom Financial Group
Arizona
$23.5K -$1.21K -13 -5%
LAS
478
Lloyd Advisory Services
Georgia
$23.5K +$14.4K +154 +150%
FPB
479
First PREMIER Bank
South Dakota
$23K
1L
480
10Elms LLP
Oklahoma
$22.9K +$23.3K +250 New
PWPS
481
Pinnacle Wealth Planning Services
Ohio
$22.7K
PA
482
Parallel Advisors
California
$22.5K -$52K -557 -69%
SC
483
Solstein Capital
California
$22K
AIP
484
Ameritas Investment Partners
Nebraska
$20.6K +$93 +1 +0.4%
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K
AA
486
Ancora Advisors
Ohio
$18.5K +$18.9K +202 New
GCM
487
Gables Capital Management
Florida
$18.3K
GBT
488
Grove Bank & Trust
Florida
$18.3K
HWA
489
HHM Wealth Advisors
Tennessee
$18.2K
ATPW
490
Ashton Thomas Private Wealth
Arizona
$17.4K +$17.7K +190 New
TCM
491
TD Capital Management
Tennessee
$17.1K +$11.6K +124 +197%
MCM
492
Manchester Capital Management
Vermont
$15.2K
PK
493
Pflug Koory
Nebraska
$13.8K +$93 +1 +0.7%
TCM
494
Triumph Capital Management
Colorado
$13.7K
CFG
495
Clayton Financial Group
Missouri
$13.5K
PCA
496
Providence Capital Advisors
North Carolina
$12.7K -$10.4K -111 -44%
KFAS
497
Keating Financial Advisory Services
Kansas
$12.7K -$1.21K -13 -9%
GWP
498
Gen-Wealth Partners
Michigan
$11.9K
M
499
MOTCO
Texas
$11.6K +$11.9K +127 New
FFA
500
Founders Financial Alliance
North Carolina
$11.4K +$9.15K +98 +363%