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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
GSEP
501
Golden State Equity Partners
California
$10.1K
PSFG
502
Park Square Financial Group
Georgia
$9.88K
LWM
503
Lodestone Wealth Management
Washington
$9.29K
SGK
504
Steigerwald Gordon & Koch
Virginia
$9.15K
RIA
505
Realta Investment Advisors
Delaware
$9.15K
MDCM
506
Morgan Dempsey Capital Management
Wisconsin
$9.15K
1IA
507
1620 Investment Advisors
Massachusetts
$8.88K
HFS
508
Hantz Financial Services
Michigan
$8K
SFS
509
Sunrise Financial Services
Washington
$7.6K
CTWM
510
Cherry Tree Wealth Management
Minnesota
$7.32K
MS
511
Monetary Solutions
Ohio
$6.86K
BC
512
Barrett & Company
Rhode Island
$6.13K
SC
513
Swan Capital
Florida
$4.67K
NFSG
514
Newbridge Financial Services Group
Florida
$3.52K
SC
515
SouthState Corp
Florida
$3.39K
VAI
516
Vanguard Advisers Inc
Pennsylvania
$2.56K
Q1WB
517
Quest 10 Wealth Builders
Virginia
$2.29K
KCM
518
Key Capital Management
Tennessee
$1.19K
CPG
519
Cornerstone Planning Group
New Jersey
$1.01K
T
520
Tidemark
California
$549
DFA
521
DHJJ Financial Advisors
Illinois
$92
FMII
522
Farmers & Merchants Investments Inc
Nebraska
$92
Russell Investments Group
523
Russell Investments Group
United Kingdom
$83
PFM
524
Potomac Fund Management
Florida
WWA
525
Wealth Watch Advisors
Colorado