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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: 506522 (+16)

14.53% less ownership

Funds ownership: 67.07%52.54% (-15%)

18% less capital invested

Capital invested by funds: $3.09B → $2.53B (-$562M)

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
+16
Holders Change %
+3.16%
% 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
SVWA
501
Sarver Vrooman Wealth Advisors
Missouri
$10.6K
SR
502
Syntax Research
Florida
$10.5K -$654 -7 -6%
GSEP
503
Golden State Equity Partners
California
$10.1K +$10.3K +110 New
PSFG
504
Park Square Financial Group
Georgia
$9.88K -$17K -182 -63%
LWM
505
Lodestone Wealth Management
Washington
$9.29K +$93 +1 +1%
MDCM
506
Morgan Dempsey Capital Management
Wisconsin
$9.15K
RIA
507
Realta Investment Advisors
Delaware
$9.15K
SGK
508
Steigerwald Gordon & Koch
Virginia
$9.15K
1IA
509
1620 Investment Advisors
Massachusetts
$8.88K
HFS
510
Hantz Financial Services
Michigan
$8K
SFS
511
Sunrise Financial Services
Washington
$7.6K
CTWM
512
Cherry Tree Wealth Management
Minnesota
$7.32K
MS
513
Monetary Solutions
Ohio
$6.86K
BC
514
Barrett & Company
Rhode Island
$6.13K
SC
515
Swan Capital
Florida
$4.67K +$4.76K +51 New
NFSG
516
Newbridge Financial Services Group
Florida
$3.52K +$93 +1 +3%
SC
517
SouthState Corp
Florida
$3.39K +$3.45K +37 New
VAI
518
Vanguard Advisers Inc
Pennsylvania
$2.56K +$2.61K +28 New
Q1WB
519
Quest 10 Wealth Builders
Virginia
$2.29K
KCM
520
Key Capital Management
Tennessee
$1.19K -$2.61K -28 -68%
CPG
521
Cornerstone Planning Group
New Jersey
$1.01K -$12.5K -134 -93%
T
522
Tidemark
California
$549
DFA
523
DHJJ Financial Advisors
Illinois
$92
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$92
Russell Investments Group
525
Russell Investments Group
United Kingdom
$83 +$93 +1 New