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State Street SPDR Bloomberg Convertible Securities ETF

523 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, 152 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: 507523 (+16)

14.53% less ownership

Funds ownership: 67.08%52.55% (-15%)

18% less capital invested

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

23% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 198

88% less call options, than puts

Call options by funds: $339K | Put options by funds: $2.92M

Holders
523
Holders Change
+16
Holders Change %
+3.16%
% of All Funds
6.44%
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
152
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
Russell Investments Group
526
Russell Investments Group
United Kingdom
$83 +$93 +1 New
PFM
527
Potomac Fund Management
Florida
-$22.8M -255,798 Closed
WWA
528
Wealth Watch Advisors
Colorado
-$21.2M -238,038 Closed
LAM
529
Lifestyle Asset Management
Texas
-$12.6M -141,135 Closed
PA
530
PFG Advisors
Arizona
-$8.31M -93,126 Closed
HI
531
Horizon Investments
North Carolina
-$6.67M -74,789 Closed
CWM
532
Cordatus Wealth Management
Pennsylvania
-$2.69M -30,151 Closed
PAS
533
Parsonex Advisory Services
Colorado
-$1.97M -22,078 Closed
AC
534
Aristides Capital
Kentucky
-$1.62M -18,166 Closed
AFS
535
AFG Fiduciary Services
Massachusetts
-$1.38M -15,222 Closed
MSL
536
Mackay Shields LLC
New York
-$1.22M -13,633 Closed
JIR
537
James Investment Research
Ohio
-$1.15M -12,848 Closed
FGA
538
Fortis Group Advisors
New Jersey
-$1.13M -12,067 Closed
LTI
539
Laffer Tengler Investments
Tennessee
-$381K -4,267 Closed
AWM
540
Axxcess Wealth Management
California
-$268K -3,002 Closed
ZF
541
Zhang Financial
Michigan
-$236K -2,645 Closed
WFA
542
Wells Financial Advisors
Massachusetts
-$229K -2,570 Closed
NG
543
Norden Group
Utah
-$225K -2,527 Closed
SS
544
Sunbelt Securities
Texas
-$217K -2,437 Closed
ACM
545
Absolute Capital Management
Pennsylvania
-$216K -2,418 Closed
CIC
546
Carnegie Investment Counsel
Ohio
-$210K -2,354 Closed
I
547
INVST
Indiana
-$209K -2,340 Closed
GFL
548
Granite FO LLC
New Hampshire
-$203K -2,278 Closed
DAS
549
Diversify Advisory Services
Utah
-$205K -2,180 Closed
MW
550
Merited Wealth
Florida
-$163K -1,826 Closed