We are live on ! Find out more
CWB icon

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
MML Investors Services
51
MML Investors Services
Massachusetts
$8.75M -$2.26M -24,172 -20%
SPIA
52
Steward Partners Investment Advisory
New York
$8.39M -$62.7K -672 -0.7%
PP
53
Paladin Partners
Wisconsin
$8.27M +$949K +10,161 +13%
WCM
54
Windsor Capital Management
Arizona
$7.91M -$252K -2,696 -3%
SWAG
55
Spectrum Wealth Advisory Group
California
$7.84M +$192K +2,061 +2%
Prudential Financial
56
Prudential Financial
New Jersey
$7.58M +$1.42M +15,162 +22%
DWS
57
Discipline Wealth Solutions
South Carolina
$7.3M +$7.1M +76,065 +2,040%
Nomura Asset Management
58
Nomura Asset Management
Japan
$6.87M
Kovitz Investment Group Partners
59
Kovitz Investment Group Partners
Illinois
$6.8M +$372K +3,989 +6%
AGA
60
Arkos Global Advisors
Texas
$6.72M +$191K +2,042 +3%
BFG
61
Baron Financial Group
New Jersey
$6.62M -$10.7K -115 -0.2%
PBF
62
Petix & Botte Financial
California
$6.51M -$3.7M -39,666 -53%
FB
63
Finward Bancorp
Indiana
$6.42M +$90.3K +967 +1%
RAM
64
Riggs Asset Management
Pennsylvania
$6.23M +$652K +6,988 +11%
Citigroup
65
Citigroup
New York
$6.15M +$419K +4,490 +7%
HCM
66
HMS Capital Management
Tennessee
$6.11M -$319K -3,414 -5%
US Bancorp
67
US Bancorp
Minnesota
$6.07M +$2.84M +30,452 +85%
Creative Planning
68
Creative Planning
Kansas
$6.06M +$124K +1,333 +2%
PAG
69
Private Advisor Group
New Jersey
$5.95M -$2.77M -29,630 -31%
DJYG
70
David J. Yvars Group
Florida
$5.73M +$123K +1,314 +2%
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$5.61M +$423K +4,535 +8%
BBFA
72
Brindle & Bay Financial Advisors
Texas
$5.18M +$588K +6,300 +13%
HighTower Advisors
73
HighTower Advisors
Illinois
$5.1M +$53.6K +574 +1%
SIAP
74
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.98M +$9.71K +104 +0.2%
Rockefeller Capital Management
75
Rockefeller Capital Management
New York
$4.95M -$7.28K -78 -0.1%