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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
MML Investors Services
51
MML Investors Services
Massachusetts
$8.75M
SPIA
52
Steward Partners Investment Advisory
New York
$8.39M
WCM
53
Windsor Capital Management
Arizona
$7.91M
SWAG
54
Spectrum Wealth Advisory Group
California
$7.84M
Prudential Financial
55
Prudential Financial
New Jersey
$7.58M
DWS
56
Discipline Wealth Solutions
South Carolina
$7.3M
Nomura Asset Management
57
Nomura Asset Management
Japan
$6.87M
Kovitz Investment Group Partners
58
Kovitz Investment Group Partners
Illinois
$6.8M
AGA
59
Arkos Global Advisors
Texas
$6.72M
BFG
60
Baron Financial Group
New Jersey
$6.62M
PBF
61
Petix & Botte Financial
California
$6.51M
FB
62
Finward Bancorp
Indiana
$6.42M
RAM
63
Riggs Asset Management
Pennsylvania
$6.23M
Citigroup
64
Citigroup
New York
$6.15M
HCM
65
HMS Capital Management
Tennessee
$6.11M
US Bancorp
66
US Bancorp
Minnesota
$6.07M
Creative Planning
67
Creative Planning
Kansas
$6.06M
PAG
68
Private Advisor Group
New Jersey
$5.95M
DJYG
69
David J. Yvars Group
Florida
$5.73M
Mirae Asset Global Investments
70
Mirae Asset Global Investments
South Korea
$5.61M
BBFA
71
Brindle & Bay Financial Advisors
Texas
$5.18M
HighTower Advisors
72
HighTower Advisors
Illinois
$5.1M
SIAP
73
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.98M
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$4.95M
CIA
75
Concurrent Investment Advisors
Florida
$4.79M