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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
CIA
76
Concurrent Investment Advisors
Florida
$4.79M -$109K -1,166 -2%
PFS
77
Prospera Financial Services
Texas
$4.7M -$456K -4,888 -9%
AF
78
Allworth Financial
California
$4.69M -$549K -5,878 -10%
NC
79
NewSquare Capital
Pennsylvania
$4.69M +$4.78M +51,207 New
HFA
80
Hershey Financial Advisers
Pennsylvania
$4.66M +$964K +10,330 +25%
SCM
81
Sage Capital Management
New Jersey
$4.55M +$21.9K +235 +0.5%
CPIG
82
Chicago Partners Investment Group
Illinois
$4.4M -$217K -2,328 -5%
AI
83
AXS Investments
New York
$4.26M -$361K -3,871 -8%
GCP
84
Guardian Capital (Pennsylvania)
Pennsylvania
$4.09M +$2.89M +30,914 +224%
IP
85
Indivisible Partners
Florida
$4.03M +$1.07M +11,497 +35%
IA
86
IFP Advisors
Florida
$4.01M +$164K +1,761 +4%
WB
87
WesBanco Bank
West Virginia
$3.99M -$385K -4,120 -9%
CL
88
CIM LLC
New York
$3.98M -$46.3K -496 -1%
ETC
89
Exchange Traded Concepts
Oklahoma
$3.89M +$1.7M +18,250 +75%
OPAM
90
Ocean Park Asset Management
California
$3.89M +$1.7M +18,250 +75%
NP
91
Nilsine Partners
Colorado
$3.81M +$3.53M +37,822 New
GWM
92
Geneos Wealth Management
Colorado
$3.73M -$1.22M -13,120 -24%
EI
93
EFG International
$3.7M -$23.1K -247 -0.6%
OAS
94
Optivise Advisory Services
Tennessee
$3.65M -$53.9K -577 -1%
MPPLM
95
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.56M +$3.64M +38,939 New
TFA
96
Transamerica Financial Advisors
Florida
$3.46M +$613K +6,565 +21%
SAG
97
Sentinel Advisory Group
Wisconsin
$3.45M +$3.52M +37,719 New
BRWA
98
B. Riley Wealth Advisors
Florida
$3.37M -$707K -7,578 -17%
Mariner
99
Mariner
Kansas
$3.36M +$2.03M +21,766 +146%
GGS
100
Galvin Gaustad & Stein
Arizona
$3.25M +$2.97M +31,863 +885%