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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
PFS
76
Prospera Financial Services
Texas
$4.7M
AF
77
Allworth Financial
California
$4.69M
NC
78
NewSquare Capital
Pennsylvania
$4.69M
HFA
79
Hershey Financial Advisers
Pennsylvania
$4.66M
SCM
80
Sage Capital Management
New Jersey
$4.55M
CPIG
81
Chicago Partners Investment Group
Illinois
$4.4M
AI
82
AXS Investments
New York
$4.26M
GCP
83
Guardian Capital (Pennsylvania)
Pennsylvania
$4.09M
IP
84
Indivisible Partners
Florida
$4.03M
IA
85
IFP Advisors
Florida
$4.01M
WB
86
WesBanco Bank
West Virginia
$3.99M
CL
87
CIM LLC
New York
$3.98M
ETC
88
Exchange Traded Concepts
Oklahoma
$3.89M
OPAM
89
Ocean Park Asset Management
California
$3.89M
NP
90
Nilsine Partners
Colorado
$3.81M
GWM
91
Geneos Wealth Management
Colorado
$3.73M
EI
92
EFG International
$3.7M
OAS
93
Optivise Advisory Services
Tennessee
$3.65M
MPPLM
94
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.56M
TFA
95
Transamerica Financial Advisors
Florida
$3.46M
SAG
96
Sentinel Advisory Group
Wisconsin
$3.45M
BRWA
97
B. Riley Wealth Advisors
Florida
$3.37M
Mariner
98
Mariner
Kansas
$3.36M
GGS
99
Galvin Gaustad & Stein
Arizona
$3.25M
MLM
100
Mount Lucas Management
Pennsylvania
$3.18M