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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
MLM
101
Mount Lucas Management
Pennsylvania
$3.18M +$180K +1,926 +6%
GW
102
Graetz Wealth
Michigan
$3.15M +$516K +5,522 +19%
HAG
103
HF Advisory Group
Maryland
$3.12M +$97.3K +1,042 +3%
WA
104
Waverly Advisors
Alabama
$3.09M -$99.1K -1,061 -3%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$3.08M -$16.8K -180 -0.5%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$3.01M +$54.6K +585 +2%
Jones Financial Companies
107
Jones Financial Companies
Missouri
$3M +$144K +1,547 +5%
CCC
108
Chesapeake Capital Corp
Florida
$2.93M +$1.27M +13,626 +74%
TI
109
Tidal Investments
Wisconsin
$2.92M +$1.27M +13,626 +74%
FFN
110
Focus Financial Network
Minnesota
$2.89M -$170K -1,820 -5%
AFP
111
Ausdal Financial Partners
Iowa
$2.84M +$740K +7,926 +34%
EWL
112
Emissary Wealth LLC
New Jersey
$2.82M +$305K +3,268 +12%
SA
113
Sanctuary Advisors
Indiana
$2.82M +$42.7K +457 +2%
TCMP
114
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.81M +$297K +3,179 +12%
AWA
115
Aletheian Wealth Advisors
Washington
$2.78M +$2.84M +30,377 New
CWS
116
Confluence Wealth Services
Pennsylvania
$2.78M +$131K +1,402 +5%
PIA
117
Powell Investment Advisors
Florida
$2.77M -$40.6K -435 -1%
HPM
118
Hudson Portfolio Management
New York
$2.71M +$137K +1,465 +5%
EH
119
Equitable Holdings
New York
$2.69M +$408K +4,368 +17%
DWA
120
Dorsey Wright & Associates
California
$2.68M +$2.35M +25,130 +604%
KAS
121
Kestra Advisory Services
Texas
$2.67M +$61.2K +656 +2%
FWA
122
FOCUS Wealth Advisors
Texas
$2.66M -$133K -1,428 -5%
TD Asset Management
123
TD Asset Management
Ontario, Canada
$2.54M +$2.6M +27,800 New
KWA
124
Kingswood Wealth Advisors
California
$2.48M +$1.26M +13,501 +100%
SC
125
Sykon Capital
New York
$2.43M -$152K -1,632 -6%