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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
GW
101
Graetz Wealth
Michigan
$3.15M
HAG
102
HF Advisory Group
Maryland
$3.12M
WA
103
Waverly Advisors
Alabama
$3.09M
Thrivent Financial for Lutherans
104
Thrivent Financial for Lutherans
Minnesota
$3.08M
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$3.01M
Jones Financial Companies
106
Jones Financial Companies
Missouri
$3M
CCC
107
Chesapeake Capital Corp
Florida
$2.93M
TI
108
Tidal Investments
Wisconsin
$2.92M
FFN
109
Focus Financial Network
Minnesota
$2.89M
AFP
110
Ausdal Financial Partners
Iowa
$2.84M
EWL
111
Emissary Wealth LLC
New Jersey
$2.82M
SA
112
Sanctuary Advisors
Indiana
$2.82M
TCMP
113
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.81M
AWA
114
Aletheian Wealth Advisors
Washington
$2.78M
CWS
115
Confluence Wealth Services
Pennsylvania
$2.78M
PIA
116
Powell Investment Advisors
Florida
$2.77M
HPM
117
Hudson Portfolio Management
New York
$2.71M
EH
118
Equitable Holdings
New York
$2.69M
DWA
119
Dorsey Wright & Associates
California
$2.68M
KAS
120
Kestra Advisory Services
Texas
$2.67M
FWA
121
FOCUS Wealth Advisors
Texas
$2.66M
TD Asset Management
122
TD Asset Management
Ontario, Canada
$2.54M
KWA
123
Kingswood Wealth Advisors
California
$2.48M
SC
124
Sykon Capital
New York
$2.43M
CW
125
CreativeOne Wealth
Kansas
$2.4M