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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
CW
126
CreativeOne Wealth
Kansas
$2.4M +$48.2K +516 +2%
SFS
127
Sowell Financial Services
Arkansas
$2.36M -$115K -1,227 -5%
SI
128
Stirlingshire Investments
New York
$2.3M +$1.98M +21,237 +539%
William Blair & Company
129
William Blair & Company
Illinois
$2.2M -$2.39M -25,548 -52%
DI
130
Disciplined Investments
Oklahoma
$2.2M -$3.92K -42 -0.2%
PS
131
Principal Securities
Iowa
$2.19M +$111K +1,192 +5%
TPW
132
Talon Private Wealth
Florida
$2.19M +$2.23M +23,912 New
PAG
133
Private Advisory Group
Washington
$2.16M -$11.2K -120 -0.5%
EAM
134
Everstar Asset Management
North Carolina
$2.14M -$103K -1,100 -4%
HWM
135
Howard Wealth Management
Connecticut
$2.13M -$30.1K -322 -1%
YMRC
136
Yorktown Management & Research Company
Virginia
$2.1M -$373K -4,000 -15%
TPWA
137
TRUE Private Wealth Advisors
Oregon
$2.08M -$485K -5,190 -19%
Northern Trust
138
Northern Trust
Illinois
$2.07M +$58.8K +630 +3%
DT
139
DV Trading
Illinois
$2.04M +$2.08M +22,265 New
MCM
140
MAI Capital Management
Ohio
$2.02M -$81.2K -870 -4%
BCM
141
Brookstone Capital Management
Illinois
$2.01M +$129K +1,377 +7%
MBT
142
Montecito Bank & Trust
California
$2M -$33.1K -355 -2%
Corient Private Wealth
143
Corient Private Wealth
Florida
$2M -$2.61M -27,965 -56%
ORC
144
O'Rourke & Company
Massachusetts
$1.99M -$40K -428 -2%
NL
145
NVWM LLC
Pennsylvania
$1.95M +$1.73M +18,504 +656%
JWBC
146
J.W. Burns & Co
New York
$1.94M +$146K +1,559 +8%
AI
147
Atria Investments
North Carolina
$1.94M -$196K -2,099 -9%
SW
148
SkyOak Wealth
Michigan
$1.9M -$7K -75 -0.4%
FCC
149
Florin Court Capital
United Kingdom
$1.85M -$2.21M -23,700 -54%
EWA
150
EP Wealth Advisors
California
$1.84M +$42.1K +451 +2%