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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
SFS
126
Sowell Financial Services
Arkansas
$2.36M
SI
127
Stirlingshire Investments
New York
$2.3M
William Blair & Company
128
William Blair & Company
Illinois
$2.2M
DI
129
Disciplined Investments
Oklahoma
$2.2M
PS
130
Principal Securities
Iowa
$2.19M
TPW
131
Talon Private Wealth
Florida
$2.19M
PAG
132
Private Advisory Group
Washington
$2.16M
EAM
133
Everstar Asset Management
North Carolina
$2.14M
HWM
134
Howard Wealth Management
Connecticut
$2.13M
YMRC
135
Yorktown Management & Research Company
Virginia
$2.1M
TPWA
136
TRUE Private Wealth Advisors
Oregon
$2.08M
Northern Trust
137
Northern Trust
Illinois
$2.07M
DT
138
DV Trading
Illinois
$2.04M
MCM
139
MAI Capital Management
Ohio
$2.02M
BCM
140
Brookstone Capital Management
Illinois
$2.01M
MBT
141
Montecito Bank & Trust
California
$2M
Corient Private Wealth
142
Corient Private Wealth
Florida
$2M
ORC
143
O'Rourke & Company
Massachusetts
$1.99M
NL
144
NVWM LLC
Pennsylvania
$1.95M
JWBC
145
J.W. Burns & Co
New York
$1.94M
AI
146
Atria Investments
North Carolina
$1.94M
SW
147
SkyOak Wealth
Michigan
$1.9M
FCC
148
Florin Court Capital
United Kingdom
$1.85M
EWA
149
EP Wealth Advisors
California
$1.84M
Focus Partners Wealth
150
Focus Partners Wealth
Massachusetts
$1.83M