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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: 507522 (+15)

14.54% less ownership

Funds ownership: 67.08%52.54% (-15%)

18% less capital invested

Capital invested by funds: $3.09B → $2.53B (-$563M)

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
+15
Holders Change %
+2.96%
% 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
AIA
201
Arrow Investment Advisors
Maryland
$1.11M
BFS
202
BridgePort Financial Solutions
Iowa
$1.1M -$21.6K -231 -2%
HA
203
Herold Advisors
New York
$1.09M
IWA
204
IBEX Wealth Advisors
New Jersey
$1.07M +$1.09M +11,689 New
FFA
205
Farther Finance Advisors
California
$1.07M +$307K +3,287 +40%
SRC
206
Sage Rhino Capital
California
$1.06M +$28.9K +310 +3%
IWS
207
Insight Wealth Strategies
California
$1.05M +$1.77K +19 +0.2%
OAM
208
Occidental Asset Management
California
$1.04M -$30.5K -327 -3%
PWP
209
Pursue Wealth Partners
California
$1.04M
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$1.04M -$61.2K -655 -5%
MAG
211
M3 Advisory Group
Massachusetts
$1.02M +$20.7K +222 +2%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$1.02M -$4.23M -45,335 -80%
National Bank of Canada
213
National Bank of Canada
Quebec, Canada
$1.01M +$890K +9,537 +642%
Lazard Asset Management
214
Lazard Asset Management
New York
$1.01M
DCM
215
Delta Capital Management
New Jersey
$994K
CCA
216
Cottonwood Capital Advisors
Utah
$988K -$20.6K -221 -2%
IB
217
Intrust Bank
Kansas
$982K
SPC
218
Sigma Planning Corp
Michigan
$979K -$20.5K -220 -2%
PAA
219
Peregrine Asset Advisers
Oregon
$952K
HWM
220
HB Wealth Management
Georgia
$943K +$2.61K +28 +0.3%
JFGIW
221
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$939K -$57.4K -615 -6%
TFS
222
Targeted Financial Services
Florida
$937K -$9.34K -100 -1%
HIM
223
Hanlon Investment Management
New Jersey
$935K -$130K -1,390 -12%
TW
224
Towerpoint Wealth
California
$932K -$5.13K -55 -0.5%
CWMGO
225
Capstone Wealth Management Group (Oregon)
Oregon
$927K