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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
HA
201
Herold Advisors
New York
$1.09M
IWA
202
IBEX Wealth Advisors
New Jersey
$1.07M
FFA
203
Farther Finance Advisors
California
$1.07M
SRC
204
Sage Rhino Capital
California
$1.06M
IWS
205
Insight Wealth Strategies
California
$1.05M
OAM
206
Occidental Asset Management
California
$1.04M
PWP
207
Pursue Wealth Partners
California
$1.04M
BNP Paribas Financial Markets
208
BNP Paribas Financial Markets
France
$1.04M
MAG
209
M3 Advisory Group
Massachusetts
$1.02M
Carson Wealth (CWM LLC)
210
Carson Wealth (CWM LLC)
Nebraska
$1.02M
National Bank of Canada
211
National Bank of Canada
Quebec, Canada
$1.01M
Lazard Asset Management
212
Lazard Asset Management
New York
$1.01M
DCM
213
Delta Capital Management
New Jersey
$994K
CCA
214
Cottonwood Capital Advisors
Utah
$988K
IB
215
Intrust Bank
Kansas
$982K
SPC
216
Sigma Planning Corp
Michigan
$979K
PAA
217
Peregrine Asset Advisers
Oregon
$952K
HWM
218
HB Wealth Management
Georgia
$943K
JFGIW
219
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$939K
TFS
220
Targeted Financial Services
Florida
$937K
HIM
221
Hanlon Investment Management
New Jersey
$935K
TW
222
Towerpoint Wealth
California
$932K
CWMGO
223
Capstone Wealth Management Group (Oregon)
Oregon
$927K
JP Morgan Chase
224
JP Morgan Chase
New York
$925K
Squarepoint
225
Squarepoint
New York
$912K