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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

352 hedge funds and large institutions have $1.76B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 34

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

2% more funds holding

Funds holding: 346352 (+6)

2% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 120

1% more capital invested

Capital invested by funds: $1.75B → $1.76B (+$10M)

2.01% less ownership

Funds ownership: 65.31%63.3% (-2%)

Holders
352
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
4.33%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.26%
New
45
Increased
122
Reduced
120
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$164M +$11.8M +384,144 +8%
Ameriprise
2
Ameriprise
Minnesota
$117M -$935K -30,383 -0.8%
Morgan Stanley
3
Morgan Stanley
New York
$71.7M +$7.01M +227,889 +11%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$70.3M +$16.5M +537,376 +31%
Wells Fargo
5
Wells Fargo
California
$68.3M -$6.93M -225,248 -9%
LPL Financial
6
LPL Financial
California
$68.2M +$7.61M +247,365 +13%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$58.4M +$46.2M +1,501,336 +378%
NYLIM
8
New York Life Investment Management
New York
$46.7M -$1.45M -46,964 -3%
Bank of America
9
Bank of America
North Carolina
$41.3M -$13.7M -444,242 -25%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$39.1M +$417K +13,550 +1%
FWI
11
Facet Wealth Inc
Maryland
$36.6M +$3.1M +100,584 +9%
KeyBank National Association
12
KeyBank National Association
Ohio
$31.2M -$4.45M -144,606 -12%
VA
13
Valmark Advisers
Ohio
$30.6M +$544K +17,682 +2%
SIM
14
Stratos Investment Management
Ohio
$29.6M +$1.24M +40,398 +4%
FFA
15
Farther Finance Advisors
California
$28.3M +$3.52M +114,222 +14%
AA
16
Advisory Alpha
Michigan
$26.1M -$2.83M -91,938 -10%
MWA
17
MFA Wealth Advisors
Pennsylvania
$24.6M +$2.08M +67,468 +9%
AWM
18
Ameliora Wealth Management
Switzerland
$22.7M +$3.17M +103,017 +16%
CM
19
Cornerstone Management
Georgia
$22.6M +$390K +12,672 +2%
Raymond James Financial
20
Raymond James Financial
Florida
$22.1M -$335K -10,899 -1%
WMG
21
WESCAP Management Group
California
$21.7M -$566K -18,404 -3%
State Street
22
State Street
Massachusetts
$21.3M -$8.37M -271,848 -28%
TCM
23
Towercrest Capital Management
Pennsylvania
$18M -$2.04M -66,398 -10%
MAM
24
Milestone Asset Management
Pennsylvania
$17.3M -$6.39M -207,597 -27%
PIM
25
Penobscot Investment Management
Massachusetts
$17.2M -$369K -11,982 -2%