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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
VIM
226
Vista Investment Management
Pennsylvania
$345K +$23.5K +765 +7%
PWM
227
Perigon Wealth Management
California
$331K +$331K +10,755 New
MWM
228
Mosley Wealth Management
California
$327K -$62.9K -2,044 -16%
BAMG
229
Brand Asset Management Group
Missouri
$323K
VIP
230
Vantage Investment Partners
Missouri
$319K
DJSG
231
D.J. St. Germain
Massachusetts
$311K -$40.2K -1,305 -11%
RFP
232
Root Financial Partners
California
$311K +$18.6K +606 +6%
SAM
233
Synergy Asset Management
Washington
$308K
CW
234
Cornerstone Wealth
Tennessee
$303K +$302K +9,828 New
AI
235
Auour Investments
Massachusetts
$303K -$523 -17 -0.2%
APP
236
Avantax Planning Partners
Iowa
$297K
VT
237
Vise Technologies
New York
$292K
MA
238
MCF Advisors
Kentucky
$292K -$45.4K -1,476 -13%
WG
239
Warner Group
Connecticut
$290K +$290K +9,427 New
OFG
240
Opulen Financial Group
Virginia
$290K -$20.8K -677 -7%
SC
241
Scotia Capital
Ontario, Canada
$289K -$97.1K -3,154 -25%
RWM
242
Riverbend Wealth Management
South Carolina
$280K +$28K +911 +11%
CPSAC
243
Chas P. Smith & Associates (CPS)
Florida
$269K
KOC
244
Koss-Olinger Consulting
Florida
$261K +$261K +8,470 New
TCM
245
Traub Capital Management
Massachusetts
$258K +$50.2K +1,630 +24%
RCM
246
Raleigh Capital Management
North Carolina
$256K +$1.63K +53 +0.6%
VWM
247
Vermillion Wealth Management
Minnesota
$256K -$55.3K -1,797 -18%
NAM
248
NTV Asset Management
West Virginia
$248K -$41K -1,332 -14%
LBC
249
Lane Brothers & Co
Arizona
$240K -$38.7K -1,258 -14%
IAA
250
Independent Advisor Alliance
North Carolina
$240K +$240K +7,786 New