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SPDR Bloomberg Investment Grade Floating Rate ETF

336 hedge funds and large institutions have $1.66B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $1.71B → $1.66B (-$54.3M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

18% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 131

Holders
336
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22M
Puts
$314K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
226
Kohmann Bosshard Financial Services
Ohio
$265K
WAP
227
Wealthcare Advisory Partners
Pennsylvania
$265K
BHA
228
Beech Hill Advisors
New York
$259K
GWM
229
GSB Wealth Management
Connecticut
$259K
MMA
230
Miracle Mile Advisors
California
$258K
NGA
231
Naples Global Advisors
Florida
$256K
Koshinski Asset Management
232
Koshinski Asset Management
Illinois
$251K
RWB
233
RMR Wealth Builders
New Jersey
$250K
VWA
234
VSM Wealth Advisory
Maryland
$248K
HPBT
235
Hickory Point Bank & Trust
Illinois
$243K
IAA
236
Independent Advisor Alliance
North Carolina
$241K
LCGC
237
Legacy Capital Group California
California
$240K
M&T Bank
238
M&T Bank
New York
$240K
SWA
239
Sax Wealth Advisors
New Jersey
$234K
CPRC
240
Consolidated Portfolio Review Corp
New York
$231K
CSP
241
Cary Street Partners
Virginia
$229K
GPW
242
Genesis Private Wealth
Virginia
$228K
CB
243
Centennial Bank
Arkansas
$227K
PWM
244
Perigon Wealth Management
California
$227K
SB
245
Strategic Blueprint
Georgia
$223K
MPCL
246
My Personal CFO LLC
Washington
$216K
OAS
247
Optivise Advisory Services
Tennessee
$215K
P
248
&Partners
Tennessee
$213K
PI
249
PFG Investments
New York
$213K
IHWM
250
Iron Horse Wealth Management
Iowa
$213K