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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

328 hedge funds and large institutions have $1.76B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 107

5% more capital invested

Capital invested by funds: $1.67B → $1.76B (+$90.7M)

4.42% more ownership

Funds ownership: 60.81%65.23% (+4.4%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 339328 (-11)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
328
Holders Change
-11
Holders Change %
-3.24%
% of All Funds
4.31%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
29
Increased
128
Reduced
107
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ET
226
Equitable Trust
Tennessee
$278K
KOC
227
Koss-Olinger Consulting
Florida
$277K
MMA
228
Miracle Mile Advisors
California
$271K +$13.3K +432 +5%
WAM
229
Worth Asset Management
Texas
$271K -$30K -975 -10%
KBFS
230
Kohmann Bosshard Financial Services
Ohio
$266K
Northern Trust
231
Northern Trust
Illinois
$263K -$331K -10,753 -56%
MWP
232
Meriwether Wealth & Planning
Louisiana
$258K -$62.6K -2,034 -20%
RWM
233
Revisor Wealth Management
Ohio
$247K -$20.2K -657 -8%
VIM
234
Vista Investment Management
Pennsylvania
$241K -$204K -6,614 -46%
LCGC
235
Legacy Capital Group California
California
$240K -$154 -5 -0.1%
NGA
236
Naples Global Advisors
Florida
$238K -$18.5K -600 -7%
HPBT
237
Hickory Point Bank & Trust
Illinois
$231K -$12.1K -392 -5%
RWIA
238
Roger Wittlin Investment Advisory
California
$231K -$171K -5,565 -43%
PI
239
PFG Investments
New York
$231K +$17.6K +571 +8%
CSP
240
Cary Street Partners
Virginia
$229K
GPW
241
Genesis Private Wealth
Virginia
$226K -$2.43K -79 -1%
SB
242
Strategic Blueprint
Georgia
$224K
SA
243
Sanctuary Advisors
Indiana
$215K -$3.85K -125 -2%
SFC
244
Strategic Financial Concepts
Texas
$209K +$2.52K +82 +1%
TCM
245
Traub Capital Management
Massachusetts
$208K
SWA
246
Sax Wealth Advisors
New Jersey
$204K -$30.1K -979 -13%
OIA
247
OneDigital Investment Advisors
Kansas
$202K -$6.9K -224 -3%
PFA
248
Pinnacle Family Advisors
Missouri
$201K +$200K +6,507 New
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$183K -$27.3K -888 -13%
CIAS
250
Capital Investment Advisory Services
North Carolina
$182K