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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
PI
251
PFG Investments
New York
$238K +$3.2K +104 +1%
NGA
252
Naples Global Advisors
Florida
$237K
HPBT
253
Hickory Point Bank & Trust
Illinois
$233K +$2.46K +80 +1%
PFA
254
Pinnacle Family Advisors
Missouri
$231K +$231K +7,517 New
AFP
255
Ausdal Financial Partners
Iowa
$229K +$1.32K +43 +0.6%
CSP
256
Cary Street Partners
Virginia
$229K
IA
257
Integrity Alliance
Iowa
$227K -$9.09M -295,461 -98%
TC
258
Trilogy Capital
California
$226K
SW
259
Simplicity Wealth
New Jersey
$224K +$224K +7,286 New
WIA
260
World Investment Advisors
California
$222K +$222K +7,214 New
GCG
261
Gilbert Capital Group
Maine
$221K -$171K -5,548 -44%
SB
262
Strategic Blueprint
Georgia
$220K -$2.46K -80 -1%
PNC Financial Services Group
263
PNC Financial Services Group
Pennsylvania
$218K +$32.7K +1,062 +18%
MPCL
264
My Personal CFO LLC
Washington
$215K
NWWA
265
New Wave Wealth Advisors
Arkansas
$211K +$211K +6,869 New
CAG
266
Curtis Advisory Group
California
$210K -$8K -260 -4%
TIAA Trust, National Association
267
TIAA Trust, National Association
North Carolina
$210K -$8.66M -281,261 -98%
VERPA
268
Virginia Estate & Retirement Planning Advisors
Virginia
$209K +$70K +2,276 New
CIAS
269
Capital Investment Advisory Services
North Carolina
$208K -$2.34K -76 -1%
AO
270
Advisor OS
Illinois
$207K +$1.32K +43 +0.6%
GPW
271
Genesis Private Wealth
Virginia
$207K -$2.31K -75 -1%
RWIA
272
Roger Wittlin Investment Advisory
California
$200K -$2.68K -87 -1%
PTC
273
Private Trust Company
Ohio
$157K -$25.5K -829 -14%
HA
274
Hyposwiss Advisors
$143K
IA
275
IFP Advisors
Florida
$142K