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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
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$210K
OIA
252
OneDigital Investment Advisors
Kansas
$208K
TCM
253
Traub Capital Management
Massachusetts
$208K
BPA
254
Beacon Pointe Advisors
California
$207K
SFC
255
Strategic Financial Concepts
Texas
$206K
BEI
256
Benjamin Edwards Inc
Missouri
$201K
PTP
257
Platform Technology Partners
New York
$200K
PTC
258
Private Trust Company
Ohio
$190K
CIAS
259
Capital Investment Advisory Services
North Carolina
$182K
HI
260
Harbour Investments
Wisconsin
$176K
GA
261
GoalVest Advisory
New York
$163K
IA
262
IFP Advisors
Florida
$160K
AWM
263
AE Wealth Management
Kansas
$160K
AA
264
Addison Advisors
Vermont
$126K
William Blair & Company
265
William Blair & Company
Illinois
$125K
JWA
266
JFS Wealth Advisors
Pennsylvania
$118K
GSWM
267
Golden State Wealth Management
California
$103K
JHCP
268
Jackson Hole Capital Partners
Oklahoma
$100K
NB
269
NBT Bank
New York
$96.2K
CT
270
Caldwell Trust
Florida
$94.3K
RWM
271
Rialto Wealth Management
New York
$80.5K
CAM
272
Creekmur Asset Management
Illinois
$78.9K
AAS
273
Ameritas Advisory Services
Nebraska
$72.7K
Deutsche Bank
274
Deutsche Bank
Germany
$68.1K
FFWM
275
Future Financial Wealth Management
Ohio
$67.8K