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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
PTC
251
Private Trust Company
Ohio
$182K -$8.16K -265 -4%
HI
252
Harbour Investments
Wisconsin
$176K
IA
253
IFP Advisors
Florida
$142K -$18.5K -600 -12%
GA
254
GoalVest Advisory
New York
$139K -$24K -779 -15%
William Blair & Company
255
William Blair & Company
Illinois
$127K +$2.56K +83 +2%
JWA
256
JFS Wealth Advisors
Pennsylvania
$120K +$1.35K +44 +1%
AA
257
Addison Advisors
Vermont
$118K -$8.01K -260 -6%
JHCP
258
Jackson Hole Capital Partners
Oklahoma
$101K
CT
259
Caldwell Trust
Florida
$94.4K
RWM
260
Rialto Wealth Management
New York
$80.6K
CAM
261
Creekmur Asset Management
Illinois
$78.9K
ASN
262
Advisory Services Network
Georgia
$76.7K +$76.6K +2,486 New
Deutsche Bank
263
Deutsche Bank
Germany
$68.2K
FFWM
264
Future Financial Wealth Management
Ohio
$67.9K
HAP
265
Harbor Asset Planning
Massachusetts
$63K +$770 +25 +1%
CT
266
Coastline Trust
Rhode Island
$61.4K
ATS
267
Ashton Thomas Securities
New York
$60.1K +$59.9K +1,946 New
AIP
268
Ameritas Investment Partners
Nebraska
$56.8K +$308 +10 +0.5%
CIBC Private Wealth Group
269
CIBC Private Wealth Group
Georgia
$50.1K
WB
270
Webster Bank
Connecticut
$50.1K -$1.61M -52,175 -97%
CFD
271
Creative Financial Designs
Indiana
$49.4K
NB
272
NBT Bank
New York
$44.9K -$51.3K -1,665 -53%
CJ
273
Caitlin John
Michigan
$44.6K +$44.5K +1,446 New
ACA
274
Aptus Capital Advisors
Alabama
$42.2K -$4.31K -140 -9%
CAL
275
Capital Analysts LLC
Pennsylvania
$40K