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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
AA
276
AlphaCentric Advisors
Puerto Rico
$133K +$16K +521 +14%
JWA
277
JFS Wealth Advisors
Pennsylvania
$122K +$769 +25 +0.6%
AA
278
Addison Advisors
Vermont
$118K
JHCP
279
Jackson Hole Capital Partners
Oklahoma
$100K
WB
280
Webster Bank
Connecticut
$100K +$50K +1,626 +100%
CT
281
Caldwell Trust
Florida
$94.2K
William Blair & Company
282
William Blair & Company
Illinois
$93.2K +$862 +28 +0.9%
RWM
283
Rialto Wealth Management
New York
$80.4K
National Bank of Canada
284
National Bank of Canada
Quebec, Canada
$67.1K
SEP
285
Signature Equity Partners
Ohio
$65.7K +$6.09K +198 +10%
HAP
286
Harbor Asset Planning
Massachusetts
$64.3K +$431 +14 +0.7%
AIP
287
Ameritas Investment Partners
Nebraska
$62.3K +$154 +5 +0.2%
CT
288
Coastline Trust
Rhode Island
$61.3K
ATS
289
Ashton Thomas Securities
New York
$59.9K
GWS
290
Greykasell Wealth Strategies
California
$51.3K +$31 +1 +0.1%
EWM
291
Evolution Wealth Management
Florida
$50K +$50K +1,623 New
CFD
292
Creative Financial Designs
Indiana
$49.2K
TRCT
293
Tower Research Capital (TRC)
New York
$46.2K +$45.8K +1,489 +13,536%
NB
294
NBT Bank
New York
$44.8K
AssetMark Inc
295
AssetMark Inc
California
$43.7K -$308 -10 -0.7%
Q1WB
296
Quest 10 Wealth Builders
Virginia
$41.5K
CAL
297
Capital Analysts LLC
Pennsylvania
$40K
US Bancorp
298
US Bancorp
Minnesota
$39.4K
MHR
299
Matthew Hamilton Rosenberg
$39.3K
PWPS
300
Pinnacle Wealth Planning Services
Ohio
$36K