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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
FGC
301
Financial Gravity Companies
Texas
$19K
TH
302
TCTC Holdings
Texas
$17.9K
CSC
303
Caldwell Sutter Capital
California
$17.3K
DRP
304
Decker Retirement Planning
Utah
$16K
GJIA
305
Glass Jacobson Investment Advisors
Maryland
$15K
GI
306
GAMMA Investing
California
$11.7K
NEWAS
307
N.E.W. Advisory Services
Wisconsin
$11.4K
SS
308
SBI Securities
Japan
$11.4K
BONH
309
Bank of New Hampshire
New Hampshire
$10.8K
AG
310
AmeriFlex Group
Nevada
$10.5K
PP
311
Pacifica Partners
Canada
$9.77K
SWM
312
Spire Wealth Management
Virginia
$9.59K
CFFP
313
Center for Financial Planning
Michigan
$9K
CA
314
CoreCap Advisors
Michigan
$8.79K
Citigroup
315
Citigroup
New York
$8.48K
GWSG
316
GPS Wealth Strategies Group
Colorado
$6.66K
AWM
317
AllSquare Wealth Management
New York
$6.17K
AAP
318
Arax Advisory Partners
Colorado
$5.46K
PWMG
319
Prestige Wealth Management Group
New Jersey
$4.01K
RBC
320
Roble Belko & Company
Pennsylvania
$4K
AIA
321
Aventus Investment Advisors
Florida
$2.85K
TFA
322
Transamerica Financial Advisors
Florida
$2.13K
AIM
323
Astor Investment Management
Illinois
$2.1K
TPWA
324
Twin Peaks Wealth Advisors
California
$2.09K
LWMI
325
Legacy Wealth Management (Idaho)
Idaho
$2.04K