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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
NEWAS
301
N.E.W. Advisory Services
Wisconsin
$11.4K
BONH
302
Bank of New Hampshire
New Hampshire
$10.8K
PP
303
Pacifica Partners
Canada
$9.74K
SWM
304
Spire Wealth Management
Virginia
$9.6K
CFFP
305
Center for Financial Planning
Michigan
$9.01K
CA
306
CoreCap Advisors
Michigan
$8.79K
BCMIO
307
Beacon Capital Management Inc (Ohio)
Ohio
$8.64K +$8.62K +280 New
Citigroup
308
Citigroup
New York
$8.49K
WA
309
Westfuller Advisors
New York
$6.39K +$6.37K +207 New
AWM
310
AllSquare Wealth Management
New York
$6.17K
CPG
311
Cornerstone Planning Group
New Jersey
$4.79K -$25K -812 -81%
PWMG
312
Prestige Wealth Management Group
New Jersey
$4.01K
RBC
313
Roble Belko & Company
Pennsylvania
$4K
NECFA
314
New England Capital Financial Advisors
Connecticut
$3.7K -$3.4M -110,469 -100%
BTI
315
Blue Trust Inc
Georgia
$2.56K +$2.56K +83 New
MWA
316
Medallion Wealth Advisors
Connecticut
$2.47K
LWMI
317
Legacy Wealth Management (Idaho)
Idaho
$2.04K
WWM
318
Wolff Wiese Magana
California
$1.98K
TFA
319
Transamerica Financial Advisors
Florida
$1.65K -$462 -15 -22%
PA
320
Parallel Advisors
California
$988
RWPA
321
Richard W. Paul & Associates
Michigan
$926
SA
322
Strategic Advocates
Utah
$854 +$862 +28 New
HWA
323
Heritage Wealth Advisors
Virginia
$772 +$770 +25 New
NMG
324
New Millennium Group
Utah
$672
Q1WB
325
Quest 10 Wealth Builders
Virginia
$376