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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
BONH
326
Bank of New Hampshire
New Hampshire
$10.8K
PP
327
Pacifica Partners
Canada
$9.76K
SWM
328
Spire Wealth Management
Virginia
$9.57K
CFFP
329
Center for Financial Planning
Michigan
$8.99K
RIA
330
Realta Investment Advisors
Delaware
$8.64K -$1.94K -63 -18%
Citigroup
331
Citigroup
New York
$8.46K
GJIA
332
Glass Jacobson Investment Advisors
Maryland
$7.51K -$7.48K -243 -50%
WA
333
Westfuller Advisors
New York
$6.52K +$62 +2 +1%
DRP
334
Decker Retirement Planning
Utah
$6.4K
ECA
335
Elevated Capital Advisors
Utah
$5.63K
MWC
336
MBM Wealth Consultants
Missouri
$5.3K +$5.29K +172 New
LFG
337
Larson Financial Group
Missouri
$5.23K +$5.23K +170 New
PWMG
338
Prestige Wealth Management Group
New Jersey
$4K
Bessemer Group
339
Bessemer Group
New Jersey
$4K -$14K -454 -77%
RF
340
Rossby Financial
Florida
$3.31K +$3.32K +108 New
PA
341
Parallel Advisors
California
$2.52K -$1.82K -59 -42%
MWA
342
Medallion Wealth Advisors
Connecticut
$2.46K
GWANC
343
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.4K +$2.4K +78 New
TPWA
344
Twin Peaks Wealth Advisors
California
$2.09K +$2.09K +68 New
LWMI
345
Legacy Wealth Management (Idaho)
Idaho
$2.03K
WWM
346
Wolff Wiese Magana
California
$1.97K
NA
347
Networth Advisors
Pennsylvania
$1.69K
TFA
348
Transamerica Financial Advisors
Florida
$1.56K -$92 -3 -6%
HNW
349
High Note Wealth
Minnesota
$985 -$20.4K -664 -95%
RWPA
350
Richard W. Paul & Associates
Michigan
$923