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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
LIS
326
Legacy Investment Solutions
Idaho
$2.04K
WWM
327
Wolff Wiese Magana
California
$1.97K
GWANC
328
Guardian Wealth Advisors (North Carolina)
North Carolina
$987
PA
329
Parallel Advisors
California
$987
RWPA
330
Richard W. Paul & Associates
Michigan
$925
BIA
331
Bell Investment Advisors
California
$895
T
332
Transce3nd
Texas
$894
NMG
333
New Millennium Group
Utah
$671
Q1WB
334
Quest 10 Wealth Builders
Virginia
$376
VFA
335
Values First Advisors
Tennessee
$171
GM
336
GeoWealth Management
Illinois
$45
AC
337
AlphaCore Capital
California
Thrivent Financial for Lutherans
338
Thrivent Financial for Lutherans
Minnesota
Nisa Investment Advisors
339
Nisa Investment Advisors
Missouri
QAM
340
Q3 Asset Management
Michigan
GSEP
341
Golden State Equity Partners
California
SPFA
342
Summit Place Financial Advisors
New Jersey
FIM
343
Freedom Investment Management
Connecticut
HAS
344
HBW Advisory Services
California
GS
345
GTS Securities
New York
GFPC
346
Global Financial Private Client
Florida
WT
347
Washington Trust
Rhode Island
MG
348
Mather Group
Illinois
FPF
349
First Pacific Financial
Washington
FHA
350
First Horizon Advisors
Tennessee