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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
GA
326
Guerra Advisors
Florida
$185 +$185 +6 New
VFA
327
Values First Advisors
Tennessee
$171
GM
328
GeoWealth Management
Illinois
$46
TRCT
329
Tower Research Capital (TRC)
New York
-$3.23M -104,721 Closed
FAIM
330
Financial Advocates Investment Management
Washington
-$909K -29,479 Closed
TC
331
TownSquare Capital
Utah
-$715K -23,183 Closed
LCAM
332
London & Capital Asset Management
United Kingdom
-$612K -19,859 Closed
TA
333
TruWealth Advisors
Louisiana
-$448K -14,536 Closed
HF
334
HRT Financial
New York
-$381K -12,382 Closed
LMKC
335
L.M. Kohn & Company
Ohio
-$359K -11,651 Closed
ARC
336
Advisor Resource Council
Texas
-$301K -9,772 Closed
Focus Partners Wealth
337
Focus Partners Wealth
Massachusetts
-$299K -9,682 Closed
CPSAC
338
Chas P. Smith & Associates (CPS)
Florida
-$296K -9,597 Closed
Janney Montgomery Scott
339
Janney Montgomery Scott
Pennsylvania
-$289K -9,370 Closed
BHA
340
Beech Hill Advisors
New York
-$259K -8,409 Closed
VWA
341
VSM Wealth Advisory
Maryland
-$248K -8,055 Closed
IAA
342
Independent Advisor Alliance
North Carolina
-$241K -7,818 Closed
M&T Bank
343
M&T Bank
New York
-$240K -7,796 Closed
PWM
344
Perigon Wealth Management
California
-$227K -7,353 Closed
MPCL
345
My Personal CFO LLC
Washington
-$216K -7,000 Closed
OAS
346
Optivise Advisory Services
Tennessee
-$215K -6,960 Closed
BPA
347
Beacon Pointe Advisors
California
-$207K -6,705 Closed
PTP
348
Platform Technology Partners
New York
-$200K -6,500 Closed
AAS
349
Ameritas Advisory Services
Nebraska
-$72.7K -2,359 Closed
Fifth Third Bancorp
350
Fifth Third Bancorp
Ohio
-$39.5K -1,280 Closed