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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
VFA
351
Values First Advisors
Tennessee
$170
BNP Paribas Financial Markets
352
BNP Paribas Financial Markets
France
$123 -$963K -31,296 -100%
BlackRock
353
BlackRock
New York
$21 +$31 +1 New
CAS
354
Coppell Advisory Solutions
Texas
-$11.4M -372,698 Closed
MFG
355
Macco Financial Group
Wisconsin
-$3.13M -101,870 Closed
VCP
356
Verus Capital Partners
Arizona
-$1.14M -36,941 Closed
IFG
357
Independent Financial Group
California
-$1.06M -34,438 Closed
KP
358
Keel Point
Alabama
-$1.01M -33,000 Closed
IAS
359
Integrity Advisory Solutions
Texas
-$758K -24,681 Closed
GS
360
GTS Securities
New York
-$716K -23,295 Closed
CCM
361
Crabel Capital Management
California
-$446K -14,517 Closed
PNC
362
Point Nemo Capital
Texas
-$441K -14,349 Closed
RWB
363
RMR Wealth Builders
New Jersey
-$346K -11,273 Closed
IA
364
IFG Advisory
Georgia
-$345K -11,238 Closed
Envestnet Portfolio Solutions
365
Envestnet Portfolio Solutions
Illinois
-$329K -10,699 Closed
CI
366
CacheTech Inc
Utah
-$313K -10,196 Closed
CCG
367
Chatham Capital Group
Georgia
-$307K -10,000 Closed
TWM
368
Trevian Wealth Management
Massachusetts
-$290K -9,422 Closed
MW
369
MBL Wealth
North Carolina
-$269K -8,747 Closed
Northern Trust
370
Northern Trust
Illinois
-$262K -8,522 Closed
MWP
371
Meriwether Wealth & Planning
Louisiana
-$253K -8,242 Closed
GWM
372
GSB Wealth Management
Connecticut
-$226K -7,365 Closed
HBS
373
Howard Bailey Securities
Indiana
-$215K -6,994 Closed
FCM
374
Fourpath Capital Management
Oklahoma
-$204K -6,627 Closed
ET
375
Equitable Trust
Tennessee
-$202K -6,573 Closed