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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
AWMG
26
Alliance Wealth Management Group
New Jersey
$17.2M -$2.01M -65,322 -10%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$17.1M +$6.71M +217,878 +65%
WH
28
Whitcomb & Hess
Ohio
$15.8M +$343K +11,152 +2%
IWM
29
IHT Wealth Management
Illinois
$15.5M -$28.2K -916 -0.2%
PFT
30
Providence First Trust
Arizona
$15.2M -$287K -9,335 -2%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$14.2M -$1.27M -41,324 -8%
PCIA
32
Prime Capital Investment Advisors
Kansas
$13.8M +$388K +12,598 +3%
AP
33
Appleton Partners
Massachusetts
$13.8M -$886K -28,777 -6%
CTWM
34
Cherry Tree Wealth Management
Minnesota
$13.4M +$311K +10,104 +2%
UBS Group
35
UBS Group
Switzerland
$13.4M -$479K -15,574 -3%
RA
36
RFG Advisory
Alabama
$12.3M -$31.8K -1,034 -0.3%
PCM
37
Parsons Capital Management
Rhode Island
$12.2M +$653K +21,229 +6%
Osaic Holdings
38
Osaic Holdings
Arizona
$11.6M -$6.38M -207,440 -35%
CA
39
Calton & Associates
Florida
$9.94M +$494K +16,055 +5%
FFG
40
Fiduciary Financial Group
California
$9.7M +$556K +18,076 +6%
AFM
41
Aspetuck Financial Management
Connecticut
$9.66M -$52K -1,691 -0.5%
DIA
42
Dean Investment Associates
Ohio
$9.55M +$579K +18,811 +6%
AAS
43
Ameritas Advisory Services
Nebraska
$8.85M +$8.85M +287,517 New
PAG
44
Private Advisor Group
New Jersey
$8.59M +$324K +10,535 +4%
JP Morgan Chase
45
JP Morgan Chase
New York
$8.44M +$802K +26,074 +10%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$7.97M +$7.97M +258,859 New
LEA
47
Legacy Edge Advisors
New York
$7.86M +$305K +9,926 +4%
CMA
48
Cedar Mountain Advisors
Oregon
$7.37M +$127K +4,119 +2%
SPIA
49
Steward Partners Investment Advisory
New York
$7.3M -$17.2K -560 -0.2%
M
50
MATAURO
New York
$6.94M +$1.65M +53,734 +31%