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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
CM
26
Cornerstone Management
Georgia
$21.1M -$47K -1,527 -0.2%
TCM
27
Towercrest Capital Management
Pennsylvania
$20.5M +$741K +24,068 +4%
AWMG
28
Alliance Wealth Management Group
New Jersey
$19.7M +$703K +22,825 +4%
WMG
29
WESCAP Management Group
California
$19.1M +$137K +4,458 +0.7%
AWM
30
Ameliora Wealth Management
Switzerland
$18.8M -$1.25M -40,526 -6%
IWM
31
IHT Wealth Management
Illinois
$18.1M -$2.16M -70,021 -11%
PIM
32
Penobscot Investment Management
Massachusetts
$15.7M +$1.13M +36,813 +8%
PFT
33
Providence First Trust
Arizona
$15.6M +$263K +8,525 +2%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$15.5M -$372K -12,084 -2%
UBS Group
35
UBS Group
Switzerland
$14.7M -$2.46M -79,740 -14%
WH
36
Whitcomb & Hess
Ohio
$13.9M +$1.24M +40,205 +10%
AP
37
Appleton Partners
Massachusetts
$13.8M +$122K +3,948 +0.9%
PCIA
38
Prime Capital Investment Advisors
Kansas
$13.2M +$508K +16,486 +4%
CTWM
39
Cherry Tree Wealth Management
Minnesota
$12.8M +$431K +14,010 +3%
RA
40
RFG Advisory
Alabama
$11.6M -$359K -11,644 -3%
Kovitz Investment Group Partners
41
Kovitz Investment Group Partners
Illinois
$10.9M +$282K +9,144 +3%
PCM
42
Parsons Capital Management
Rhode Island
$10.6M +$397K +12,893 +4%
AFM
43
Aspetuck Financial Management
Connecticut
$9.98M -$33.1K -1,075 -0.3%
BWM
44
Buska Wealth Management
Wisconsin
$9.9M -$1.25M -40,440 -11%
CAS
45
Coppell Advisory Solutions
Texas
$9.84M +$1.75M +56,973 +22%
Cetera Investment Advisers
46
Cetera Investment Advisers
Illinois
$9.76M +$1.66M +54,052 +21%
IA
47
Integrity Alliance
Iowa
$9.47M +$1.48M +47,966 +19%
DIA
48
Dean Investment Associates
Ohio
$9.04M +$127K +4,110 +1%
CA
49
Calton & Associates
Florida
$8.99M +$1.4M +45,314 +18%
FFG
50
Fiduciary Financial Group
California
$8.81M +$468K +15,207 +6%