We are live on ! Find out more
FLRN icon

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
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$6.87M +$555K +18,034 +9%
Kovitz Investment Group Partners
52
Kovitz Investment Group Partners
Illinois
$6.8M +$65.1K +2,116 +1%
CIA
53
Capital Investment Advisors
Georgia
$6.71M +$40.1K +1,302 +0.6%
BWM
54
Buska Wealth Management
Wisconsin
$6.64M -$817K -26,533 -11%
RFO
55
RiverGlades Family Offices
Florida
$6.6M +$6.6M +214,568 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$6.59M +$280K +9,113 +4%
CA
57
Cannon Advisors
North Carolina
$6.43M -$600K -19,485 -9%
TCIIS
58
TIAA-CREF Individual & Institutional Services
New York
$6.43M +$6.43M +208,803 New
MFG
59
Merit Financial Group
Georgia
$6.12M +$330K +10,712 +6%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$6.1M -$59.9M -1,945,108 -91%
AI
61
Atria Investments
North Carolina
$6.02M +$1.8M +58,612 +43%
Focus Partners Wealth
62
Focus Partners Wealth
Massachusetts
$5.88M -$335K -10,898 -7%
Mariner
63
Mariner
Kansas
$5.87M +$970K +31,516 +20%
AIM
64
Avity Investment Management
Connecticut
$5.77M +$403K +13,100 +8%
GVAG
65
Great Valley Advisor Group
Delaware
$5.76M +$5.76M +187,258 New
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$5.61M -$257K -8,359 -4%
HAC
67
Harbor Advisory Corp
New Hampshire
$5.59M -$1.65M -53,510 -23%
ETC
68
Exchange Traded Concepts
Oklahoma
$5.33M +$5.32M +173,006 New
MML Investors Services
69
MML Investors Services
Massachusetts
$5.29M -$1.12M -36,424 -17%
AA
70
Alesco Advisors
New York
$5.2M -$132K -4,287 -2%
HighTower Advisors
71
HighTower Advisors
Illinois
$4.98M -$203K -6,612 -4%
CC
72
Courier Capital
New York
$4.45M -$1.23M -40,058 -22%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$4.34M -$111K -3,622 -3%
SWA
74
Sax Wealth Advisors
New Jersey
$4.31M
Truist Financial
75
Truist Financial
North Carolina
$4.28M -$310K -10,074 -7%