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SPDR Bloomberg Investment Grade Floating Rate ETF

334 hedge funds and large institutions have $1.66B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less ownership

Funds ownership:

3% less capital invested

Capital invested by funds: $1.71B → $1.66B (-$54.3M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

18% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 131

Holders
334
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.22M
Puts
$314K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
Cannon Advisors
North Carolina
$7.97M
PAG
52
Private Advisor Group
New Jersey
$7.96M
CMA
53
Cedar Mountain Advisors
Oregon
$7.87M
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$7.67M
CAGAS
55
Capital Advisory Group Advisory Services
Minnesota
$7.59M
CA
56
Calton & Associates
Florida
$7.59M
AF
57
Allworth Financial
California
$7.54M
AssetMark Inc
58
AssetMark Inc
California
$7.43M
HAC
59
Harbor Advisory Corp
New Hampshire
$7.38M
AA
60
Alesco Advisors
New York
$7.19M
Northwestern Mutual Wealth Management
61
Northwestern Mutual Wealth Management
Wisconsin
$7.11M
JPMorgan Chase & Co
62
JPMorgan Chase & Co
New York
$7.01M
SPIA
63
Steward Partners Investment Advisory
New York
$6.96M
CC
64
Courier Capital
New York
$6.85M
HighTower Advisors
65
HighTower Advisors
Illinois
$6.63M
BMD
66
Better Money Decisions
New Mexico
$6.4M
RFO
67
RiverGlades Family Offices
Florida
$6.05M
MFG
68
Merit Financial Group
Georgia
$5.8M
MML Investors Services
69
MML Investors Services
Massachusetts
$5.75M
Baird Financial Group
70
Baird Financial Group
Wisconsin
$5.66M
CIA
71
Capital Investment Advisors
Georgia
$4.92M
AIM
72
Avity Investment Management
Connecticut
$4.39M
HPC
73
Hobart Private Capital
North Carolina
$4.32M
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$4.24M
EGA
75
Eagle Global Advisors
Texas
$3.94M