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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
Jones Financial Companies
76
Jones Financial Companies
Missouri
$4.26M +$304K +9,878 +8%
EGA
77
Eagle Global Advisors
Texas
$4.15M -$6.16K -200 -0.1%
GCM
78
Generation Capital Management
New York
$4.12M +$256K +8,306 +7%
JSA
79
Jacobson & Schmitt Advisors
Wisconsin
$3.95M +$328K +10,665 +9%
SFS
80
Sowell Financial Services
Arkansas
$3.89M -$101K -3,297 -3%
RI
81
Ridgewood Investments
New Jersey
$3.89M +$3.89M +126,250 New
AWM
82
Aries Wealth Management
Maine
$3.88M +$92.8K +3,014 +2%
TB
83
Terril Brothers
Missouri
$3.84M -$7.85K -255 -0.2%
MA
84
MONECO Advisors
Connecticut
$3.67M -$45.1K -1,465 -1%
EF
85
Empowered Funds
Pennsylvania
$3.63M +$413K +13,431 +13%
Creative Planning
86
Creative Planning
Kansas
$3.5M +$69K +2,242 +2%
TIP
87
Tandem Investment Partners
New Jersey
$3.33M +$167K +5,425 +5%
KPWS
88
Kestra Private Wealth Services
Texas
$3.28M +$50.5K +1,641 +2%
GC
89
Gould Capital
Washington
$3.24M +$275K +8,937 +9%
GWM
90
Gilpin Wealth Management
Colorado
$3.21M -$4.52K -147 -0.1%
Wealth Enhancement Advisory Services
91
Wealth Enhancement Advisory Services
Minnesota
$3.19M -$1.83M -59,561 -36%
PA
92
PFG Advisors
Arizona
$3.17M +$289K +9,386 +10%
HH
93
Hilltop Holdings
Texas
$3.12M +$1.3M +42,171 +71%
AOWM
94
Asset One Wealth Management
Washington
$3.04M +$880K +28,607 +41%
WFA
95
Websterrogers Financial Advisors
South Carolina
$2.88M +$37.7K +1,225 +1%
BWM
96
BCS Wealth Management
Tennessee
$2.86M -$3M -97,537 -51%
LCGC
97
Legacy Capital Group California
California
$2.76M -$292K -9,489 -10%
GC
98
Guggenheim Capital
Illinois
$2.75M +$145K +4,703 +6%
UCB
99
United Community Bank
South Carolina
$2.69M +$2.69M +87,260 New
FIA
100
Foundations Investment Advisors
Arizona
$2.65M +$708K +22,993 +36%