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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
MA
76
MONECO Advisors
Connecticut
$3.66M +$27.6K +896 +0.8%
Creative Planning
77
Creative Planning
Kansas
$3.6M +$180K +5,856 +5%
AWM
78
Aries Wealth Management
Maine
$3.54M +$113K +3,655 +3%
GCM
79
Generation Capital Management
New York
$3.47M +$18.7K +607 +0.5%
FWP
80
Forefront Wealth Partners
Texas
$3.46M +$3.46M +112,253 New
JSA
81
Jacobson & Schmitt Advisors
Wisconsin
$3.44M +$3.44M +111,603 New
Mariner
82
Mariner
Kansas
$3.42M +$72.9K +2,369 +2%
BWM
83
BCS Wealth Management
Tennessee
$3.2M +$151K +4,895 +5%
KPWS
84
Kestra Private Wealth Services
Texas
$3.18M +$50.4K +1,636 +2%
TIP
85
Tandem Investment Partners
New Jersey
$3.14M +$75.6K +2,455 +2%
UCB
86
United Community Bank
South Carolina
$3.1M +$334K +10,861 +12%
CTC
87
Central Trust Company
Missouri
$3.02M -$92.5K -3,003 -3%
GC
88
Gould Capital
Washington
$2.99M +$89.1K +2,895 +3%
RI
89
Ridgewood Investments
New Jersey
$2.92M +$813K +26,408 +39%
EF
90
Empowered Funds
Pennsylvania
$2.78M +$727K +23,606 +35%
HPC
91
Hobart Private Capital
North Carolina
$2.75M -$1.57M -51,085 -36%
WFA
92
Websterrogers Financial Advisors
South Carolina
$2.69M +$46.9K +1,524 +2%
PA
93
PFG Advisors
Arizona
$2.65M +$336K +10,924 +15%
GC
94
Guggenheim Capital
Illinois
$2.44M +$215K +6,980 +10%
Bank of Nova Scotia
95
Bank of Nova Scotia
Ontario, Canada
$2.43M +$2.42M +78,600 New
HFS
96
Horizon Financial Services
North Carolina
$2.35M +$26.2K +850 +1%
WG
97
Warner Group
Connecticut
$2.35M +$2.35M +76,248 New
WS
98
Wela Strategies
Georgia
$2.28M +$32.6K +1,058 +1%
FNC
99
First National Corp
Massachusetts
$2.26M +$16.3K +528 +0.7%
BNP Paribas Financial Markets
100
BNP Paribas Financial Markets
France
$2.17M +$1.33M +43,152 +160%