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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
TB
76
Terril Brothers
Missouri
$3.89M
Jones Financial Companies
77
Jones Financial Companies
Missouri
$3.88M
SFS
78
Sowell Financial Services
Arkansas
$3.86M
MA
79
MONECO Advisors
Connecticut
$3.63M
Truist Financial
80
Truist Financial
North Carolina
$3.57M
GCM
81
Generation Capital Management
New York
$3.45M
AWM
82
Aries Wealth Management
Maine
$3.42M
Creative Planning
83
Creative Planning
Kansas
$3.42M
NECFA
84
New England Capital Financial Advisors
Connecticut
$3.41M
AWS
85
Atria Wealth Solutions
New York
$3.41M
Mariner
86
Mariner
Kansas
$3.34M
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.25M
TRCT
88
Tower Research Capital (TRC)
New York
$3.23M
KPWS
89
Kestra Private Wealth Services
Texas
$3.12M
CTC
90
Central Trust Company
Missouri
$3.11M
TIP
91
Tandem Investment Partners
New Jersey
$3.06M
BWM
92
BCS Wealth Management
Tennessee
$3.04M
SA
93
Sovran Advisors
California
$2.92M
GC
94
Gould Capital
Washington
$2.9M
UCB
95
United Community Bank
South Carolina
$2.76M
WFA
96
Websterrogers Financial Advisors
South Carolina
$2.65M
HFS
97
Horizon Financial Services
North Carolina
$2.33M
PA
98
PFG Advisors
Arizona
$2.31M
FNC
99
First National Corp
Massachusetts
$2.25M
WS
100
Wela Strategies
Georgia
$2.24M