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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
CFG
101
Carr Financial Group
Massachusetts
$2.52M +$206K +6,694 +9%
Bank of Nova Scotia
102
Bank of Nova Scotia
Ontario, Canada
$2.42M
TFA
103
Tranquilli Financial Advisor
New Jersey
$2.35M +$2.35M +76,301 New
AWA
104
Aletheian Wealth Advisors
Washington
$2.33M +$2.33M +75,680 New
HFS
105
Horizon Financial Services
North Carolina
$2.31M -$376K -12,217 -14%
NA
106
NewEdge Advisors
Louisiana
$2.28M +$346K +11,249 +18%
FFWA
107
Forthright Family Wealth Advisory
Texas
$2.24M +$2.24M +72,624 New
CTC
108
Central Trust Company
Missouri
$2.23M -$90.8K -2,951 -4%
WWM
109
Western Wealth Management
Colorado
$2.13M +$1.24M +40,323 +140%
PWA
110
Perspective Wealth Advisors
Colorado
$2.12M +$123K +3,992 +6%
AWM
111
AE Wealth Management
Kansas
$1.79M +$66K +2,144 +4%
EH
112
Equitable Holdings
New York
$1.77M -$124K -4,027 -7%
FHA
113
Flagship Harbor Advisors
Massachusetts
$1.75M -$17.3K -562 -1%
JWCA
114
J.W. Cole Advisors
Florida
$1.71M -$38K -1,234 -2%
1L
115
10Elms LLP
Oklahoma
$1.59M +$1.25M +40,455 +363%
FFG
116
Fortune Financial Group
Florida
$1.55M +$107K +3,491 +7%
HPC
117
Hobart Private Capital
North Carolina
$1.55M -$1.44M -46,686 -48%
CBT
118
Crews Bank & Trust
Florida
$1.38M -$13.5K -440 -1%
TCM
119
Tradewinds Capital Management
Washington
$1.37M -$163K -5,295 -11%
GWM
120
Geneos Wealth Management
Colorado
$1.35M +$167K +5,433 +14%
HPM
121
Hudson Portfolio Management
New York
$1.34M -$10.8K -350 -0.8%
P
122
&Partners
Tennessee
$1.34M +$338K +10,977 +34%
CCG
123
Ceeto Capital Group
Florida
$1.32M +$308K +10,000 +30%
EFG
124
Ethos Financial Group
Pennsylvania
$1.29M -$169K -5,480 -12%
ECA
125
Elevation Capital Advisory
Oregon
$1.28M +$1.28M +41,729 New