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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

335 hedge funds and large institutions have $1.67B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 131 reducing their positions, and 18 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 → $1.67B (-$46.9M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

18% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 131

Holders
335
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
RI
101
Ridgewood Investments
New Jersey
$2.1M
EF
102
Empowered Funds
Pennsylvania
$2.05M
HPM
103
Hudson Portfolio Management
New York
$1.99M
AWA
104
Aletheian Wealth Advisors
Washington
$1.98M
HH
105
Hilltop Holdings
Texas
$1.91M
2WWM
106
21 West Wealth Management
California
$1.89M
SPC
107
Sigma Planning Corp
Michigan
$1.83M
WB
108
Webster Bank
Connecticut
$1.66M
EFG
109
Ethos Financial Group
Pennsylvania
$1.62M
FHA
110
Flagship Harbor Advisors
Massachusetts
$1.59M
TCM
111
Tradewinds Capital Management
Washington
$1.54M
IAIM
112
International Assets Investment Management
Florida
$1.49M
CBT
113
Crews Bank & Trust
Florida
$1.46M
FIA
114
Foundations Investment Advisors
Arizona
$1.45M
AAS
115
Avantax Advisory Services
Texas
$1.42M
EH
116
Equitable Holdings
New York
$1.41M
PS
117
Principal Securities
Iowa
$1.35M
WWM
118
WJ Wealth Management
Arizona
$1.34M
TSS
119
Two Sigma Securities
New York
$1.31M
CTA
120
Chesley Taft & Associates
Illinois
$1.29M
OPA
121
Old Port Advisors
Maine
$1.28M
WI
122
WBI Investments
New Jersey
$1.26M
PFA
123
Portland Financial Advisors
New York
$1.25M
CFO
124
CVA Family Office
Colorado
$1.23M
FCIM
125
Fairview Capital Investment Management
California
$1.18M