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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
CFG
101
Carr Financial Group
Massachusetts
$2.16M +$1.14M +36,952 +112%
AWA
102
Aletheian Wealth Advisors
Washington
$2.13M +$154K +4,999 +8%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$1.94M +$1.94M +62,930 New
EH
104
Equitable Holdings
New York
$1.94M +$519K +16,839 +37%
AssetMark Inc
105
AssetMark Inc
California
$1.74M -$5.68M -184,456 -77%
FHA
106
Flagship Harbor Advisors
Massachusetts
$1.67M +$76.6K +2,487 +5%
JWCA
107
J.W. Cole Advisors
Florida
$1.64M +$463K +15,047 +40%
PIWA
108
Prevail Innovative Wealth Advisors
Kansas
$1.6M +$541K +17,553 +51%
TCM
109
Tradewinds Capital Management
Washington
$1.52M -$22.4K -727 -1%
EFG
110
Ethos Financial Group
Pennsylvania
$1.49M -$125K -4,053 -8%
IAIM
111
International Assets Investment Management
Florida
$1.49M
HH
112
Hilltop Holdings
Texas
$1.48M -$427K -13,858 -22%
CBT
113
Crews Bank & Trust
Florida
$1.42M -$39.1K -1,270 -3%
HPM
114
Hudson Portfolio Management
New York
$1.38M -$620K -20,125 -31%
MA
115
McBroom & Associates
Nevada
$1.37M +$255K +8,276 +23%
PS
116
Principal Securities
Iowa
$1.34M -$20.3K -658 -1%
CTA
117
Chesley Taft & Associates
Illinois
$1.26M -$33.9K -1,102 -3%
PFA
118
Portland Financial Advisors
New York
$1.25M +$6.25K +203 +0.5%
CFO
119
CVA Family Office
Colorado
$1.24M +$7.48K +243 +0.6%
FCIM
120
Fairview Capital Investment Management
California
$1.18M
SPFA
121
Summit Place Financial Advisors
New Jersey
$1.18M +$1.18M +38,300 New
OPA
122
Old Port Advisors
Maine
$1.16M -$120K -3,906 -9%
YIA
123
YHB Investment Advisors
Connecticut
$1.11M -$63.6K -2,065 -5%
FIA
124
Foundations Investment Advisors
Arizona
$1.09M -$362K -11,753 -25%
GEA
125
Glen Eagle Advisors
New Jersey
$1.08M -$52.8K -1,715 -5%