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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
VCM
126
Virtue Capital Management
Tennessee
$1.27M +$1.27M +41,270 New
PFA
127
Portland Financial Advisors
New York
$1.26M
CFO
128
CVA Family Office
Colorado
$1.24M +$3.45K +112 +0.3%
MA
129
McBroom & Associates
Nevada
$1.22M -$234K -7,599 -16%
CTA
130
Chesley Taft & Associates
Illinois
$1.22M -$46.2K -1,500 -4%
PS
131
Principal Securities
Iowa
$1.21M -$76.1K -2,473 -6%
WWA
132
WCG Wealth Advisors
Nevada
$1.19M +$340K +11,041 +40%
BAM
133
Belpointe Asset Management
Nevada
$1.18M +$118K +3,830 +11%
FCIM
134
Fairview Capital Investment Management
California
$1.18M -$769 -25 -0.1%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$1.14M +$47.6K +1,547 +4%
KAS
136
Kestra Advisory Services
Texas
$1.07M -$184K -5,982 -15%
YIA
137
YHB Investment Advisors
Connecticut
$1.06M -$13.8K -448 -1%
EWA
138
EP Wealth Advisors
California
$1.05M -$4.69M -152,279 -82%
GEA
139
Glen Eagle Advisors
New Jersey
$1.05M -$11.9K -386 -1%
WDC
140
Woodward Diversified Capital
California
$1.03M +$1.03M +33,513 New
WA
141
Waverly Advisors
Alabama
$942K +$343K +11,147 +57%
OPA
142
Old Port Advisors
Maine
$921K -$146K -4,751 -14%
MLM
143
Mount Lucas Management
Pennsylvania
$911K +$83.6K +2,717 +10%
OWM
144
Omnitrust Wealth Management
Florida
$901K +$24.9K +809 +3%
SWP
145
Stratos Wealth Partners
Ohio
$900K -$71.8K -2,333 -7%
FPAS
146
Focus Partners Advisor Solutions
Missouri
$897K +$897K +29,151 New
WI
147
WBI Investments
New Jersey
$884K +$16.3K +529 +2%
MSL
148
MILLINGTON SECURITIES, LLC
New Jersey
$884K +$884K +28,730 New
SPC
149
Sigma Planning Corp
Michigan
$882K -$118K -3,821 -12%
SC
150
Sykon Capital
New York
$882K +$3.66K +119 +0.4%