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SPDR Bloomberg Investment Grade Floating Rate ETF

336 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 36 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
336
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
FCIM
126
Fairview Capital Investment Management
California
$1.18M
JWCA
127
J.W. Cole Advisors
Florida
$1.17M
YIA
128
YHB Investment Advisors
Connecticut
$1.17M
GEA
129
Glen Eagle Advisors
New Jersey
$1.13M
MA
130
McBroom & Associates
Nevada
$1.12M
FPAS
131
Focus Partners Advisor Solutions
Missouri
$1.1M
RFG
132
Range Financial Group
Oregon
$1.05M
PIWA
133
Prevail Innovative Wealth Advisors
Kansas
$1.05M
KP
134
Keel Point
Alabama
$1.02M
CFG
135
Carr Financial Group
Massachusetts
$1.01M
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$1.01M
SWP
137
Stratos Wealth Partners
Ohio
$992K
BMWS
138
Brady Martz Wealth Solutions
North Dakota
$959K
WWM
139
Western Wealth Management
Colorado
$928K
SC
140
Scotia Capital
Ontario, Canada
$925K
FAIM
141
Financial Advocates Investment Management
Washington
$909K
MWM
142
Meridian Wealth Management
Kentucky
$897K
UCI
143
Uncommon Cents Investing
Wisconsin
$849K
Corient Private Wealth
144
Corient Private Wealth
Florida
$848K
GCG
145
Gilbert Capital Group
Maine
$843K
CCM
146
Crabel Capital Management
California
$839K
BNP Paribas Financial Markets
147
BNP Paribas Financial Markets
France
$834K
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$829K
OHWP
149
Oak Harbor Wealth Partners
North Carolina
$828K
BCA
150
Bay Colony Advisors
Massachusetts
$827K