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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
FPAS
126
Focus Partners Advisor Solutions
Missouri
$1.07M -$24K -779 -2%
AF
127
Allworth Financial
California
$1.07M -$6.47M -210,028 -86%
WI
128
WBI Investments
New Jersey
$1.06M -$204K -6,635 -16%
GWM
129
Geneos Wealth Management
Colorado
$1.03M +$249K +8,097 +32%
RFG
130
Range Financial Group
Oregon
$1.03M -$25.5K -827 -2%
KP
131
Keel Point
Alabama
$1.02M -$3.29K -107 -0.3%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$1M -$12.5K -406 -1%
BAM
133
Belpointe Asset Management
Nevada
$996K +$404K +13,105 +68%
SWP
134
Stratos Wealth Partners
Ohio
$980K -$13.4K -435 -1%
BMWS
135
Brady Martz Wealth Solutions
North Dakota
$960K
KAS
136
Kestra Advisory Services
Texas
$947K +$119K +3,868 +14%
SAM
137
Synergy Asset Management
Washington
$925K +$616K +20,000 +200%
WWM
138
Western Wealth Management
Colorado
$909K -$19.8K -643 -2%
BCA
139
Bay Colony Advisors
Massachusetts
$895K +$66.9K +2,171 +8%
MWM
140
Meridian Wealth Management
Kentucky
$869K -$29.4K -954 -3%
NS
141
NBC Securities
Alabama
$856K +$95.6K +3,104 +13%
UCI
142
Uncommon Cents Investing
Wisconsin
$850K
OHWP
143
Oak Harbor Wealth Partners
North Carolina
$816K -$12.3K -400 -1%
MLM
144
Mount Lucas Management
Pennsylvania
$796K +$43.8K +1,421 +6%
BEI
145
Benjamin Edwards Inc
Missouri
$787K +$585K +18,990 +292%
ECML
146
Eagle Capital Management (Louisiana)
Louisiana
$749K
SPC
147
Sigma Planning Corp
Michigan
$739K -$1.09M -35,372 -60%
CB
148
Centennial Bank
Arkansas
$726K +$497K +16,147 +219%
GCG
149
Gilbert Capital Group
Maine
$712K -$131K -4,258 -16%
BSTWA
150
Blake Schutter Theil Wealth Advisors
Ohio
$700K