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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
Bank of New York Mellon
151
Bank of New York Mellon
New York
$876K +$25.9K +840 +3%
BEI
152
Benjamin Edwards Inc
Missouri
$868K +$38.7K +1,256 +5%
UCI
153
Uncommon Cents Investing
Wisconsin
$867K -$2.22K -72 -0.3%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$861K +$224K +7,277 +35%
BMWS
155
Brady Martz Wealth Solutions
North Dakota
$860K -$97.3K -3,160 -10%
MWM
156
Meridian Wealth Management
Kentucky
$830K +$3.38K +110 +0.4%
BCA
157
Bay Colony Advisors
Massachusetts
$828K -$131K -4,259 -14%
GM
158
GeoWealth Management
Illinois
$823K +$35.9K +1,167 +5%
AWM
159
Axxcess Wealth Management
California
$764K +$324K +10,514 +74%
OHWP
160
Oak Harbor Wealth Partners
North Carolina
$762K +$4.46K +145 +0.6%
SG
161
StoneX Group
New York
$749K
ECML
162
Eagle Capital Management (Louisiana)
Louisiana
$747K
LWM
163
Liberty Wealth Management
California
$742K +$337K +10,949 +83%
ASN
164
Advisory Services Network
Georgia
$721K -$294K -9,562 -29%
IAN
165
Integrated Advisors Network
Texas
$720K +$371K +12,047 +106%
UFA
166
Unify Financial Advisors
Florida
$708K +$53.6K +1,741 +8%
BSTWA
167
Blake Schutter Theil Wealth Advisors
Ohio
$703K +$6.16K +200 +0.9%
CW
168
CreativeOne Wealth
Kansas
$700K -$6.96K -226 -1%
OWA
169
Outlook Wealth Advisors
Texas
$674K -$122K -3,960 -15%
GIA
170
Gladstone Institutional Advisory
Florida
$670K -$465K -15,093 -41%
CAGAS
171
Capital Advisory Group Advisory Services
Minnesota
$664K -$6.36M -206,718 -91%
IAIM
172
International Assets Investment Management
Florida
$656K +$38.4K +1,249 +6%
TP
173
TritonPoint Partners
Maryland
$637K
TSS
174
Two Sigma Securities
New York
$633K -$249K -8,085 -28%
AF
175
Allworth Financial
California
$627K -$171K -5,545 -21%