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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

332 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 34 funds opening new positions, 108 increasing their positions, 130 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
332
Holders Change
+14
Holders Change %
+4.4%
% of All Funds
4.45%
Holding in Top 10
20
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.04%
% of All Funds
0.27%
New
34
Increased
108
Reduced
130
Closed
17
Calls
$1.22M
Puts
$314K
Net Calls
+$910K
Net Calls Change
+$826K

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$40.6M
2
FFA
Farther Finance Advisors
California
+$11M
3
Jane Street
Jane Street
New York
+$10.7M
4
LPL Financial
LPL Financial
California
+$6.94M
5
MAM
Milestone Asset Management
Pennsylvania
+$6.71M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$71.7M
2
IWM
IHT Wealth Management
Illinois
-$16.5M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$13M
4
Osaic Holdings
Osaic Holdings
Arizona
-$11.7M
5
NYLIM
New York Life Investment Management
New York
-$9.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAG
151
SageView Advisory Group
California
$797K -$145K -4,707 -15%
GWM
152
Geneos Wealth Management
Colorado
$781K -$1M -32,525 -56%
NS
153
NBC Securities
Alabama
$759K -$132K -4,295 -15%
MLM
154
Mount Lucas Management
Pennsylvania
$751K -$8.91K -289 -1%
ECML
155
Eagle Capital Management (Louisiana)
Louisiana
$748K – – –
TC
156
TownSquare Capital
Utah
$715K – – –
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$713K +$394K +12,771 +123%
BSTWA
158
Blake Schutter Theil Wealth Advisors
Ohio
$699K – – –
MWM
159
Modera Wealth Management
New Jersey
$654K -$7.49K -243 -1%
TW
160
TritonPoint Wealth
Maryland
$638K – – –
OC
161
Oppenheimer & Co
New York
$630K -$3.08K -100 -0.5%
CWM
162
Congress Wealth Management
Massachusetts
$617K – – –
LCAM
163
London & Capital Asset Management
United Kingdom
$612K – – –
AI
164
Auour Investments
Massachusetts
$605K -$26.2K -850 -4%
Northern Trust
165
Northern Trust
Illinois
$594K +$332K +10,753 +126%
BAM
166
Belpointe Asset Management
Nevada
$591K +$140K +4,526 +31%
RPA
167
Rock Point Advisors
Vermont
$587K +$40.1K +1,300 +7%
WA
168
Waverly Advisors
Alabama
$576K +$29.5K +957 +5%
Cerity Partners
169
Cerity Partners
New York
$574K +$2.16K +70 +0.4%
GIA
170
Gladstone Institutional Advisory
Florida
$569K +$569K +18,465 New
Bank of New York Mellon
171
Bank of New York Mellon
New York
$559K -$21.9K -709 -4%
CCG
172
Ceeto Capital Group
Florida
$555K +$278K +9,000 +100%
BFG
173
Beacon Financial Group
Texas
$553K -$192K -6,212 -26%
AWM
174
Avior Wealth Management
Nebraska
$550K -$3.11K -101 -0.6%
SG
175
StoneX Group
New York
$517K +$305K +9,891 +144%
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