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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
KAS
151
Kestra Advisory Services
Texas
$827K
SAG
152
SageView Advisory Group
California
$797K
GWM
153
Geneos Wealth Management
Colorado
$781K
NS
154
NBC Securities
Alabama
$759K
MLM
155
Mount Lucas Management
Pennsylvania
$751K
ECML
156
Eagle Capital Management (Louisiana)
Louisiana
$748K
TC
157
TownSquare Capital
Utah
$715K
Mercer Global Advisors
158
Mercer Global Advisors
Colorado
$713K
BSTWA
159
Blake Schutter Theil Wealth Advisors
Ohio
$699K
MWM
160
Modera Wealth Management
New Jersey
$654K
TW
161
TritonPoint Wealth
Maryland
$638K
OC
162
Oppenheimer & Co
New York
$630K
CWM
163
Congress Wealth Management
Massachusetts
$617K
LCAM
164
London & Capital Asset Management
United Kingdom
$612K
AI
165
Auour Investments
Massachusetts
$605K
Northern Trust
166
Northern Trust
Illinois
$594K
BAM
167
Belpointe Asset Management
Nevada
$591K
RPA
168
Rock Point Advisors
Vermont
$587K
WA
169
Waverly Advisors
Alabama
$576K
Cerity Partners
170
Cerity Partners
New York
$574K
GIA
171
Gladstone Institutional Advisory
Florida
$569K
Bank of New York Mellon
172
Bank of New York Mellon
New York
$559K
CCG
173
Ceeto Capital Group
Florida
$555K
BFG
174
Beacon Financial Group
Texas
$553K
AWM
175
Avior Wealth Management
Nebraska
$550K