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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

335 hedge funds and large institutions have $1.67B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 107 increasing their positions, 131 reducing their positions, and 18 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 → $1.67B (-$46.9M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

18% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 131

Holders
335
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
SAG
151
SageView Advisory Group
California
$797K
GWM
152
Geneos Wealth Management
Colorado
$781K
NS
153
NBC Securities
Alabama
$759K
MLM
154
Mount Lucas Management
Pennsylvania
$751K
ECML
155
Eagle Capital Management (Louisiana)
Louisiana
$748K
TC
156
TownSquare Capital
Utah
$715K
Mercer Global Advisors
157
Mercer Global Advisors
Colorado
$713K
BSTWA
158
Blake Schutter Theil Wealth Advisors
Ohio
$699K
MWM
159
Modera Wealth Management
New Jersey
$654K
TW
160
TritonPoint Wealth
Maryland
$638K
OC
161
Oppenheimer & Co
New York
$630K
CWM
162
Congress Wealth Management
Massachusetts
$617K
LCAM
163
London & Capital Asset Management
United Kingdom
$612K
AI
164
Auour Investments
Massachusetts
$605K
Northern Trust
165
Northern Trust
Illinois
$594K
BAM
166
Belpointe Asset Management
Nevada
$591K
RPA
167
Rock Point Advisors
Vermont
$587K
WA
168
Waverly Advisors
Alabama
$576K
Cerity Partners
169
Cerity Partners
New York
$574K
GIA
170
Gladstone Institutional Advisory
Florida
$569K
Bank of New York Mellon
171
Bank of New York Mellon
New York
$559K
CCG
172
Ceeto Capital Group
Florida
$555K
BFG
173
Beacon Financial Group
Texas
$553K
AWM
174
Avior Wealth Management
Nebraska
$550K
SG
175
StoneX Group
New York
$517K