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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
Rockefeller Capital Management
151
Rockefeller Capital Management
New York
$698K -$132K -4,290 -16%
GIA
152
Gladstone Institutional Advisory
Florida
$661K +$90.6K +2,942 +16%
MWM
153
Modera Wealth Management
New Jersey
$656K +$1.48K +48 +0.2%
SC
154
Sykon Capital
New York
$653K +$263K +8,555 +68%
OWA
155
Outlook Wealth Advisors
Texas
$647K -$7.65M -248,293 -92%
TW
156
TritonPoint Wealth
Maryland
$639K
IAS
157
Integrity Advisory Solutions
Texas
$629K +$627K +20,371 New
M1FG
158
Mach-1 Financial Group
Arkansas
$629K +$627K +20,371 New
Corient Private Wealth
159
Corient Private Wealth
Florida
$613K -$235K -7,627 -28%
IFG
160
Independent Financial Group
California
$607K +$53.9K +1,750 +10%
AI
161
Auour Investments
Massachusetts
$598K -$7.76K -252 -1%
RPA
162
Rock Point Advisors
Vermont
$585K -$3.08K -100 -0.5%
WA
163
Waverly Advisors
Alabama
$584K +$7.58K +246 +1%
GRP
164
Global Retirement Partners
California
$581K +$240K +7,797 +71%
2WWM
165
21 West Wealth Management
California
$579K -$1.31M -42,448 -69%
Cerity Partners
166
Cerity Partners
New York
$576K +$616 +20 +0.1%
Citadel Advisors
167
Citadel Advisors
Florida
$570K +$569K +18,478 New
WAP
168
Wealthcare Advisory Partners
Pennsylvania
$568K +$302K +9,814 +114%
Bank of New York Mellon
169
Bank of New York Mellon
New York
$565K +$6.16K +200 +1%
CCG
170
Ceeto Capital Group
Florida
$555K
SAG
171
SageView Advisory Group
California
$539K -$258K -8,366 -32%
WWM
172
WJ Wealth Management
Arizona
$524K -$819K -26,590 -61%
SG
173
StoneX Group
New York
$519K +$1.79K +58 +0.3%
LFA
174
Laraway Financial Advisors
Minnesota
$515K
TSS
175
Two Sigma Securities
New York
$513K -$796K -25,847 -61%