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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
NS
176
NBC Securities
Alabama
$619K -$169K -5,486 -21%
UCFA
177
United Capital Financial Advisors
Texas
$578K +$578K +18,781 New
DC
178
Davenport & Co
Virginia
$577K
Cerity Partners
179
Cerity Partners
New York
$577K +$862 +28 +0.1%
RPA
180
Rock Point Advisors
Vermont
$575K -$2.31K -75 -0.4%
Corient Private Wealth
181
Corient Private Wealth
Florida
$572K -$671K -21,800 -54%
Citadel Advisors
182
Citadel Advisors
Florida
$561K +$561K +18,225 New
ARC
183
Advisor Resource Council
Texas
$557K +$86.4K +2,807 +18%
MWM
184
Modera Wealth Management
New Jersey
$541K +$831 +27 +0.2%
BFG
185
Bleakley Financial Group
New Jersey
$516K +$142K +4,612 +38%
WWM
186
WJ Wealth Management
Arizona
$513K
HFA
187
Hershey Financial Advisers
Pennsylvania
$506K +$506K +16,443 New
CMMS
188
Comprehensive Money Management Services
Florida
$486K +$4.16K +135 +0.9%
IIC
189
Integrated Investment Consultants
Michigan
$483K
GC
190
Guidance Capital
Kentucky
$476K
WAP
191
Wealthcare Advisory Partners
Pennsylvania
$468K +$28.1K +912 +6%
CB
192
Centennial Bank
Arkansas
$466K -$251K -8,147 -35%
Goldman Sachs
193
Goldman Sachs
New York
$449K +$449K +14,598 New
OC
194
Oppenheimer & Co
New York
$447K -$30.8K -1,000 -6%
TWP
195
Triad Wealth Partners
Kansas
$444K -$302K -9,807 -40%
LCWP
196
Legacy Capital Wealth Partners
Arkansas
$443K -$97.7K -3,173 -18%
SIM
197
Samara Investment Management
Oregon
$435K +$435K +14,124 New
AC
198
Apella Capital
Connecticut
$434K -$11K -356 -2%
WAM
199
Worth Asset Management
Texas
$430K -$6.09K -198 -1%
MIM
200
MTM Investment Management
South Carolina
$426K +$7.17K +233 +2%