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SPDR Bloomberg Investment Grade Floating Rate ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
LFA
176
Laraway Financial Advisors
Minnesota
$514K
VWM
177
Vermillion Wealth Management
Minnesota
$493K +$45.6K +1,479 +10%
CMMS
178
Comprehensive Money Management Services
Florida
$487K -$19.7K -640 -4%
RFP
179
Root Financial Partners
California
$481K -$20.7K -673 -4%
DJSG
180
D.J. St. Germain
Massachusetts
$481K -$43.2K -1,400 -8%
GC
181
Guidance Capital
Kentucky
$475K
TC
182
Trilogy Capital
California
$458K +$120K +3,901 +36%
SWP
183
Strategic Wealth Partners
Ohio
$455K +$455K +14,747 New
APP
184
Avantax Planning Partners
Iowa
$451K -$138K -4,460 -23%
TA
185
TruWealth Advisors
Louisiana
$448K +$166K +5,386 +59%
VIM
186
Vista Investment Management
Pennsylvania
$445K +$57K +1,849 +15%
Comerica Bank
187
Comerica Bank
Texas
$437K +$74.1K +2,403 +20%
MIM
188
MTM Investment Management
South Carolina
$413K +$7.99K +259 +2%
NAM
189
NTV Asset Management
West Virginia
$403K -$30.8K -1,000 -7%
RWIA
190
Roger Wittlin Investment Advisory
California
$402K -$163K -5,280 -29%
TA
191
Tactive Advisors
Florida
$401K +$401K +13,011 New
SC
192
Sykon Capital
New York
$388K -$9.14M -296,365 -96%
SWM
193
Silverlake Wealth Management
Vermont
$383K +$21.7K +705 +6%
IA
194
IFG Advisory
Georgia
$382K -$26.5K -861 -7%
HF
195
HRT Financial
New York
$381K +$381K +12,382 New
NFG
196
Nations Financial Group
Iowa
$365K -$32.7K -1,060 -8%
LCM
197
Lunt Capital Management
Utah
$364K +$17.7K +575 +5%
LMKC
198
L.M. Kohn & Company
Ohio
$359K -$185 -6 -0.1%
CPL
199
CAP Partners LLC
Tennessee
$359K +$740 +24 +0.2%
MA
200
MCF Advisors
Kentucky
$349K +$2.31K +75 +0.7%