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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
LFA
176
Laraway Financial Advisors
Minnesota
$514K
VWM
177
Vermillion Wealth Management
Minnesota
$493K
CMMS
178
Comprehensive Money Management Services
Florida
$487K
RFP
179
Root Financial Partners
California
$481K
DJSG
180
D.J. St. Germain
Massachusetts
$481K
GC
181
Guidance Capital
Kentucky
$475K
TC
182
Trilogy Capital
California
$458K
SWP
183
Strategic Wealth Partners
Ohio
$455K
APP
184
Avantax Planning Partners
Iowa
$451K
TA
185
TruWealth Advisors
Louisiana
$448K
VIM
186
Vista Investment Management
Pennsylvania
$445K
Comerica Bank
187
Comerica Bank
Texas
$437K
MIM
188
MTM Investment Management
South Carolina
$413K
NAM
189
NTV Asset Management
West Virginia
$403K
RWIA
190
Roger Wittlin Investment Advisory
California
$402K
TA
191
Tactive Advisors
Florida
$401K
SC
192
Sykon Capital
New York
$388K
SWM
193
Silverlake Wealth Management
Vermont
$383K
IA
194
IFG Advisory
Georgia
$382K
HF
195
HRT Financial
New York
$381K
NFG
196
Nations Financial Group
Iowa
$365K
LCM
197
Lunt Capital Management
Utah
$364K
LMKC
198
L.M. Kohn & Company
Ohio
$359K
CPL
199
CAP Partners LLC
Tennessee
$359K
MA
200
MCF Advisors
Kentucky
$349K