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SPDR Bloomberg Investment Grade Floating Rate ETF

336 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 36 funds opening new positions, 108 increasing their positions, 131 reducing their positions, and 17 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 → $1.66B (-$54.3M)

13% less funds holding in top 10

Funds holding in top 10: 2320 (-3)

18% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 131

Holders
336
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
SG
176
StoneX Group
New York
$517K
LFA
177
Laraway Financial Advisors
Minnesota
$514K
VWM
178
Vermillion Wealth Management
Minnesota
$493K
CMMS
179
Comprehensive Money Management Services
Florida
$487K
RFP
180
Root Financial Partners
California
$481K
DJSG
181
D.J. St. Germain
Massachusetts
$481K
GC
182
Guidance Capital
Kentucky
$475K
TC
183
Trilogy Capital
California
$458K
SWP
184
Strategic Wealth Partners
Ohio
$455K
APP
185
Avantax Planning Partners
Iowa
$451K
TA
186
TruWealth Advisors
Louisiana
$448K
VIM
187
Vista Investment Management
Pennsylvania
$445K
Comerica Bank
188
Comerica Bank
Texas
$437K
MIM
189
MTM Investment Management
South Carolina
$413K
NAM
190
NTV Asset Management
West Virginia
$403K
RWIA
191
Roger Wittlin Investment Advisory
California
$402K
TA
192
Tactive Advisors
Florida
$401K
SC
193
Sykon Capital
New York
$388K
SWM
194
Silverlake Wealth Management
Vermont
$383K
IA
195
IFG Advisory
Georgia
$382K
HF
196
HRT Financial
New York
$381K
NFG
197
Nations Financial Group
Iowa
$365K
LCM
198
Lunt Capital Management
Utah
$364K
LMKC
199
L.M. Kohn & Company
Ohio
$359K
CPL
200
CAP Partners LLC
Tennessee
$359K