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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
CCM
176
Crabel Capital Management
California
$496K -$343K -11,130 -41%
SC
177
Scotia Capital
Ontario, Canada
$486K -$438K -14,240 -47%
IIC
178
Integrated Investment Consultants
Michigan
$484K +$483K +15,697 New
CMMS
179
Comprehensive Money Management Services
Florida
$483K -$5.08K -165 -1%
OC
180
Oppenheimer & Co
New York
$479K -$151K -4,900 -24%
GC
181
Guidance Capital
Kentucky
$477K
National Bank of Canada
182
National Bank of Canada
Quebec, Canada
$471K +$403K +13,096 +598%
BFG
183
Beacon Financial Group
Texas
$468K -$85.7K -2,782 -16%
TC
184
Trilogy Capital
California
$458K
APP
185
Avantax Planning Partners
Iowa
$449K -$2.06K -67 -0.5%
IAN
186
Integrated Advisors Network
Texas
$447K +$131K +4,269 +42%
DJSG
187
D.J. St. Germain
Massachusetts
$441K -$39.9K -1,295 -8%
AWM
188
AE Wealth Management
Kansas
$433K +$272K +8,840 +171%
SA
189
Sovran Advisors
California
$427K -$2.5M -81,070 -85%
MIM
190
MTM Investment Management
South Carolina
$423K +$9.39K +305 +2%
Mercer Global Advisors
191
Mercer Global Advisors
Colorado
$421K -$292K -9,479 -41%
AI
192
Atria Investments
North Carolina
$419K +$91.7K +2,977 +28%
TA
193
Tactive Advisors
Florida
$408K +$6.37K +207 +2%
AWM
194
Avior Wealth Management
Nebraska
$398K -$152K -4,937 -28%
CAAM
195
Cornerstone Advisors Asset Management
Pennsylvania
$397K +$397K +12,880 New
VWM
196
Vermillion Wealth Management
Minnesota
$393K -$99.8K -3,240 -20%
BJL
197
Brighton Jones LLC
Washington
$391K +$390K +12,673 New
SWM
198
Silverlake Wealth Management
Vermont
$384K +$493 +16 +0.1%
RWB
199
RMR Wealth Builders
New Jersey
$373K +$122K +3,966 +49%
OWA
200
Octavia Wealth Advisors
Ohio
$369K +$29.9K +970 +9%