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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

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

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$40.6M
2
FFA
Farther Finance Advisors
California
+$11M
3
Jane Street
Jane Street
New York
+$10.7M
4
LPL Financial
LPL Financial
California
+$6.94M
5
MAM
Milestone Asset Management
Pennsylvania
+$6.71M

Top Sellers

1
Wealthfront Advisers
Wealthfront Advisers
California
-$71.7M
2
IWM
IHT Wealth Management
Illinois
-$16.5M
3
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$13M
4
Osaic Holdings
Osaic Holdings
Arizona
-$11.7M
5
NYLIM
New York Life Investment Management
New York
-$9.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
1L
201
10Elms LLP
Oklahoma
$343K -$6.41K -208 -2%
GRP
202
Global Retirement Partners
California
$340K +$340K +11,029 New
OWA
203
Octavia Wealth Advisors
Ohio
$339K -$29.9K -970 -8%
AI
204
Atria Investments
North Carolina
$327K +$51.3K +1,663 +19%
OFG
205
Opulen Financial Group
Virginia
$326K -$28.3K -919 -8%
MWP
206
Meriwether Wealth & Planning
Louisiana
$321K -$657K -21,319 -67%
VIP
207
Vantage Investment Partners
Missouri
$320K – – –
BFG
208
Bleakley Financial Group
New Jersey
$316K +$1.67K +54 +0.5%
IAN
209
Integrated Advisors Network
Texas
$315K -$21.7K -705 -6%
SAM
210
Synergy Asset Management
Washington
$308K – – –
CCG
211
Chatham Capital Group
Georgia
$308K – – –
FW
212
FullCircle Wealth
Texas
$307K – – –
ARC
213
Advisor Resource Council
Texas
$301K -$6.37M -206,657 -95%
WAM
214
Worth Asset Management
Texas
$301K -$617 -20 -0.2%
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$299K -$16.4K -532 -5%
CPSAC
216
Chas P. Smith & Associates (CPS)
Florida
$296K -$113K -3,675 -28%
VFS
217
Valpey Financial Services
New Hampshire
$295K +$295K +9,567 New
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$289K -$10.8K -350 -4%
LWM
219
Liberty Wealth Management
California
$287K -$258K -8,356 -47%
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$284K -$27.4K -890 -9%
ET
221
Equitable Trust
Tennessee
$278K -$279K -9,043 -50%
KOC
222
Koss-Olinger Consulting
Florida
$277K -$1.45K -47 -0.5%
ATPW
223
Ashton Thomas Private Wealth
Arizona
$273K -$709 -23 -0.3%
RWM
224
Revisor Wealth Management
Ohio
$267K -$11.4K -371 -4%
KBFS
225
Kohmann Bosshard Financial Services
Ohio
$265K -$40.7K -1,320 -13%
7 8
9
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