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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

352 hedge funds and large institutions have $1.76B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 120 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 34

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

2% more funds holding

Funds holding: 346352 (+6)

2% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 120

1% more capital invested

Capital invested by funds: $1.75B → $1.76B (+$10M)

2.01% less ownership

Funds ownership: 65.31%63.3% (-2%)

Holders
352
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
4.33%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.26%
New
45
Increased
122
Reduced
120
Closed
34
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Avior Wealth Management
Nebraska
$421K +$28.1K +912 +7%
LFA
202
Laraway Financial Advisors
Minnesota
$419K -$108K -3,500 -20%
BCI
203
Brinker Capital Investments
Pennsylvania
$417K +$417K +13,564 New
CAAM
204
Cornerstone Advisors Asset Management
Pennsylvania
$411K
Mercer Global Advisors
205
Mercer Global Advisors
Colorado
$406K -$169K -5,491 -29%
FT
206
Fiduciary Trust
Massachusetts
$400K +$400K +12,992 New
Fidelity Investments
207
Fidelity Investments
Massachusetts
$400K +$381K +12,379 +2,019%
SPFA
208
Summit Place Financial Advisors
New Jersey
$397K -$619K -20,100 -61%
Koshinski Asset Management
209
Koshinski Asset Management
Illinois
$396K +$11.2K +365 +3%
BFG
210
Beacon Financial Group
Texas
$394K -$27.1K -881 -6%
KBFS
211
Kohmann Bosshard Financial Services
Ohio
$393K +$128K +4,151 +48%
SWM
212
Silverlake Wealth Management
Vermont
$383K
KA
213
Kovack Advisors
Florida
$383K -$152K -4,941 -28%
Stifel Financial
214
Stifel Financial
Missouri
$380K +$462 +15 +0.1%
LCM
215
Lunt Capital Management
Utah
$377K +$5.85K +190 +2%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$373K +$373K +12,130 New
ATPW
217
Ashton Thomas Private Wealth
Arizona
$371K +$37.2K +1,208 +11%
HAG
218
HighPoint Advisor Group
Illinois
$369K +$83.7K +2,721 +29%
SA
219
Sovran Advisors
California
$369K -$219K -7,117 -37%
OWA
220
Octavia Wealth Advisors
Ohio
$368K
HF
221
HRT Financial
New York
$359K +$359K +11,679 New
CPL
222
CAP Partners LLC
Tennessee
$355K +$1.78K +58 +0.5%
MMA
223
Miracle Mile Advisors
California
$349K +$50K +1,626 +17%
VFS
224
Valpey Financial Services
New Hampshire
$348K +$13.5K +438 +4%
TA
225
Tactive Advisors
Florida
$347K -$58.7K -1,907 -14%