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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
1L
201
10Elms LLP
Oklahoma
$343K
GRP
202
Global Retirement Partners
California
$340K
OWA
203
Octavia Wealth Advisors
Ohio
$339K
AI
204
Atria Investments
North Carolina
$327K
OFG
205
Opulen Financial Group
Virginia
$326K
MWP
206
Meriwether Wealth & Planning
Louisiana
$321K
VIP
207
Vantage Investment Partners
Missouri
$320K
BFG
208
Bleakley Financial Group
New Jersey
$316K
IAN
209
Integrated Advisors Network
Texas
$315K
CCG
210
Chatham Capital Group
Georgia
$308K
SAM
211
Synergy Asset Management
Washington
$308K
FW
212
FullCircle Wealth
Texas
$307K
ARC
213
Advisor Resource Council
Texas
$301K
WAM
214
Worth Asset Management
Texas
$301K
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$299K
CPSAC
216
Chas P. Smith & Associates (CPS)
Florida
$296K
VFS
217
Valpey Financial Services
New Hampshire
$295K
Janney Montgomery Scott
218
Janney Montgomery Scott
Pennsylvania
$289K
LWM
219
Liberty Wealth Management
California
$287K
Envestnet Portfolio Solutions
220
Envestnet Portfolio Solutions
Illinois
$284K
ET
221
Equitable Trust
Tennessee
$278K
KOC
222
Koss-Olinger Consulting
Florida
$277K
ATPW
223
Ashton Thomas Private Wealth
Arizona
$273K
RWM
224
Revisor Wealth Management
Ohio
$267K
KBFS
225
Kohmann Bosshard Financial Services
Ohio
$265K