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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
MA
201
MCF Advisors
Kentucky
$349K
1L
202
10Elms LLP
Oklahoma
$343K
GRP
203
Global Retirement Partners
California
$340K
OWA
204
Octavia Wealth Advisors
Ohio
$339K
AI
205
Atria Investments
North Carolina
$327K
OFG
206
Opulen Financial Group
Virginia
$326K
MWP
207
Meriwether Wealth & Planning
Louisiana
$321K
VIP
208
Vantage Investment Partners
Missouri
$320K
BFG
209
Bleakley Financial Group
New Jersey
$316K
IAN
210
Integrated Advisors Network
Texas
$315K
CCG
211
Chatham Capital Group
Georgia
$308K
SAM
212
Synergy Asset Management
Washington
$308K
FW
213
FullCircle Wealth
Texas
$307K
ARC
214
Advisor Resource Council
Texas
$301K
WAM
215
Worth Asset Management
Texas
$301K
Focus Partners Wealth
216
Focus Partners Wealth
Massachusetts
$299K
CPSAC
217
Chas P. Smith & Associates (CPS)
Florida
$296K
VFS
218
Valpey Financial Services
New Hampshire
$295K
Janney Montgomery Scott
219
Janney Montgomery Scott
Pennsylvania
$289K
LWM
220
Liberty Wealth Management
California
$287K
Envestnet Portfolio Solutions
221
Envestnet Portfolio Solutions
Illinois
$284K
ET
222
Equitable Trust
Tennessee
$278K
KOC
223
Koss-Olinger Consulting
Florida
$277K
ATPW
224
Ashton Thomas Private Wealth
Arizona
$273K
RWM
225
Revisor Wealth Management
Ohio
$267K