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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

318 hedge funds and large institutions have $1.71B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 131 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
318
Holders Change
-8
Holders Change %
-2.45%
% of All Funds
4.32%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.31%
New
32
Increased
131
Reduced
90
Closed
31
Calls
$740K
Puts
$656K
Net Calls
+$84K
Net Calls Change
-$165K

Top Buyers

1
IWM
IHT Wealth Management
Illinois
+$28.5M
2
MAM
Milestone Asset Management
Pennsylvania
+$23.4M
3
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
4
Ameriprise
Ameriprise
Minnesota
+$12.3M
5
Osaic Holdings
Osaic Holdings
Arizona
+$11.6M

Top Sellers

1
FAG
Fortitude Advisory Group
Washington
-$6.35M
2
FA
Forefront Analytics
Pennsylvania
-$4.92M
3
BFG
Beacon Financial Group
Texas
-$4.62M
4
State Street
State Street
Massachusetts
-$4.2M
5
AA
Armis Advisers
Georgia
-$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
1
Wealthfront Advisers
California
$175M +$20.1M +650,634 +13%
Ameriprise
2
Ameriprise
Minnesota
$123M +$12.3M +397,516 +11%
Morgan Stanley
3
Morgan Stanley
New York
$66.2M +$2.27M +73,726 +4%
LPL Financial
4
LPL Financial
California
$60.4M +$4.86M +157,739 +9%
Renaissance Technologies
5
Renaissance Technologies
New York
$56M +$6.24M +202,500 +13%
Bank of America
6
Bank of America
North Carolina
$54M +$2.65M +85,962 +5%
NYLIM
7
New York Life Investment Management
New York
$49M -$667K -21,650 -1%
IWM
8
IHT Wealth Management
Illinois
$36.7M +$28.5M +923,106 +344%
TIAA Trust, National Association
9
TIAA Trust, National Association
North Carolina
$35.1M +$8.58M +278,447 +32%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$34.7M +$1.78M +57,800 +5%
Wells Fargo
11
Wells Fargo
California
$33.9M -$1.07M -34,806 -3%
KeyBank National Association
12
KeyBank National Association
Ohio
$33.3M -$1.09M -35,357 -3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$30.4M +$1.91M +62,118 +7%
FWI
14
Facet Wealth Inc
Maryland
$30M -$443K -14,466 -1%
VA
15
Valmark Advisers
Ohio
$27.2M +$832K +27,000 +3%
State Street
16
State Street
Massachusetts
$27.1M -$4.2M -136,259 -13%
SIM
17
Stratos Investment Management
Ohio
$25.9M +$629K +20,416 +2%
MAM
18
Milestone Asset Management
Pennsylvania
$25.9M +$23.4M +760,338 +955%
CM
19
Cornerstone Management
Georgia
$23.8M +$517K +16,766 +2%
Osaic Holdings
20
Osaic Holdings
Arizona
$23M +$11.6M +375,373 +101%
AA
21
Advisory Alpha
Michigan
$22.6M +$1.35M +43,739 +6%
TCM
22
Towercrest Capital Management
Pennsylvania
$21.4M -$1.61M -52,262 -7%
MWA
23
MFA Wealth Advisors
Pennsylvania
$21.4M +$272K +8,815 +1%
AWMG
24
Alliance Wealth Management Group
New Jersey
$20.6M -$1.54M -49,855 -7%
UBS Group
25
UBS Group
Switzerland
$19M -$564K -18,302 -3%
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