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SPDR Bloomberg Investment Grade Floating Rate ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$121M -$1.96M -63,697 -2%
Wealthfront Advisers
2
Wealthfront Advisers
California
$103M -$71.7M -2,325,072 -41%
LPL Financial
3
LPL Financial
California
$67.3M +$6.94M +225,114 +11%
Bank of America
4
Bank of America
North Carolina
$59.7M +$5.61M +182,087 +10%
Morgan Stanley
5
Morgan Stanley
New York
$59.2M -$7.01M -227,461 -11%
Renaissance Technologies
6
Renaissance Technologies
New York
$50.8M -$5.2M -168,700 -9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$46.5M +$40.6M +1,318,217 +692%
Wells Fargo
8
Wells Fargo
California
$39.8M +$5.96M +193,391 +18%
NYLIM
9
New York Life Investment Management
New York
$39.7M -$9.36M -303,707 -19%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$34.5M -$215K -6,970 -0.6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$34.4M +$3.9M +126,653 +13%
State Street
12
State Street
Massachusetts
$33.4M +$6.32M +204,836 +23%
MAM
13
Milestone Asset Management
Pennsylvania
$32.6M +$6.71M +217,572 +26%
KeyBank National Association
14
KeyBank National Association
Ohio
$32.3M -$973K -31,574 -3%
FWI
15
Facet Wealth Inc
Maryland
$31.6M +$1.43M +46,447 +5%
VA
16
Valmark Advisers
Ohio
$28M +$748K +24,256 +3%
SIM
17
Stratos Investment Management
Ohio
$26.7M +$824K +26,736 +3%
TIAA Trust, National Association
18
TIAA Trust, National Association
North Carolina
$22.1M -$13M -421,069 -37%
AA
19
Advisory Alpha
Michigan
$22M -$622K -20,181 -3%
CM
20
Cornerstone Management
Georgia
$21.1M -$2.64M -85,480 -11%
MWA
21
MFA Wealth Advisors
Pennsylvania
$20.5M -$879K -28,495 -4%
IWM
22
IHT Wealth Management
Illinois
$20.2M -$16.5M -535,223 -45%
AWM
23
Ameliora Wealth Management
Switzerland
$20.1M +$1.14M +37,101 +6%
TCM
24
Towercrest Capital Management
Pennsylvania
$19.8M -$1.68M -54,594 -8%
Raymond James Financial
25
Raymond James Financial
Florida
$19.5M +$2M +64,982 +11%