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State Street SPDR Bloomberg Investment Grade Floating Rate ETF

328 hedge funds and large institutions have $1.76B invested in State Street SPDR Bloomberg Investment Grade Floating Rate ETF in 2025 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 128 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 107

5% more capital invested

Capital invested by funds: $1.67B → $1.76B (+$90.7M)

4.42% more ownership

Funds ownership: 60.81%65.23% (+4.4%)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

3% less funds holding

Funds holding: 339328 (-11)

10% less funds holding in top 10

Funds holding in top 10: 2018 (-2)

Holders
328
Holders Change
-11
Holders Change %
-3.24%
% of All Funds
4.31%
Holding in Top 10
18
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
29
Increased
128
Reduced
107
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wealthfront Advisers
1
Wealthfront Advisers
California
$126M +$22.5M +731,074 +22%
Ameriprise
2
Ameriprise
Minnesota
$116M -$5.59M -181,417 -5%
LPL Financial
3
LPL Financial
California
$69.3M +$1.93M +62,825 +3%
Morgan Stanley
4
Morgan Stanley
New York
$60.6M +$1.33M +43,324 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$59M +$12.5M +404,533 +27%
Bank of America
6
Bank of America
North Carolina
$57M -$2.74M -88,887 -5%
NYLIM
7
New York Life Investment Management
New York
$48.4M +$8.68M +281,908 +22%
Wells Fargo
8
Wells Fargo
California
$46.3M +$6.43M +208,758 +16%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$41.4M +$7.01M +227,748 +20%
JP Morgan Chase
10
JP Morgan Chase
New York
$40.3M +$33.2M +1,078,702 +474%
CFMC
11
Curbstone Financial Management Corp
New Hampshire
$37.1M +$2.58M +83,830 +7%
Renaissance Technologies
12
Renaissance Technologies
New York
$36.2M -$14.6M -475,300 -29%
MAM
13
Milestone Asset Management
Pennsylvania
$34.3M +$1.62M +52,738 +5%
KeyBank National Association
14
KeyBank National Association
Ohio
$33.5M +$1.21M +39,354 +4%
FWI
15
Facet Wealth Inc
Maryland
$32M +$399K +12,948 +1%
TIAA Trust, National Association
16
TIAA Trust, National Association
North Carolina
$29.9M +$7.69M +249,776 +35%
VA
17
Valmark Advisers
Ohio
$29.1M +$1.08M +34,989 +4%
State Street
18
State Street
Massachusetts
$28.9M -$4.49M -145,907 -13%
SIM
19
Stratos Investment Management
Ohio
$27M +$242K +7,873 +0.9%
OPAM
20
Ocean Park Asset Management
California
$25.8M +$25.7M +835,100 New
Osaic Holdings
21
Osaic Holdings
Arizona
$23.5M +$1.58M +51,170 +7%
Raymond James Financial
22
Raymond James Financial
Florida
$23M +$3.49M +113,233 +18%
FFA
23
Farther Finance Advisors
California
$22.7M +$8.05M +261,577 +55%
AA
24
Advisory Alpha
Michigan
$22M +$104K +3,379 +0.5%
MWA
25
MFA Wealth Advisors
Pennsylvania
$21.2M +$733K +23,790 +4%