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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

347 hedge funds and large institutions have $2.6B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 109 increasing their positions, 147 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
347
Holders Change
+10
Holders Change %
+2.97%
% of All Funds
5.6%
Holding in Top 10
36
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-18.18%
% of All Funds
0.58%
New
51
Increased
109
Reduced
147
Closed
34
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
Tradewinds Capital Management
Washington
+$27M
2
Renaissance Technologies
Renaissance Technologies
New York
+$21.4M
3
LPL Financial
LPL Financial
California
+$14.3M
4
OIA
OneDigital Investment Advisors
Kansas
+$12.3M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
+$12.1M

Top Sellers

1
DCM
Davidson Capital Management
Texas
-$43.6M
2
Wells Fargo
Wells Fargo
California
-$36.2M
3
TF
TIAA FSB
Florida
-$25.4M
4
APW
Aurora Private Wealth
New Jersey
-$24.1M
5
RA
RFG Advisory
Alabama
-$22.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
226
Mutual Advisors
Nebraska
$373K +$5.32K +175 +1%
BW
227
Bison Wealth
Georgia
$373K -$754K -24,612 -67%
IA
228
IFP Advisors
Florida
$372K -$6.35K -206 -2%
CWM
229
Cabot Wealth Management
Massachusetts
$365K -$330K -10,864 -47%
SWM
230
Silverlake Wealth Management
Vermont
$364K +$547 +18 +0.2%
Mercer Global Advisors
231
Mercer Global Advisors
Colorado
$363K -$25.6K -840 -7%
FA
232
Flagstar Advisors
New York
$351K +$4.13K +136 +1%
Janney Montgomery Scott
233
Janney Montgomery Scott
Pennsylvania
$341K +$71K +2,337 +26%
CF
234
Centaurus Financial
California
$332K -$73.8K -2,425 -18%
US Bancorp
235
US Bancorp
Minnesota
$316K – – –
AAS
236
Ameritas Advisory Services
Nebraska
$315K -$124K -4,075 -28%
EIA
237
Eldridge Investment Advisors
New Hampshire
$314K -$50.9K -1,675 -14%
SWM
238
Seed Wealth Management
Illinois
$311K +$311K +10,250 New
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$311K +$311K +5,300 New
SIA
240
Strategic Investment Advisors
Michigan
$304K +$66.4K +2,185 +28%
SWM
241
Spire Wealth Management
Virginia
$301K +$224K +7,384 +292%
WB
242
WesBanco Bank
West Virginia
$297K +$297K +9,775 New
MG
243
Mather Group
Illinois
$296K -$1.25K -41 -0.4%
MFGM
244
Marshall Financial Group (Maryland)
Maryland
$295K +$295K +9,716 New
SSWM
245
Sheets Smith Wealth Management
North Carolina
$292K – – –
HDIM
246
Hanson & Doremus Investment Management
Vermont
$285K -$65.1K -2,138 -19%
PCA
247
Prosperity Capital Advisors
Ohio
$276K +$276K +9,085 New
WF
248
Welch & Forbes
Massachusetts
$274K – – –
FPCP
249
Fort Point Capital Partners
California
$273K -$5.84K -192 -2%
CWA
250
Capital Wealth Alliance
Arizona
$271K -$1.79K -59 -0.7%
8 9
10
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