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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

322 hedge funds and large institutions have $1.83B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
28
Increased
99
Reduced
151
Closed
38
Calls
$513K
Puts
$424K
Net Calls
+$89K
Net Calls Change
+$272K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$52.9M
2
NYLIM
New York Life Investment Management
New York
$56.1M
3
AssetMark Inc
AssetMark Inc
California
$33.1M
4
Renaissance Technologies
Renaissance Technologies
New York
$30.9M
5
TF
TIAA FSB
Florida
$46.5M

Top Sellers

1
Jane Street
Jane Street
New York
$18.3M
2
Ameriprise
Ameriprise
Minnesota
$207M
3
CCA
Clearwater Capital Advisors
Illinois
$0
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.08M
5
UBS Group
UBS Group
Switzerland
$34.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFS
226
Cannon Financial Strategists
Georgia
$327K +$327K +10,648 New
US Bancorp
227
US Bancorp
Minnesota
$319K – – –
SIA
228
Strategic Investment Advisors
Michigan
$312K +$3.31K +108 +1%
LMKC
229
L.M. Kohn & Company
Ohio
$308K -$32.9K -1,071 -10%
APWA
230
Atlas Private Wealth Advisors
New Jersey
$308K +$308K +10,040 New
CCG
231
Chatham Capital Group
Georgia
$307K – – –
KFP
232
KMG Fiduciary Partners
Ohio
$306K +$491 +16 +0.2%
SWM
233
Spire Wealth Management
Virginia
$304K -$83.2K -2,711 -21%
SSWM
234
Sheets Smith Wealth Management
North Carolina
$302K – – –
SEI Investments
235
SEI Investments
Pennsylvania
$301K +$301K +9,805 New
HPA
236
High Probability Advisors
New York
$298K +$15.9K +517 +6%
CI
237
Ceera Investments
Texas
$283K -$79.5K -2,590 -22%
WF
238
Welch & Forbes
Massachusetts
$276K – – –
NEPWA
239
New England Private Wealth Advisors
Massachusetts
$275K +$3.65K +119 +1%
PTC
240
Private Trust Company
Ohio
$270K +$5.71K +186 +2%
William Blair & Company
241
William Blair & Company
Illinois
$257K -$30.6K -996 -11%
SWM
242
Seed Wealth Management
Illinois
$246K -$61.4K -2,000 -20%
LNC
243
Lincoln National Corp
Pennsylvania
$238K +$238K +7,767 New
AWA
244
Arete Wealth Advisors
Illinois
$237K -$144K -4,697 -38%
CAG
245
Curtis Advisory Group
California
$235K – – –
EIA
246
Eldridge Investment Advisors
New Hampshire
$235K -$74.7K -2,437 -24%
AI
247
Auour Investments
Massachusetts
$228K +$228K +7,437 New
WIA
248
World Investment Advisors
California
$228K – – –
PWMG
249
Prestige Wealth Management Group
New Jersey
$218K – – –
EH
250
Equitable Holdings
New York
$210K -$148K -4,816 -41%
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