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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

313 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
226
Naples Global Advisors
Florida
$287K -$57.6K -1,875 -17%
CA
227
Cetera Advisors
Colorado
$287K -$77.1K -2,509 -21%
WA
228
WBH Advisory
Maryland
$285K -$287K -9,336 -50%
LCM
229
Lunt Capital Management
Utah
$285K -$43.6K -1,420 -13%
SAM
230
Simplify Asset Management
Nevada
$285K -$2.02M -65,801 -88%
AA
231
Addison Advisors
Vermont
$283K -$4.89M -159,338 -95%
NEPWA
232
New England Private Wealth Advisors
Massachusetts
$280K +$4.03K +131 +1%
PTC
233
Private Trust Company
Ohio
$272K +$2.06K +67 +0.8%
KFP
234
KMG Fiduciary Partners
Ohio
$269K -$37.1K -1,207 -12%
KWM
235
Kingsview Wealth Management
Oregon
$263K +$263K +8,573 New
LMKC
236
L.M. Kohn & Company
Ohio
$260K -$48.4K -1,574 -16%
MMA
237
Miracle Mile Advisors
California
$251K -$181K -5,882 -42%
SWM
238
Seed Wealth Management
Illinois
$246K – – –
EIA
239
Eldridge Investment Advisors
New Hampshire
$237K +$2.54K +83 +1%
CAG
240
Curtis Advisory Group
California
$235K – – –
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$231K +$231K +7,518 New
SQA
242
Simon Quick Advisors
New Jersey
$229K +$229K +7,470 New
WIA
243
World Investment Advisors
California
$228K – – –
William Blair & Company
244
William Blair & Company
Illinois
$227K -$30.2K -983 -12%
PWMG
245
Prestige Wealth Management Group
New Jersey
$218K – – –
EH
246
Equitable Holdings
New York
$212K +$2.3K +75 +1%
Betterment LLC
247
Betterment LLC
New York
$210K +$210K +6,827 New
CWA
248
Clearview Wealth Advisors
Oregon
$204K – – –
CIAS
249
Capital Investment Advisory Services
North Carolina
$176K – – –
JWA
250
JFS Wealth Advisors
Pennsylvania
$157K -$15.4K -501 -9%
8 9
10
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