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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAM
226
Family Asset Management
South Carolina
$284K -$43.7K -1,417 -13%
PTC
227
Private Trust Company
Ohio
$283K +$26.1K +848 +10%
CCG
228
Ceeto Capital Group
Florida
$278K – – –
SG
229
StoneX Group
New York
$276K +$276K +8,960 New
NGA
230
Naples Global Advisors
Florida
$276K – – –
PWM
231
Perigon Wealth Management
California
$274K +$41.7K +1,352 +18%
WCA
232
Westover Capital Advisors
Delaware
$271K -$64.7K -2,100 -19%
KFP
233
KMG Fiduciary Partners
Ohio
$270K – – –
EFG
234
Ethos Financial Group
Pennsylvania
$261K +$13.6K +441 +6%
JWCA
235
J.W. Cole Advisors
Florida
$259K +$259K +8,412 New
CPRC
236
Consolidated Portfolio Review Corp
New York
$257K -$5.33K -173 -2%
CCM
237
Crabel Capital Management
California
$252K -$149K -4,839 -37%
MMA
238
Miracle Mile Advisors
California
$251K – – –
WIA
239
World Investment Advisors
California
$251K +$22.4K +725 +10%
LMKC
240
L.M. Kohn & Company
Ohio
$247K -$9K -292 -4%
CAG
241
Curtis Advisory Group
California
$236K – – –
Betterment LLC
242
Betterment LLC
New York
$230K +$1.39K +45 +0.6%
GGS
243
Galvin Gaustad & Stein
Arizona
$224K -$33K -1,070 -13%
DLHL
244
Donald L. Hagan LLC
Florida
$218K +$1.97K +64 +0.9%
MA
245
Montag & Associates
Georgia
$215K -$469K -15,200 -69%
CPL
246
CAP Partners LLC
Tennessee
$209K +$1.57K +51 +0.8%
SSWM
247
Sheets Smith Wealth Management
North Carolina
$203K – – –
FIM
248
Freedom Investment Management
Connecticut
$200K -$22.4K -728 -10%
CIAS
249
Capital Investment Advisory Services
North Carolina
$176K – – –
AA
250
Addison Advisors
Vermont
$155K – – –
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10
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