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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$155M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
$32.8M
3
AF
Allworth Financial
California
$11.6M
4
SIM
Stratos Investment Management
Ohio
$25.2M
5
AA
Advisory Alpha
Michigan
$21.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPL
226
CAP Partners LLC
Tennessee
$253K -$165K -5,374 -39%
CPRC
227
Consolidated Portfolio Review Corp
New York
$252K -$3.23K -105 -1%
MMA
228
Miracle Mile Advisors
California
$251K – – –
CT
229
Coastline Trust
Rhode Island
$250K – – –
IHWM
230
Iron Horse Wealth Management
Iowa
$241K -$1.44K -47 -0.6%
HPBT
231
Hickory Point Bank & Trust
Illinois
$230K +$230K +7,500 New
RWM
232
Rialto Wealth Management
New York
$230K +$230K +7,495 New
SA
233
Sanctuary Advisors
Indiana
$228K +$228K +7,403 New
CCM
234
Crabel Capital Management
California
$228K -$182K -5,928 -44%
BCI
235
Brinker Capital Investments
Pennsylvania
$226K +$3.69K +120 +2%
OPS
236
Orion Portfolio Solutions
Nebraska
$226K +$3.69K +120 +2%
GSEP
237
Golden State Equity Partners
California
$225K +$225K +7,317 New
GGS
238
Galvin Gaustad & Stein
Arizona
$224K – – –
AFG
239
Atomi Financial Group
New York
$220K -$32.1K -1,043 -13%
PWM
240
Perigon Wealth Management
California
$216K -$23.1K -748 -10%
CPWA
241
Cerro Pacific Wealth Advisors
California
$212K +$212K +6,865 New
GSWM
242
Golden State Wealth Management
California
$210K +$210K +6,841 New
MA
243
Montag & Associates
Georgia
$209K – – –
EH
244
Equitable Holdings
New York
$207K -$144K -4,698 -41%
AP
245
Adero Partners
California
$202K – – –
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$186K +$2.95K +96 +2%
CIAS
247
Capital Investment Advisory Services
North Carolina
$181K – – –
NB
248
NBT Bank
New York
$162K -$21.4K -695 -12%
William Blair & Company
249
William Blair & Company
Illinois
$152K +$6.67K +217 +5%
VWM
250
Vermillion Wealth Management
Minnesota
$149K +$149K +4,856 New
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