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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
$47.7M
2
Renaissance Technologies
Renaissance Technologies
New York
$25.6M
3
LPL Financial
LPL Financial
California
$60.7M
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
$0
2
Wells Fargo
Wells Fargo
California
$121M
3
TF
TIAA FSB
Florida
$24.9M
4
APW
Aurora Private Wealth
New Jersey
$0
5
RA
RFG Advisory
Alabama
$1.96M
Name Holding Trade Value Shares
Change 		Shares
Change %
NEPWA
251
New England Private Wealth Advisors
Massachusetts
$267K -$296K -9,755 -53%
Jane Street
252
Jane Street
New York
$254K – – –
OBWG
253
Onyx Bridge Wealth Group
New York
$253K +$253K +8,285 New
CPWA
254
Cerro Pacific Wealth Advisors
California
$248K – – –
CCM
255
Crabel Capital Management
California
$241K +$241K +7,925 New
CA
256
Cetera Advisors
Colorado
$236K +$236K +7,750 New
ARC
257
Advisor Resource Council
Texas
$233K +$233K +7,673 New
CAG
258
Curtis Advisory Group
California
$233K +$233K +7,659 New
SWM
259
Scissortail Wealth Management
Oklahoma
$231K +$231K +7,575 New
WAM
260
Warberg Asset Management
Illinois
$231K +$231K +7,600 New
WS
261
Wedbush Securities
California
$229K -$4.87K -160 -2%
WIA
262
World Investment Advisors
California
$226K -$365 -12 -0.2%
CAPTRUST Financial Advisors
263
CAPTRUST Financial Advisors
North Carolina
$220K +$4.5K +148 +2%
Koshinski Asset Management
264
Koshinski Asset Management
Illinois
$220K +$61 +2 +0%
M&T Bank
265
M&T Bank
New York
$219K +$219K +7,200 New
WWM
266
Western Wealth Management
Colorado
$218K -$218K -7,189 -50%
JCIA
267
Jackson Creek Investment Advisors
Colorado
$217K -$1.39M -45,958 -87%
PWMG
268
Prestige Wealth Management Group
New Jersey
$216K – – –
SB
269
Strategic Blueprint
Georgia
$203K -$10.2K -334 -5%
CWA
270
Clearview Wealth Advisors
Oregon
$202K – – –
WAP
271
Wealthcare Advisory Partners
Pennsylvania
$201K +$201K +6,618 New
TAM
272
Tocqueville Asset Management
New York
$201K +$201K +6,600 New
HPA
273
High Probability Advisors
New York
$200K -$27.9K -918 -12%
ME
274
McIlrath & Eck
Washington
$199K -$71.4K -2,351 -26%
AIP
275
Ameritas Investment Partners
Nebraska
$192K +$273 +9 +0.1%
9 10
11
12 13