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SPDR Bloomberg Investment Grade Floating Rate ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
MG
251
Mather Group
Illinois
$204K -$10.8K -352 -5%
CWA
252
Clearview Wealth Advisors
Oregon
$204K
CIAS
253
Capital Investment Advisory Services
North Carolina
$176K
HDIM
254
Hanson & Doremus Investment Management
Vermont
$172K -$12.2K -397 -7%
JWA
255
JFS Wealth Advisors
Pennsylvania
$172K +$1.29K +42 +0.8%
IA
256
IFP Advisors
Florida
$166K +$21.6K +705 +15%
HCM
257
Hollencrest Capital Management
California
$128K
GRP
258
Global Retirement Partners
California
$109K +$1.01K +33 +0.9%
National Bank of Canada
259
National Bank of Canada
Quebec, Canada
$105K -$53K -1,738 -34%
BWAM
260
Boyd Watterson Asset Management
Ohio
$100K -$3.99K -130 -4%
LWANC
261
Laurel Wealth Advisors (North Carolina)
North Carolina
$99.6K
UCB
262
United Community Bank
South Carolina
$96.8K -$491 -16 -0.5%
RG
263
Retirement Group
California
$96.7K -$16.3K -532 -14%
ME
264
McIlrath & Eck
Washington
$91.3K -$52.1K -1,698 -36%
HFM
265
Hartford Financial Management
Connecticut
$88.3K
AA
266
AlphaCentric Advisors
Puerto Rico
$84.1K -$12.6K -411 -13%
NMG
267
New Millennium Group
Utah
$83.1K -$46.2K -1,507 -36%
BWP
268
Baldwin Wealth Partners
Massachusetts
$82.9K
DWA
269
Delos Wealth Advisors
Texas
$77.2K -$12.5K -408 -14%
FBC
270
Fairfield, Bush & Co
Connecticut
$69.6K +$69.6K +2,266 New
Deutsche Bank
271
Deutsche Bank
Germany
$67.8K -$81.5K -2,657 -55%
SS
272
Sunbelt Securities
Texas
$55.5K
MIH
273
Meitav Investment House
Israel
$53.6K +$53.6K +1,746 New
AIP
274
Ameritas Investment Partners
Nebraska
$53.5K -$18.1K -590 -25%
NFSG
275
Newbridge Financial Services Group
Florida
$49.1K -$4.67K -152 -9%