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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

324 hedge funds and large institutions have $1.78B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 136 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
+11
Holders Change %
+3.51%
% of All Funds
4.75%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
43
Increased
99
Reduced
136
Closed
31
Calls
$982K
Puts
$1.01M
Net Calls
-$27K
Net Calls Change
-$30K

Top Buyers

1
Jane Street
1
Jane Street
New York
$54.6M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$41.3M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$59.8M
4
TCM
4
Tradewinds Capital Management
Washington
$23M
5
Morgan Stanley
5
Morgan Stanley
New York
$96.6M

Top Sellers

1
OPAM
1
Ocean Park Asset Management
California
$2.11M
2
SMM
2
Stadion Money Management
Georgia
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16.1M
4
AWM
4
AE Wealth Management
Kansas
$4.59M
5
WWA
5
WCG Wealth Advisors
Nevada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SSWM
251
Sheets Smith Wealth Management
North Carolina
$202K -$99.9K -3,265 -33%
CIAS
252
Capital Investment Advisory Services
North Carolina
$175K – – –
JWA
253
JFS Wealth Advisors
Pennsylvania
$158K +$1.96K +64 +1%
AA
254
Addison Advisors
Vermont
$154K -$128K -4,178 -45%
William Blair & Company
255
William Blair & Company
Illinois
$137K -$89.7K -2,932 -40%
CF
256
Centaurus Financial
California
$135K +$12.6K +410 +10%
JHCP
257
Jackson Hole Capital Partners
Oklahoma
$134K +$134K +4,384 New
FBC
258
Fairfield, Bush & Co
Connecticut
$117K +$117K +3,828 New
LWANC
259
Laurel Wealth Advisors (North Carolina)
North Carolina
$99.3K – – –
ACA
260
Aptus Capital Advisors
Alabama
$94.5K -$2.97K -97 -3%
RG
261
Retirement Group
California
$93K +$673 +22 +0.7%
HFM
262
Hartford Financial Management
Connecticut
$88K – – –
UCB
263
United Community Bank
South Carolina
$87.4K -$1.84K -60 -2%
SWM
264
Spire Wealth Management
Virginia
$86.8K -$217K -7,081 -71%
RIM
265
Rockbridge Investment Management
New York
$83.5K +$83.5K +2,729 New
BWP
266
Baldwin Wealth Partners
Massachusetts
$82.6K – – –
CAM
267
Creekmur Asset Management
Illinois
$78.2K +$78.2K +2,558 New
AA
268
AlphaCentric Advisors
Puerto Rico
$74.4K -$10.3K -336 -12%
IA
269
IFP Advisors
Florida
$68.6K -$19.1K -625 -22%
Deutsche Bank
270
Deutsche Bank
Germany
$67.6K – – –
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$64.9K +$64.9K +2,120 New
BWAM
272
Boyd Watterson Asset Management
Ohio
$58.8K -$979 -32 -2%
DWA
273
Delos Wealth Advisors
Texas
$55K -$21.9K -715 -28%
WIA
274
Wetzel Investment Advisors
Indiana
$55K +$55K +1,786 New
AIP
275
Ameritas Investment Partners
Nebraska
$54.1K +$459 +15 +0.9%
9 10
11
12 13