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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 %
PWMG
251
Prestige Wealth Management Group
New Jersey
$148K -$70.9K -2,300 -32%
William Blair & Company
252
William Blair & Company
Illinois
$142K +$4.41K +143 +3%
ACA
253
Aptus Capital Advisors
Alabama
$122K +$26.6K +864 +28%
JWA
254
JFS Wealth Advisors
Pennsylvania
$111K -$48.3K -1,566 -30%
National Bank of Canada
255
National Bank of Canada
Quebec, Canada
$105K -$575K -18,753 -85%
JHCP
256
Jackson Hole Capital Partners
Oklahoma
$100K -$34.7K -1,126 -26%
LWANC
257
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K – – –
AA
258
AlphaCentric Advisors
Puerto Rico
$99.1K +$24.1K +781 +32%
RG
259
Retirement Group
California
$94.1K +$339 +11 +0.4%
UCB
260
United Community Bank
South Carolina
$92.1K +$4.01K +130 +5%
MG
261
Mather Group
Illinois
$88.1K +$88.1K +2,879 New
SWM
262
Spire Wealth Management
Virginia
$87.2K +$31 +1 +0%
BWP
263
Baldwin Wealth Partners
Massachusetts
$83.2K – – –
Fidelity Investments
264
Fidelity Investments
Massachusetts
$81.4K +$75.1K +2,435 +1,188%
CAM
265
Creekmur Asset Management
Illinois
$78.9K – – –
IA
266
IFP Advisors
Florida
$69.8K +$647 +21 +0.9%
Deutsche Bank
267
Deutsche Bank
Germany
$68.1K – – –
FFWM
268
Future Financial Wealth Management
Ohio
$67.8K +$67.8K +2,200 New
CA
269
CoreCap Advisors
Michigan
$64.7K +$64.7K +2,097 New
AIP
270
Ameritas Investment Partners
Nebraska
$54.8K +$216 +7 +0.4%
BWAM
271
Boyd Watterson Asset Management
Ohio
$52.3K -$6.94K -225 -12%
WIA
272
Wetzel Investment Advisors
Indiana
$50.6K -$4.4K -143 -8%
CIBC Private Wealth Group
273
CIBC Private Wealth Group
Georgia
$49.9K +$49.9K +1,625 New
Fifth Third Bancorp
274
Fifth Third Bancorp
Ohio
$47.2K -$18.2K -590 -28%
GFPC
275
Global Financial Private Client
Florida
$44.1K – – –
9 10
11
12 13