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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

322 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
114
Reduced
117
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$52.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.2M
3
WH
Whitcomb & Hess
Ohio
+$12.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.29M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$17.3M
2
AIM
Astor Investment Management
Illinois
-$11.2M
3
CFG
Carr Financial Group
Massachusetts
-$7.84M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
-$7.24M
5
NYLIM
New York Life Investment Management
New York
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
Montag & Associates
Georgia
$210K -$5.03K -163 -2%
BPA
252
Beacon Pointe Advisors
California
$207K -$97.1K -3,149 -32%
CIAS
253
Capital Investment Advisory Services
North Carolina
$182K +$5.65K +183 +3%
AA
254
Addison Advisors
Vermont
$151K -$3.7K -120 -2%
PWMG
255
Prestige Wealth Management Group
New Jersey
$148K – – –
William Blair & Company
256
William Blair & Company
Illinois
$144K +$1.54K +50 +1%
JWA
257
JFS Wealth Advisors
Pennsylvania
$113K +$1.57K +51 +1%
ACA
258
Aptus Capital Advisors
Alabama
$101K -$21.3K -692 -18%
JHCP
259
Jackson Hole Capital Partners
Oklahoma
$101K – – –
LWANC
260
Laurel Wealth Advisors (North Carolina)
North Carolina
$100K – – –
AA
261
AlphaCentric Advisors
Puerto Rico
$98.3K -$864 -28 -0.9%
LWM
262
Liberty Wealth Management
California
$96K +$96K +96,003 New
UCB
263
United Community Bank
South Carolina
$93.5K +$1.36K +44 +1%
MG
264
Mather Group
Illinois
$88.8K – – –
SWM
265
Spire Wealth Management
Virginia
$83.4K -$3.79K -123 -4%
BWP
266
Baldwin Wealth Partners
Massachusetts
$83.3K – – –
CAM
267
Creekmur Asset Management
Illinois
$78.9K – – –
National Bank of Canada
268
National Bank of Canada
Quebec, Canada
$73.6K -$32.3K -1,049 -31%
IA
269
IFP Advisors
Florida
$70.2K +$339 +11 +0.5%
Deutsche Bank
270
Deutsche Bank
Germany
$68.2K – – –
BFEC
271
Benjamin F. Edwards & Company
Missouri
$67K +$47.1K +1,529 +237%
CA
272
CoreCap Advisors
Michigan
$66.3K +$1.6K +52 +2%
BlackRock
273
BlackRock
New York
$64.2K +$64.2K +2,082 New
ATS
274
Ashton Thomas Securities
New York
$59.8K +$59.8K +1,946 New
Jones Financial Companies
275
Jones Financial Companies
Missouri
$56.9K +$56.9K +1,845 New
9 10
11
12 13