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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
Jane Street
Jane Street
New York
$366M
2
VWA
V Wealth Advisors
Kansas
$8.81M
3
TF
TIAA FSB
Florida
$32.6M
4
CAN
Cetera Advisor Networks
California
$25.7M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$3.9M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$75.1M
2
TCM
Tradewinds Capital Management
Washington
$1.93M
3
Wells Fargo
Wells Fargo
California
$95.2M
4
LPL Financial
LPL Financial
California
$44M
5
Renaissance Technologies
Renaissance Technologies
New York
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
276
McIlrath & Eck
Washington
$142K -$57.3K -1,882 -29%
NMG
277
New Millennium Group
Utah
$128K -$23.6K -777 -16%
HCM
278
Hollencrest Capital Management
California
$127K – – –
GI
279
GS Investments
Minnesota
$121K -$26.2K -860 -18%
RG
280
Retirement Group
California
$112K +$335 +11 +0.3%
GRP
281
Global Retirement Partners
California
$107K +$1.4K +46 +1%
BWAM
282
Boyd Watterson Asset Management
Ohio
$103K -$5.45K -179 -5%
LWANC
283
Laurel Wealth Advisors (North Carolina)
North Carolina
$98.8K – – –
UCB
284
United Community Bank
South Carolina
$96.5K -$304 -10 -0.3%
AA
285
AlphaCentric Advisors
Puerto Rico
$95.9K +$95.9K +3,152 New
DWA
286
Delos Wealth Advisors
Texas
$88.9K -$993K -32,643 -92%
HFM
287
Hartford Financial Management
Connecticut
$87.5K -$34.8K -1,144 -28%
BWP
288
Baldwin Wealth Partners
Massachusetts
$82.2K +$12.2K +400 +17%
AIP
289
Ameritas Investment Partners
Nebraska
$71K -$122K -3,994 -63%
BFEC
290
Benjamin F. Edwards & Company
Missouri
$68K -$1.53K -50 -2%
SS
291
Sunbelt Securities
Texas
$55K +$55K +1,808 New
NFSG
292
Newbridge Financial Services Group
Florida
$53.3K – – –
APC
293
Aspire Private Capital
North Carolina
$45.6K -$16K -527 -26%
GFPC
294
Global Financial Private Client
Florida
$43.6K – – –
CCP
295
Carmel Capital Partners
California
$39.9K +$39.9K +1,310 New
MHR
296
Matthew Hamilton Rosenberg
$39.6K – – –
WP
297
WealthPLAN Partners
Nebraska
$39.6K +$39.6K +1,300 New
PGAM
298
Princeton Global Asset Management
New Jersey
$32.7K – – –
CHA
299
Carmichael Hill & Associates
Maryland
$31.3K – – –
FHA
300
First Horizon Advisors
Tennessee
$29.5K – – –
10 11
12
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