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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

313 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
276
Concourse Financial Group Securities
Alabama
$32.2K -$431K -14,019 -93%
SFA
277
Semmax Financial Advisors
North Carolina
$26.5K +$26.5K +865 New
CT
278
Clearstead Trust
Maine
$24.9K – – –
TFA
279
Toth Financial Advisory
Virginia
$24.7K – – –
FHA
280
First Horizon Advisors
Tennessee
$21.6K -$8.2K -267 -28%
KFS
281
Kelly Financial Services
Massachusetts
$21.5K +$307 +10 +1%
AIC
282
Archer Investment Corporation
Indiana
$19.8K – – –
CHA
283
Carmichael Hill & Associates
Maryland
$18.2K – – –
CSC
284
Caldwell Sutter Capital
California
$17.2K – – –
WWP
285
WR Wealth Planners
Missouri
$17.2K – – –
BNP Paribas Financial Markets
286
BNP Paribas Financial Markets
France
$13.7K -$29.4K -958 -68%
FFA
287
Farther Finance Advisors
California
$13.1K +$3.69K +120 +39%
CFD
288
Creative Financial Designs
Indiana
$11.1K +$11.1K +360 New
GJIA
289
Glass Jacobson Investment Advisors
Maryland
$11K +$154 +5 +1%
BBHC
290
Brown Brothers Harriman & Co
New York
$9.22K – – –
CFFP
291
Center for Financial Planning
Michigan
$8.97K – – –
Citigroup
292
Citigroup
New York
$8.51K -$12.5K -407 -60%
APC
293
Aspire Private Capital
North Carolina
$8.08K -$37.9K -1,234 -82%
RBC
294
Roble Belko & Company
Pennsylvania
$8K – – –
HWM
295
HighMark Wealth Management
Minnesota
$7.85K +$92 +3 +1%
PCM
296
Penserra Capital Management
California
$7K +$7K +240 New
AWM
297
AllSquare Wealth Management
New York
$6.14K – – –
HCP
298
Hexagon Capital Partners
Arkansas
$5.87K – – –
SIS
299
Sound Income Strategies
Florida
$5.36K – – –
C
300
Covestor
United Kingdom
$5K -$3.4K -119 -40%
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12
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