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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 %
ME
276
McIlrath & Eck
Washington
$42.7K -$10.8K -350 -20%
NP
277
NorthRock Partners
Minnesota
$42K +$42K +1,362 New
CAL
278
Capital Analysts LLC
Pennsylvania
$40K – – –
MHR
279
Matthew Hamilton Rosenberg
$39.9K – – –
CFGS
280
Concourse Financial Group Securities
Alabama
$32.3K – – –
WIC
281
Woodmont Investment Counsel
Tennessee
$30K +$30K +972 New
SL
282
Salomon & Ludwin
Virginia
$25.3K -$9.28K -301 -27%
CT
283
Clearstead Trust
Maine
$25K – – –
TFA
284
Toth Financial Advisory
Virginia
$24.8K – – –
DWA
285
Delos Wealth Advisors
Texas
$23.6K -$31.9K -1,034 -57%
BFEC
286
Benjamin F. Edwards & Company
Missouri
$20K -$8.51K -275 -30%
HCM
287
Hollencrest Capital Management
California
$19.5K -$2K -65 -9%
BIA
288
Bell Investment Advisors
California
$18.8K +$5.92K +192 +46%
FF
289
Friedenthal Financial
New Jersey
$18K +$987 +32 +6%
CSC
290
Caldwell Sutter Capital
California
$17.3K – – –
BONH
291
Bank of New Hampshire
New Hampshire
$10.8K -$13.1K -425 -55%
FHA
292
First Horizon Advisors
Tennessee
$10.7K – – –
CFFP
293
Center for Financial Planning
Michigan
$9K – – –
APC
294
Aspire Private Capital
North Carolina
$8.66K +$247 +8 +3%
Citigroup
295
Citigroup
New York
$8.48K -$31 -1 -0.4%
RBC
296
Roble Belko & Company
Pennsylvania
$8K – – –
AIC
297
Archer Investment Corporation
Indiana
$6.6K -$13.2K -429 -67%
AWM
298
AllSquare Wealth Management
New York
$6.17K – – –
SIS
299
Sound Income Strategies
Florida
$5.38K – – –
AWM
300
Angeles Wealth Management
California
$4.96K – – –
10 11
12
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