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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 %
FAM
276
Family Asset Management
South Carolina
$55.3K -$229K -7,433 -81%
AIP
277
Ameritas Investment Partners
Nebraska
$55.2K +$370 +12 +0.7%
WIA
278
Wetzel Investment Advisors
Indiana
$50.7K – – –
CIBC Private Wealth Group
279
CIBC Private Wealth Group
Georgia
$50K – – –
BWAM
280
Boyd Watterson Asset Management
Ohio
$47.4K -$4.91K -159 -9%
ME
281
McIlrath & Eck
Washington
$45.8K +$3.06K +99 +7%
GFPC
282
Global Financial Private Client
Florida
$44.3K – – –
CAL
283
Capital Analysts LLC
Pennsylvania
$40K – – –
MHR
284
Matthew Hamilton Rosenberg
$39.9K – – –
CFGS
285
Concourse Financial Group Securities
Alabama
$32.3K – – –
1IA
286
1620 Investment Advisors
Massachusetts
$25.9K +$25.9K +838 New
SS
287
Sunbelt Securities
Texas
$25.6K +$25.6K +829 New
SL
288
Salomon & Ludwin
Virginia
$25.3K – – –
CT
289
Clearstead Trust
Maine
$25K – – –
TFA
290
Toth Financial Advisory
Virginia
$24.8K – – –
Fidelity Investments
291
Fidelity Investments
Massachusetts
$22.8K -$58.6K -1,901 -72%
HCM
292
Hollencrest Capital Management
California
$19.5K – – –
BIA
293
Bell Investment Advisors
California
$18.8K – – –
US Bancorp
294
US Bancorp
Minnesota
$17.3K +$16.8K +543 +3,017%
CSC
295
Caldwell Sutter Capital
California
$17.3K – – –
CFS
296
CGC Financial Services
Oregon
$16.2K +$16.2K +525 New
BONH
297
Bank of New Hampshire
New Hampshire
$10.8K – – –
SFC
298
Strategic Financial Concepts
Texas
$10.4K +$10.4K +150,340 New
AF
299
Allworth Financial
California
$9.15K +$9.15K +297 New
CFFP
300
Center for Financial Planning
Michigan
$9.01K – – –
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12
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