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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 $1.56B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 116 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.53%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
31
Increased
116
Reduced
108
Closed
39
Calls
$43K
Puts
$6K
Net Calls
+$37K
Net Calls Change
+$370K

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$22.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$16.9M
3
LPL Financial
LPL Financial
California
+$13.2M
4
Wealthfront Advisers
Wealthfront Advisers
California
+$11.8M
5
State Street
State Street
Massachusetts
+$10.5M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$41.5M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.4M
3
MNA
Manning & Napier Advisors
New York
-$17.5M
4
FAG
Fortitude Advisory Group
Washington
-$15.9M
5
WCM
Wealthcare Capital Management
Virginia
-$15M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
276
Toth Financial Advisory
Virginia
$24.8K – – –
IA
277
IFP Advisors
Florida
$23.5K -$46.7K -1,515 -67%
HCM
278
Hollencrest Capital Management
California
$19.5K +$31 +1 +0.2%
BIA
279
Bell Investment Advisors
California
$18.8K – – –
CSC
280
Caldwell Sutter Capital
California
$17.3K – – –
GJIA
281
Glass Jacobson Investment Advisors
Maryland
$15K +$15K +487 New
FF
282
Friedenthal Financial
New Jersey
$14.7K -$4.33M -140,361 -100%
Citigroup
283
Citigroup
New York
$12.2K +$3.55K +115 +41%
BONH
284
Bank of New Hampshire
New Hampshire
$10.8K – – –
AF
285
Allworth Financial
California
$9.16K – – –
CFFP
286
Center for Financial Planning
Michigan
$9.01K – – –
APC
287
Aspire Private Capital
North Carolina
$8.85K +$4.04K +131 +84%
AFG
288
Albion Financial Group
Utah
$8.64K -$515K -16,685 -98%
BSB
289
Bangor Savings Bank
Maine
$8.52K +$8.52K +276 New
LIS
290
Legacy Investment Solutions
Idaho
$8.03K +$8.03K +261 New
LWMI
291
Legacy Wealth Management (Idaho)
Idaho
$8.03K +$8.03K +261 New
RBC
292
Roble Belko & Company
Pennsylvania
$8K – – –
NA
293
NewEdge Advisors
Louisiana
$6.47K -$352K -11,415 -98%
AWM
294
AllSquare Wealth Management
New York
$6.17K – – –
CFD
295
Creative Financial Designs
Indiana
$5.36K -$1.74M -56,396 -100%
TFA
296
Transamerica Financial Advisors
Florida
$5K -$1.1M -31,233 -100%
AWM
297
Angeles Wealth Management
California
$4.97K – – –
HNB
298
Huntington National Bank
Ohio
$4.2K -$376K – –
PWMG
299
Prestige Wealth Management Group
New Jersey
$4.01K -$144K -4,665 -97%
GRP
300
Global Retirement Partners
California
$3.92K +$3.21K +104 +452%
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