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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

326 hedge funds and large institutions have $1.55B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 110 increasing their positions, 109 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
326
Holders Change
+13
Holders Change %
+4.15%
% of All Funds
4.34%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.32%
New
54
Increased
110
Reduced
109
Closed
36
Calls
$1.19M
Puts
$937K
Net Calls
+$249K
Net Calls Change
+$212K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
$155M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
$32.8M
3
AF
Allworth Financial
California
$11.6M
4
SIM
Stratos Investment Management
Ohio
$25.2M
5
AA
Advisory Alpha
Michigan
$21.2M

Top Sellers

1
Wells Fargo
Wells Fargo
California
$34.8M
2
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
$26.4M
3
AIM
Astor Investment Management
Illinois
$2.09K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$28.4M
5
HighTower Advisors
HighTower Advisors
Illinois
$6.57M
Name Holding Trade Value Shares
Change 		Shares
Change %
DRP
276
Decker Retirement Planning
Utah
$25K +$25K +815 New
CT
277
Clearstead Trust
Maine
$24.9K – – –
TFA
278
Toth Financial Advisory
Virginia
$24.7K – – –
MG
279
Mather Group
Illinois
$23.6K -$23.3K -759 -50%
MCM
280
MAI Capital Management
Ohio
$23.6K +$23.6K +768 New
HNW
281
High Note Wealth
Minnesota
$21.4K +$21.4K +696 New
HCM
282
Hollencrest Capital Management
California
$19.5K – – –
FGC
283
Financial Gravity Companies
Texas
$18.9K +$18.9K +615 New
BIA
284
Bell Investment Advisors
California
$18.7K – – –
FF
285
Friedenthal Financial
New Jersey
$18.2K +$3.47K +113 +24%
CSC
286
Caldwell Sutter Capital
California
$17.2K – – –
GJIA
287
Glass Jacobson Investment Advisors
Maryland
$15K – – –
Fidelity Investments
288
Fidelity Investments
Massachusetts
$13.5K -$19.2K -625 -59%
AFG
289
Albion Financial Group
Utah
$12.3K +$3.69K +120 +43%
FHA
290
First Horizon Advisors
Tennessee
$12.3K -$22K -716 -64%
BONH
291
Bank of New Hampshire
New Hampshire
$10.8K – – –
AG
292
AmeriFlex Group
Nevada
$10.6K +$10.6K +342 New
RIA
293
Realta Investment Advisors
Delaware
$10.1K +$10.1K +327 New
MRP
294
Measured Risk Portfolios
California
$9.77K +$9.77K +318 New
CFFP
295
Center for Financial Planning
Michigan
$8.97K – – –
BSB
296
Bangor Savings Bank
Maine
$8.48K – – –
Citigroup
297
Citigroup
New York
$8.45K -$3.66K -119 -30%
RBC
298
Roble Belko & Company
Pennsylvania
$8K – – –
T
299
Transce3nd
Texas
$7.71K +$7.71K +251 New
SS
300
SBI Securities
Japan
$7.65K +$7.65K +249 New
10 11
12
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