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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

334 hedge funds and large institutions have $2.27B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 92 increasing their positions, 155 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
-13
Holders Change %
-3.75%
% of All Funds
5.35%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.42%
New
41
Increased
92
Reduced
155
Closed
47
Calls
$97K
Puts
$280K
Net Calls
-$183K
Net Calls Change
-$183K

Top Buyers

1
Jane Street
Jane Street
New York
$366M
2
VWA
V Wealth Advisors
Kansas
$8.81M
3
TF
TIAA FSB
Florida
$32.6M
4
CAN
Cetera Advisor Networks
California
$25.7M
5
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$3.9M

Top Sellers

1
APP
Avantax Planning Partners
Iowa
$75.1M
2
TCM
Tradewinds Capital Management
Washington
$1.93M
3
Wells Fargo
Wells Fargo
California
$95.2M
4
LPL Financial
LPL Financial
California
$44M
5
Renaissance Technologies
Renaissance Technologies
New York
$12M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWM
301
HighMark Wealth Management
Minnesota
$29.2K +$1.64K +54 +6%
CT
302
Clearstead Trust
Maine
$24.7K – – –
TFA
303
Toth Financial Advisory
Virginia
$24.5K – – –
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$23.5K – – –
PA
305
Parallel Advisors
California
$22.7K – – –
Citigroup
306
Citigroup
New York
$20.8K +$91 +3 +0.4%
KFS
307
Kelly Financial Services
Massachusetts
$20.7K +$183 +6 +0.9%
AIC
308
Archer Investment Corporation
Indiana
$19.6K – – –
TFP
309
Tilia Fiduciary Partners
North Carolina
$13K +$122 +4 +0.9%
Fidelity Investments
310
Fidelity Investments
Massachusetts
$12.6K +$11.3K +372 +865%
GI
311
Gradient Investments
Minnesota
$10.4K +$7.49K +246 +256%
FFA
312
Farther Finance Advisors
California
$9.53K – – –
CFFP
313
Center for Financial Planning
Michigan
$8.89K – – –
RBC
314
Roble Belko & Company
Pennsylvania
$8K – – –
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$6.74K -$47 -1,561 -0.7%
AWM
316
AllSquare Wealth Management
New York
$6.09K – – –
C
317
Covestor
United Kingdom
$6K +$1.48K +51 +33%
HCP
318
Hexagon Capital Partners
Arkansas
$5.81K – – –
SIS
319
Sound Income Strategies
Florida
$5.31K +$5.31K +174 New
DI
320
Disciplined Investments
Oklahoma
$4.93K -$1.25K -41 -20%
ACA
321
Aptus Capital Advisors
Alabama
$4.75K -$496K -16,294 -99%
AA
322
Ancora Advisors
Ohio
$4.56K – – –
Bessemer Group
323
Bessemer Group
New Jersey
$4K +$4K +138 New
TWM
324
Tradition Wealth Management
Minnesota
$4K +$4K +142 New
BlackRock
325
BlackRock
New York
$3.53K -$101K -3,319 -97%
11 12
13
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