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SPDR Bloomberg Investment Grade Floating Rate ETF

322 hedge funds and large institutions have $1.83B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 99 increasing their positions, 151 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
-12
Holders Change %
-3.59%
% of All Funds
5.08%
Holding in Top 10
21
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-19.23%
% of All Funds
0.33%
New
28
Increased
99
Reduced
151
Closed
38
Calls
$513K
Puts
$424K
Net Calls
+$89K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
301
Impact Partnership Wealth
Georgia
$6.63K +$6.63K +216 New
AWM
302
AllSquare Wealth Management
New York
$6.12K
HCP
303
Hexagon Capital Partners
Arkansas
$5.86K
SIS
304
Sound Income Strategies
Florida
$5.35K
PA
305
Parallel Advisors
California
$5.19K -$17.7K -576 -77%
FA
306
Fiduciary Alliance
South Carolina
$4.91K +$4.91K +160 New
ACA
307
Aptus Capital Advisors
Alabama
$4.73K -$61 -2 -1%
HT
308
Headlands Technologies
Illinois
$4.54K +$2.98K +97 +190%
Bessemer Group
309
Bessemer Group
New Jersey
$4K
GWM
310
Guardian Wealth Management
Illinois
$3.21K +$61 +2 +2%
GI
311
Gradient Investments
Minnesota
$2.95K -$7.55K -246 -72%
CSPIA
312
Cary Street Partners Investment Advisory
Virginia
$2.85K
DI
313
Disciplined Investments
Oklahoma
$2.24K -$2.73K -89 -55%
FCAS
314
First Command Advisory Services
Texas
$1.38K +$1.38K +45 New
TRCT
315
Tower Research Capital (TRC)
New York
$1.38K +$1.38K +45 New
BlackRock
316
BlackRock
New York
$1.26K -$2.3K -75 -65%
FGAM
317
Financial Gravity Asset Management
Texas
$1.01K +$32 +1 +3%
GWANC
318
Guardian Wealth Advisors (North Carolina)
North Carolina
$982 -$61 -2 -6%
AWM
319
Avior Wealth Management
Nebraska
$951
GI
320
GS Investments
Minnesota
$921 -$121K -3,930 -99%
LFG
321
Larson Financial Group
Missouri
$491
CAS
322
Coppell Advisory Solutions
Texas
$368 +$368 +12 New
VFA
323
Values First Advisors
Tennessee
$170
CCA
324
Clearwater Capital Advisors
Illinois
-$34.8M -1,142,595 Closed
TCFP
325
Treasure Coast Financial Planning
Florida
-$13.5M -444,474 Closed