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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 $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 105 increasing their positions, 126 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
313
Holders Change
-9
Holders Change %
-2.8%
% of All Funds
4.99%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.35%
New
32
Increased
105
Reduced
126
Closed
36
Calls
$845K
Puts
$842K
Net Calls
+$3K
Net Calls Change
-$86K

Top Buyers

1
DF
Donoghue Forlines
Massachusetts
+$21M
2
Wealthfront Advisers
Wealthfront Advisers
California
+$20.1M
3
OPAM
Ocean Park Asset Management
California
+$15.3M
4
FAG
Fortitude Advisory Group
Washington
+$14.9M
5
SMM
Stadion Money Management
Georgia
+$12.5M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$89.3M
2
APP
Avantax Planning Partners
Iowa
-$68.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$13.2M
4
VWA
V Wealth Advisors
Kansas
-$9.15M
5
AA
Addison Advisors
Vermont
-$4.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
301
Larson Financial Group
Missouri
$4.58K +$4.09K +133 +831%
Bessemer Group
302
Bessemer Group
New Jersey
$4K – – –
GWM
303
Guardian Wealth Management
Illinois
$3.26K +$31 +1 +1%
GI
304
Gradient Investments
Minnesota
$2.95K – – –
CSPIA
305
Cary Street Partners Investment Advisory
Virginia
$2.86K – – –
Fidelity Investments
306
Fidelity Investments
Massachusetts
$1.75K -$5.56K -181 -76%
RWPA
307
Richard W. Paul & Associates
Michigan
$1.35K -$3.98M -129,483 -100%
PA
308
Parallel Advisors
California
$983 -$4.21K -137 -81%
GWANC
309
Guardian Wealth Advisors (North Carolina)
North Carolina
$983 – – –
AWM
310
Avior Wealth Management
Nebraska
$952 – – –
GI
311
GS Investments
Minnesota
$922 – – –
GRP
312
Global Retirement Partners
California
$673 -$108K -3,535 -99%
FGAM
313
Financial Gravity Asset Management
Texas
$619 -$295 -10 -32%
VFA
314
Values First Advisors
Tennessee
$170 – – –
AF
315
Allworth Financial
California
$16 – – –
VWA
316
V Wealth Advisors
Kansas
– -$9.15M -297,991 Closed
CA
317
Calton & Associates
Florida
– -$3.87M -126,023 Closed
WEG
318
World Equity Group
Illinois
– -$1.18M -38,392 Closed
PFA
319
Pinnacle Family Advisors
Missouri
– -$1.1M -36,002 Closed
Millennium Management
320
Millennium Management
New York
– -$663K -21,612 Closed
TSS
321
Two Sigma Securities
New York
– -$624K -20,323 Closed
WC
322
Waterloo Capital
Texas
– -$572K -18,649 Closed
GL
323
Graypoint LLC
New York
– -$571K -18,618 Closed
Cerity Partners
324
Cerity Partners
New York
– -$535K -17,444 Closed
FTUS
325
Flow Traders U.S.
New York
– -$526K -17,130 Closed
11 12
13
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