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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

317 hedge funds and large institutions have $1.59B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 112 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
317
Holders Change
-7
Holders Change %
-2.16%
% of All Funds
4.59%
Holding in Top 10
22
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
31
Increased
112
Reduced
129
Closed
35
Calls
$6K
Puts
–
Net Calls
+$6K
Net Calls Change
+$33K

Top Buyers

1
Wealthfront Advisers
Wealthfront Advisers
California
+$15.2M
2
WCM
Wealthcare Capital Management
Virginia
+$13.6M
3
CFG
Carr Financial Group
Massachusetts
+$9.27M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.75M
5
State Street
State Street
Massachusetts
+$6.41M

Top Sellers

1
Jane Street
Jane Street
New York
-$53.2M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$40.2M
3
Morgan Stanley
Morgan Stanley
New York
-$33.1M
4
VA
Valmark Advisers
Ohio
-$27.4M
5
DF
Donoghue Forlines
Massachusetts
-$22.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
301
Bessemer Group
New Jersey
$4K – – –
GWM
302
Guardian Wealth Management
Illinois
$3.37K +$31 +1 +0.9%
C
303
Covestor
United Kingdom
$3K +$2.14K +65 +250%
FGAM
304
Financial Gravity Asset Management
Texas
$2.1K +$804 +26 +62%
AAP
305
Arax Advisory Partners
Colorado
$1.54K +$154 +5 +11%
CHA
306
Carmichael Hill & Associates
Maryland
$1.42K -$18.3K -594 -93%
RWPA
307
Richard W. Paul & Associates
Michigan
$1.36K – – –
HFS
308
Hantz Financial Services
Michigan
$1K +$1K +35 New
PA
309
Parallel Advisors
California
$987 – – –
GWANC
310
Guardian Wealth Advisors (North Carolina)
North Carolina
$987 – – –
GI
311
GS Investments
Minnesota
$925 – – –
MWM
312
Mascoma Wealth Management
New Hampshire
$832 +$832 +27 New
GRP
313
Global Retirement Partners
California
$699 +$30 +1 +5%
US Bancorp
314
US Bancorp
Minnesota
$553 +$31 +1 +6%
LFG
315
Larson Financial Group
Missouri
$498 – – –
GI
316
Gradient Investments
Minnesota
$493 -$2.47K -80 -83%
OSAM
317
O'Shaughnessy Asset Management
Connecticut
$277 +$277 +9 New
VFA
318
Values First Advisors
Tennessee
$171 – – –
S
319
Sachetta
Massachusetts
$1 -$1 – –
DF
320
Donoghue Forlines
Massachusetts
– -$22.2M -727,088 Closed
CW
321
Connectus Wealth
Ohio
– -$5.19M -169,704 Closed
WI
322
WBI Investments
New Jersey
– -$3.18M -104,115 Closed
Pictet Asset Management
323
Pictet Asset Management
Switzerland
– -$1.98M -64,665 Closed
BlackRock
324
BlackRock
New York
– -$1.51M -49,390 Closed
LCWP
325
Legacy Capital Wealth Partners
Arkansas
– -$1.03M -33,763 Closed
11 12
13
14 15