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SPDR Bloomberg Investment Grade Floating Rate ETF
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Overview Fund Activity

322 hedge funds and large institutions have $1.7B invested in SPDR Bloomberg Investment Grade Floating Rate ETF in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
322
Holders Change
+5
Holders Change %
+1.58%
% of All Funds
4.68%
Holding in Top 10
22
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.32%
New
39
Increased
114
Reduced
117
Closed
29
Calls
$43K
Puts
$376K
Net Calls
-$333K
Net Calls Change
-$339K

Top Buyers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
+$52.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$24.2M
3
WH
Whitcomb & Hess
Ohio
+$12.4M
4
Osaic Holdings
Osaic Holdings
Arizona
+$9.29M
5
Wealthfront Advisers
Wealthfront Advisers
California
+$8.68M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$17.3M
2
AIM
Astor Investment Management
Illinois
-$11.2M
3
CFG
Carr Financial Group
Massachusetts
-$7.84M
4
KBFS
Kohmann Bosshard Financial Services
Ohio
-$7.24M
5
NYLIM
New York Life Investment Management
New York
-$4.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
301
International Assets Investment Management
Florida
$8.68K +$8.68K +281 New
Citigroup
302
Citigroup
New York
$8.61K +$123 +4 +1%
RBC
303
Roble Belko & Company
Pennsylvania
$8K – – –
PCM
304
Penserra Capital Management
California
$8K +$8K +258 New
NP
305
NorthRock Partners
Minnesota
$7.03K -$35K -1,134 -83%
AWM
306
AllSquare Wealth Management
New York
$6.17K – – –
SIS
307
Sound Income Strategies
Florida
$5.38K – – –
AWM
308
Angeles Wealth Management
California
$4.97K – – –
APC
309
Aspire Private Capital
North Carolina
$4.81K -$3.86K -125 -44%
TWP
310
Triad Wealth Partners
Kansas
$3.95K +$3.95K +128 New
GWM
311
Guardian Wealth Management
Illinois
$3.42K +$62 +2 +2%
DWA
312
Delos Wealth Advisors
Texas
$2.28K -$21.3K -691 -90%
CHA
313
Carmichael Hill & Associates
Maryland
$1.42K – – –
RWPA
314
Richard W. Paul & Associates
Michigan
$1.36K – – –
PA
315
Parallel Advisors
California
$987 – – –
GWANC
316
Guardian Wealth Advisors (North Carolina)
North Carolina
$987 – – –
GI
317
GS Investments
Minnesota
$926 – – –
GRP
318
Global Retirement Partners
California
$710 – – –
VAG
319
VisionPoint Advisory Group
Texas
$710 +$710 +23 New
NMG
320
New Millennium Group
Utah
$671 +$671 +22 New
GI
321
Gradient Investments
Minnesota
$494 – – –
ARC
322
Advisor Resource Council
Texas
$406 -$592 -19,167 -59%
VFA
323
Values First Advisors
Tennessee
$171 – – –
LC
324
Lindbrook Capital
California
$18 +$18 +1 New
S
325
Sachetta
Massachusetts
$1 -$1 – –
11 12
13
14 15